Smart Excel Automation for Accountants
Real, powerful, dynamic models and tools accountants can actually use
Built from scratch
Step by step
Supporting files for the series - available here if you want direct access.
Watch the introduction to the free YouTube series here:
🚧 Library Update: Launching October 2026
The Smart Excel Automation for Accountants Library is currently being prepared and will begin rolling out from October 2026.
Access to the full Management Accounts Masterclass (including final model) is already included and available immediately.
New automation builds and tools will be added to the library gradually from launch.
WHAT THIS IS
This is a growing library of real Excel automation models I build on my YouTube channel.
Each model is created from scratch, in real time - showing the thinking, structure, and decisions behind it.
These are not polished templates.
They are raw, working builds - exactly as they were created - instructions or documentation.
To understand how they work, you’re encouraged to follow the corresponding YouTube videos where each model is built and explained from scratch.
You do NOT need to buy anything
Every model in this series is available to watch completely free on YouTube.
You can follow along step by step and recreate everything yourself.
What the library gives you:
Direct access to all supporting Excel files
A single organised place for every build
No need to recreate from scratch if you don’t want to
You can recreate everything yourself for free - the library simply saves you time.
LIFETIME ACCESS + FUTURE BUILDS
When you join the library, you get:
Full access to the complete Management Accounts Automation Masterclass
(including the final fully automated model)Lifetime access
(pay once, access everything permanently)All future builds added to the library
(new models released and added over time)
IMPORTANT DISCLAIMER
These files are educational working models.
They are not finished, plug-and-play templates.
Every business is different so you should:
Test thoroughly
Adapt to your own structure
Use them as a starting point, not a final solution
WHO THIS IS FOR
This is for accountants who:
Are tired of repetitive manual work
Want to automate real processes (not just learn formulas)
Prefer understanding systems over copying templates
Access the supporting files
The full series is being released gradually on YouTube. You can follow along and build every model yourself, step by step.
If you prefer to download the supporting Excel files (as they are created) - you can get access below.
This gives you:
Lifetime access
All current files
All future builds added over time
This includes full access to the management accounts masterclass, final model, and a growing library of Excel automation builds.
🚧UPDATE: Library builds launching October 2026
The full Excel Automation Library will launch in October 2026.
At the moment, your purchase includes full access to the Management Accounts Masterclass.
The current price reflects this. Once the library goes live, the price will increase to $397.
If you join now, you’ll get full access to the library at no additional cost when it’s released.
💰 Early Access Price: £297
(one payment, lifetime access)
PLEASE NOTE: at the time of purchase, the library may contain only a small number of files. New builds will be added gradually over time.
Early access price includes all future builds.
Pay once, get lifetime access to everything added to the library.
Price will increase for new members as the library grows.
Access to the Library includes current and future content as it is developed. No specific release schedule, content volume, or updates are guaranteed.
Due to the digital nature of this product, all sales are final and no refunds are offered.
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