Beyond SaaS: A Practical Playbook for Custom Data Platforms

If you’re spending more time wrestling with spreadsheets and patching together SaaS tools than actually analysing your business, you’re not alone. Most finance teams spend 70% of their time on data prep — and only 30% on the strategic work that actually matters.

There’s a better way.

What We’ll Cover:
➡️ The Reality Check Framework: How to assess what decisions you need to make vs. what data you actually have — and bridge the gap with the right tools
➡️ Live Implementation: Watch us turn 7 messy spreadsheets into one intelligent dashboard in real-time using Gemini, Python in Excel, Power BI, and AI
➡️ From 70% data prep to 70% analysis: See exactly how to flip the ratio and spend your time on strategic work that matters
➡️ The modern toolkit in action: How AI, automation, and custom platforms are transforming finance operations at leading scale-ups
➡️ Your 30-Day Action Plan: A clear roadmap to turn your biggest data headache into your first automation win

Who Should Join:
CEOs, Founders, CFOs, Finance Directors, and Finance Managers at scale-ups who are tired of making do with tools that don’t work.