AI Finance Forum
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Membership

Free to join for the founding cohort, by application.

Membership is by application, not by payment, so the room stays senior and Australian. Nick reads every application himself.

Who it's for

Wherever you are with AI, there's a way in.

Start here

Foundational

New to AI in finance. Get the safe habits, the first three workflows, and the confidence to bring it into your team.

Most members

Applied

Already using ChatGPT or Copilot. Move from ad hoc prompts to repeatable, reviewed processes across the finance function.

Out front

Leading

Setting the AI standard for the whole business. Build the governance, the budget case and the rollout past the early adopters.

What you get

Everything is built for the work you already do.

01

Live monthly masterclass

One process taken from messy to automated on real Australian finance data, live and recorded. You watch it built, then you build your own.

02

The tool review

Every month, which finance AI tools are worth paying for and which are not, tested against Xero, MYOB and the ATO's rules. No affiliate noise.

03

Process deep dives

Step-by-step builds for BAS prep, month-end close, cash flow forecasting, accounts payable and board reporting. Take the workflow, run it Monday.

04

Prompt and template library

Australian-specific prompts and working files, not generic ones. Written for our tax, our software and our reporting.

05

Member expert network

Post a real problem, get a worked answer from Nick and the room, usually within a day. The room has seen your problem before.

06

Private community

A closed room of Australian finance operators on Circle. Small and senior on purpose, not ten thousand lurkers.

How it works

A real filter, so the room stays senior.

1

You apply

Tell us your role and what you run in finance. Two minutes.

2

Nick reviews it

Nick reads every application himself. The Forum stays senior and Australian, so this is a real filter.

3

You're in

If it is a fit, you get your invite to the private community and the details for the next session. Most people hear back within 48 hours.

Founding cohort

Apply to join the founding cohort.

Free to join, by application. Nick reads every one. Most people hear back within 48 hours.

Prefer to look around first? See what is inside.

Free to join for the founding cohort. Nick reviews every application.