Learning Program
Expense management done differently
A structured mentorship that turns scattered financial habits into a clear, automated system — built around how your business actually operates.
How the program is structured
Each phase builds on the last. You start by mapping what's actually happening with your expenses, then layer in the tools and habits that make automation stick.
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Expense audit and baseline
Before touching any tool, you map where money currently moves — categories, frequency, approval chains. Most participants find 3–4 redundant processes in the first session alone.
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System design and tool selection
Your mentor helps you select the right stack based on team size, existing software, and reporting needs — not based on what's trending. The goal is fit, not feature count.
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Implementation and team onboarding
You set up the system with live guidance and run your team through it. Friction points get addressed in real time rather than after the fact.
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Ongoing review and refinement
Monthly check-ins track what's working. As your business changes, the system adjusts. This is where the long-term mentorship model makes a real difference.
The people guiding your progress
Each mentor brings a specific focus area. You work with one consistently, with access to the wider team when your questions cross disciplines.
Ariel Dvori
Expense Systems Lead
Spent eight years building internal finance workflows for mid-size companies before moving to mentorship. Focuses on process design before tool selection.
Noa Feldstein
Automation Strategy
Works with clients on connecting their expense tools to broader financial reporting. Particularly useful when a business is scaling and outgrowing its current setup.
Gideon Katz
Financial Operations
Background in operations management. Helps clients bridge the gap between finance teams and the rest of the business when rolling out new expense policies.
What the mentorship actually covers
Four interconnected areas — each one addressed in sequence, then revisited as your system matures. See our case study breakdowns for real examples.
Expense categorization
Building a taxonomy that matches how your team thinks, not just accounting conventions.
Approval workflows
Designing approval chains that reduce bottlenecks without removing necessary oversight.
Reporting automation
Setting up dashboards and scheduled reports so the data reaches the right people without manual work.
Tool integration
Connecting your expense platform with accounting, HR, or project management tools you already use.