The Finance AI That Has Already Watched A Trillion Dollars Move This newsletter is sponsored by BILL Most of the AI showing up in finance tools right now is a general chatbot with a finance label slapped on the front. That is a real problem when the numbers have to be right. BILL took a different road. They have been building AI inside finance for years, trained on their own deep history of real transactions, more than a trillion dollars of it, with over 1 percent of US GDP moving through the...
4 days ago • 8 min read
The Finance AI That Has Already Watched A Trillion Dollars Move This newsletter is sponsored by BILL Most of the AI showing up in finance tools right now is a general chatbot with a finance label slapped on the front. That is a real problem when the numbers have to be right. BILL took a different road. They have been building AI inside finance for years, trained on their own deep history of real transactions, more than a trillion dollars of it, with over 1 percent of US GDP moving through the...
6 days ago • 8 min read
Hey Reader, How far can you actually take AI in finance? I've spent hundreds of hours finding out on real dashboards, real closes, and real AP and AR work. On August 5th I'm going live to give you the answer, so you skip the testing and go straight to what works. Because the real skill with AI is knowing how far to take it. Hand it the right task and it does in minutes what used to eat an afternoon. Push it one step too far and you spend your week checking its work instead of doing yours. And...
9 days ago • 1 min read
Get My $54 Deferred Revenue Template for Free I've built deferred revenue schedules for my fractional CFO clients so many times that I finally turned the whole thing into one clean template. You enter each contract once, and it rolls your revenue out month by month so you always know what you've earned and what's still deferred. There's a contract-by-contract view, a cohort view where you set your own recognition curve, and a video walkthrough if you ever get stuck. I put this one together...
11 days ago • 6 min read
Hey Reader, AI can save your finance team hours every week. It can also quietly put errors into your numbers that you find at the worst possible moment. On August 5th I'm going live to show you how to tell the difference, with real examples from my own work. I'm doing this because the AI advice out there right now isn't much help. Every tool promises to transform your finance function, every post says you're falling behind, and almost nobody shows what any of it looks like on real finance...
11 days ago • 1 min read
Close Your Books Without Chasing Travel Spend This Newsletter is sponsored by BILL At month-end, travel is usually the messiest line to close. A receipt is missing, someone expensed the same hotel twice, and the numbers in your travel tool never quite match the numbers in your accounting system, so a person loses a day keying it all in by hand. BILL Travel skips that because it lives inside Spend & Expense. Every booking, card charge, and receipt is captured and matched the moment it happens,...
13 days ago • 8 min read
Take The 30 Minute Demo, Get A Free YETI Cooler This Newsletter is sponsored by BILL BILL will send you a YETI Roadie 24 cooler for taking a 30 minute demo of their spend platform. The demo is the real reason to do it though. BILL pulls all your business spend, the payments, the employee expenses, the subscriptions, onto one platform so you can finally see where the money is going in real time. You set budgets, automate approvals, and catch problems early instead of discovering them in the...
18 days ago • 5 min read
The Usage-Based Pricing Playbook For The AI Era Flat monthly subscriptions were built for software with predictable usage. AI broke that. Consumption swings month to month, your cost to serve moves right along with it, and a fixed per-seat price stops matching the value the customer actually gets. Maxio put together a free guide on moving to usage-based pricing without the billing mess that usually comes with it. It covers the fundamentals, how AI products are creating brand new value...
20 days ago • 7 min read
This email is part of the Strategic Finance Summit Launch. If you are not interested in participating, click here to opt out. Hey Reader, Day one of the Strategic Finance Summit was absolutely crazy. Just look at the reaction from the audience: I'm still buzzing from it. Carl Seidman showed everyone how to update their Excel models in minutes instead of hours. Paul Barnhurst shared what he learned from interviewing hundreds of finance leaders. (and had some of the best excel and finance jokes...
27 days ago • 1 min read
This email is part of the Strategic Finance Summit Launch. If you are not interested in participating, click here to opt out. Hey Reader, I promised you my entire template vault when the summit goes live tomorrow. But I didn't want you waiting until then to get your hands on something. So here's a piece of it, a day early. Inside, you'll find a few of the templates I lean on most Consider it a small thank you for signing up, and a taste of what's coming. Download the templates here Go grab...
29 days ago • 1 min read