I coded 1,000 transactions today.

Most people would find that overwhelming, but here’s the secret: I wasn’t just “coding”. I was building a system.

When I bring on a new client, the hardest part comes at the beginning. I spend hours setting up Transaction Rules. Why do I do this?

• Scalability: It changes a huge amount of manual work into a quick monthly check-in.
• Accuracy: It takes away the risk of human error in repetitive tasks.
• Value: It lets me spend less time on spreadsheets and more time helping in the boardroom.

The onboarding phase can be tedious. But once the rules are in place, the ongoing work becomes much easier. That’s when things really start to improve.

I move from just categorizing expenses to becoming a partner who helps my clients make better business decisions.

Don’t just do the work yourself. Build a system that handles it for you.