Getting Started with CourseCo

A Guide for Finance Teams

This guide is written specifically for finance reviewers.

If you are reviewing CourseCo from a finance perspective, this outlines how payments, reconciliation and invoicing are handled.

CourseCo is used by established training organisations, national bodies and multi-site providers. The finance workflows have been developed in collaboration with finance teams and are designed to sit alongside existing accounting structures.

The objective is simple:

Maintain control. Keep processes familiar. Reduce manual administration.

Online payments are processed via Stripe.

All other features — invoicing automation, integrations, finance access — are optional and can be introduced at your pace.

Where CourseCo Sits in Your Organisation

CourseCo is primarily an operational platform.

Its core purpose is to streamline course bookings, automate confirmations, manage learner records and reduce administrative workload for training teams.

The finance component is intentionally structured to be light-touch.

Payments are processed via Stripe, and financial data is structured for clear export and reconciliation. Beyond that, your existing accounting system and governance remain unchanged.

In practice, CourseCo reduces manual invoicing requests, reduces email queries about payments, and creates cleaner transaction records — which often simplifies downstream finance activity rather than adding to it.

Finance oversight remains intact.
Administrative workload reduces.

Payment Processing

CourseCo’s preferred payment partner is Stripe.

Stripe is a regulated, global payment provider used by enterprises, government bodies and established training organisations.

From a finance perspective:

Card payments are processed securely via Stripe
Funds remain within your Stripe account
Stripe transfers funds directly to your bank
CourseCo does not hold or manage funds

Stripe operates like any standard payment processor. Setup typically takes minutes if you do not already have an account, and the Stripe dashboard provides full visibility of transactions and payout reports.

Stripe approval is the only immediate finance requirement when introducing CourseCo.

Reconciliation – Remains Familiar

Your reconciliation process does not change.

The standard structure is:

Stripe payout arrives in your bank
You reconcile Stripe to bank as usual
CourseCo provides a transaction export if additional breakdown is required

There are no settlement complexities or hidden calculations.

Stripe-to-bank reconciliation remains your core control process.

Invoicing – Optional & Configurable

Automated invoicing is available but not mandatory.

CourseCo allows you to:

Continue manual invoicing
Enable automatic invoices for website bookings
Introduce automation in a later phase

Payment receipts are issued automatically at checkout 24/7.
Automated invoicing can reduce administrative workload during holidays or outside office hours, but it is entirely configurable.

Many organisations choose to introduce payments first and review invoicing automation later.

Finance Visibility – Available If Required

A finance licence option is available for direct access to:

Transaction history
Invoice numbers
Payment status
Exportable reports

This provides visibility without changing your accounting system.

Accounting System Integration – Optional & Flexible

CourseCo does not replace your accounting package.

If you use:

Sage
Xero
Or another accounting system

We provide structured exports of transactions and invoices.

For bulk import, we simply require your accounting system’s import template. Export formats can then be aligned accordingly.

Many organisations begin with manual exports and automate integration at a later stage if required.

Implementation Summary

Implementation from a finance perspective is straightforward.

It involves:

✔ Approving Stripe as payment processor
✔ Setting your preferred payout schedule
✔ Reviewing a sample reconciliation export

There is:

No change to your accounting system
No migration of historical financial data
No disruption to financial governance
No replacement of your ledger

CourseCo operates as the booking and transaction engine.
Your accounting system remains your source of financial truth.

If helpful, we are happy to walk through the workflow directly with your finance team before go-live, so everything is reviewed and agreed in advance.