Is Routable Worth a Demo? | CFO Quick Pitch
Routable is an accounts‑payable automation platform that streamlines procure‑to‑pay and mass payouts, pitched in a three‑minute CFO Quick Pitch. The video features Omri Mor, co‑founder and CEO, outlining the solution’s core value proposition for companies handling more than 1,000 invoices or payments each month. The platform emphasizes three differentiators: rigorous compliance for vendor onboarding and invoice processing, deep integrations with major ERP systems, and the ability to scale from domestic to international payments. Its standout feature is AI‑driven invoice coding that works even without purchase orders, reducing manual entry. Pricing is volume‑based, positioned above Bill.com but below enterprise rivals like Coupa and AvidXchange. Mor highlighted, “We make sure you are the most compliant,” and demonstrated the AI coding capability as a “killer feature.” He also noted transparent pricing on the website and encouraged prospects to connect via LinkedIn or the Routable site. For finance leaders, the pitch signals a mature, compliance‑focused alternative that can handle high‑volume AP workloads, though cost considerations remain important when comparing against lower‑priced incumbents.
Is Rillet Worth a Demo? | CFO Quick Pitch
In this CFO Quick Pitch, Lauren Pearl interviews Stefan Hedland, head of finance at Rilt, to assess whether the AI‑native ERP merits a deeper demo. Hedland frames Rilt as a modern, cloud‑first alternative to legacy systems like NetSuite, built specifically...
Developing Business Acumen Necessary to Become a Strategic Business Partner with Robert Blanding
The episode of FP&A Unlocked features Robert Blanding, CFO of Fall Creek, discussing how finance professionals can evolve into strategic business partners. Blanding stresses that great FP&A is defined by deep business acumen, proactive stakeholder partnership, and forward‑looking insight, not just...
AI Strategy for CFOs Is a Wild West Without Governance Turn AI Into a Portfolio System – Dave Trier
The discussion centers on how CFOs should treat AI deployments as a disciplined investment portfolio rather than ad‑hoc experiments, emphasizing the need for robust governance and financial oversight. Dave Trier explains that AI governance is distinct from traditional data governance because...
How Founders Mistake Models Only for Fundraising and What They Should Do With Ilyas Anis
In this episode of Financial Modelers Corner, host Paul Barnhers sits down with Ilas Anis, a chartered financial modeler and finance lead at Turning Point Brands Canada. Anis explains why many founders view financial models merely as a fundraising prop,...
The Future of FP&A with AI for Finance Professionals to Move Beyond Excel Analysis with Derek Baker
In this episode of FPNA Unlocked, Derek Baker, head of strategic finance at Circle, explains how artificial intelligence is reshaping the role of financial planning and analysis. He argues that traditional spreadsheet‑driven models are becoming obsolete and that the future...
Why Unified Systems Are More Important Than Ever in the Era of AI with OneStream CEO Scott
The interview with OneStream President Scott Lashinsky centers on why a unified finance platform is critical for AI to deliver real value. With the recent $6.4 billion acquisition by HG Capital, OneStream is now private, freeing it from quarterly reporting pressures...
How FP&A Teams Can Improve Decision-Making with Scenario Planning & Financial Models - Michael
The episode of FP&A Unlocked features Michael Gould, founder of Kaleidoscope and former Anaplan CTO, discussing how scenario planning and financial models are evolving under AI pressure. Gould stresses that AI will soon be embedded in every planning platform to automate...
Your Model Is only as Consistent.
The video discusses building roll‑up financial models for solar project portfolios, emphasizing the need for uniform assumptions across all assets. The presenter, an energy‑sector analyst, outlines three core variable groups—commercial, technical/operating, and financial—that must be aligned when aggregating individual projects. Commercial...
Financial Modeling for Analysts to Build Clear, Structured Models for Better Decisions with Shreya
The Financial Modelers Corner podcast featured Sharia Bot, a seasoned financial modeler at Cross‑Boundary Group, discussing how disciplined modeling practices drive better investment decisions. She highlighted the growing role of AI, noting it can augment but not replace the need...
FP&A Career Advice and the Current State of FP&A with Glenn and Paul
The episode serves as a state‑of‑the‑union for financial planning and analysis (FP&A), where hosts Paul and Glenn discuss career pathways, education gaps, and practical job‑search tactics. They emphasize that effective scenario planning hinges on understanding the underlying business drivers, not...
AI in Finance for Professionals Dealing with Errors, Overhype, and Constant Learning Pressure
The Mod Squad episode brings together three finance‑modeling veterans to dissect the current state of AI in financial analysis. They explore how tools like Claude and emerging GPT models are being deployed for rapid report generation, survey synthesis, and even...
What If Your ERP Could Do Your Accounting Team's Manual Work? | Meet Campfire
The discussion centers on Campfire, an AI‑native enterprise resource planning platform that reimagines the general ledger for midsize tech firms. Co‑founder John Glasco, a former CFO at Adobe and other public companies, launched Campfire after experiencing the limitations of legacy...
What Every Finance Student Should Learn Before Graduating with Riley Edwards
The video features Riley Edwards, an executive assistant at Fox Retesrave and Associates, discussing why every finance student should master financial modeling before graduation. He recounts his journey through introductory and advanced modeling courses, the Advanced Financial Modeler (AFM) exam,...
How AI Agents Are Reshaping the Finance Tech Stack with Josh LaSov
In this episode of FPNA Unlocked, Josh LaSov, co‑founder and CEO of Kausy, explains how his AI‑agent platform is reshaping the finance technology stack. Drawing on a career that spans FP&A consulting, NetSuite implementations, and the sale of his data‑warehouse...