How AI Agents Are Reshaping the Finance Tech Stack with Josh LaSov

Why It Matters

AI‑driven agents will become the backbone of modern FP&A, but only if firms invest in clean data pipelines and avoid siloed toolsets, ensuring finance teams can deliver faster, more strategic insights.

Key Takeaways

• AI agents can automate FP&A analysis, reducing manual effort.
• Pre‑organized data warehouses prevent hallucinations and improve accuracy.
• Combining financial and operational data unlocks deeper business insights.
• Integrated BI and EPM tools enhance usability for non‑technical users.
• Avoiding siloed AI agents mirrors past SaaS fragmentation risks.

Summary

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 startup Satori, LaSov argues that the next wave of finance automation hinges on agents that can ingest pre‑organized data and deliver accurate, actionable insights without the hallucinations that plague generic large‑language models.

The conversation highlights three core insights. First, data must be curated before AI reaches it; a pre‑built warehouse and semantic model eliminate errors and speed deployment. Second, true FP&A value emerges when financial and operational metrics are fused—transaction‑level detail from ERPs, sales platforms, and ancillary systems fuels richer scenario analysis. Third, the industry’s historic siloing of tools—separate FP&A, BI, and EPM platforms—must give way to integrated solutions that marry the usability of Excel‑style planning with the analytical depth of modern BI, ideally through AI‑driven interfaces.

LaSov punctuates his points with memorable remarks: “We can explain the numbers better than humans,” and a tongue‑in‑cheek warning that “if AI figures out emotional intelligence, I’m moving to the mountains.” He also recounts building Satori to address the lack of a turnkey NetSuite‑to‑Power BI pipeline, a venture that attracted private‑equity interest and validated the market appetite for pre‑packaged data‑warehouse‑plus‑BI offerings.

For finance leaders, the takeaway is clear: adopt AI agents only after establishing a reliable data foundation, and avoid the fragmentation that once plagued SaaS adoption. Integrated, AI‑augmented platforms can free FP&A professionals from routine reporting, allowing them to focus on strategic storytelling and decision‑making—skills that remain uniquely human and increasingly critical in a data‑rich enterprise environment.

Original Description

In this episode of FP&A Unlocked, Paul Barnhurst is joined by Josh LaSov to explore how FP&A is evolving with data, BI, and AI. They discuss how finance professionals can move beyond traditional reporting by combining financial and operational data, and why understanding data at a deeper level is now essential. Josh shares how AI is changing analysis, forecasting, and workflows, and how FP&A teams can use it to increase productivity and deliver faster insights.

Josh LaSov is an FP&A and data professional with experience in consulting, ERP implementations, and analytics. He has implemented NetSuite and FP&A tools across many companies and previously co-founded Satori Reporting, a BI platform for NetSuite users that was later acquired by private equity. He is now the founder of Causi AI, where he focuses on building AI agents to help finance teams automate analysis, processes, and forecasting.

Expect to Learn:

What makes FP&A professionals stand out today

Why combining financial and operational data is critical

How BI tools expand the role of FP&A

How AI is improving analysis, forecasting, and workflows

Here are a few relevant quotes from the episode:

“AI helps you save a lot of time, but the judgment and analysis still need to be done by you.” - Josh LaSov

“You can’t explain why numbers changed if you don’t understand the data behind them.” - Josh LaSov

Josh highlights that FP&A is no longer just about building reports or models. The role is shifting toward deeper analysis and faster decision-making. While AI can handle large amounts of data and speed up workflows, the real value still comes from understanding the business and communicating insights clearly.

Campfire: AI-First ERP:

Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation,

close management, and more, all in one unified platform.

Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguy

Follow Josh:

LinkedIn: https://www.linkedin.com/in/josh-lasov-7897334/

Homepage: https://www.cauzzy.ai/

AI Agent Marketplace: https://marketplace.cauzzy.ai/

YouTube Channel: https://www.youtube.com/@cauzzyAI

Follow Glenn:

LinkedIn: https://www.linkedin.com/in/glenntsnyder/

Earn Your CPE Credit

For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.

In Today’s Episode

[00:00] – Trailer

[02:25] – Introducing Josh LaSov

[04:59] – What Great FP&A Looks Like

[09:52] – Building Satori Reporting

[13:19] – BI Tools and Reporting Challenges

[16:25] – Introduction to Causi AI

[25:05] – AI Agents and Accuracy Challenges

[29:22] – How FP&A Should Use AI

[36:10] – AI Tech Stack & Future Direction

[43:05] – Key Skills for FP&A

[46:53] – Get To Know Function