Are Your Best Finance People Drowning in Spreadsheets?

Your CFO should be identifying risks and opportunities, not hunting for formula errors at 11 PM before a board meeting.

I recently sat down with Joy Mendoza-Gallardo on [Podcast Name] to discuss a competitive disadvantage most growing companies don't recognize until it's too late: the hidden cost of manual finance processes.

Why Listen to This Episode

If your finance team spends more time exporting CSVs and updating actuals than doing strategic analysis, this conversation will reshape how you think about finance operations.

We dive deep into:

The breaking point: There's a specific ARR threshold where spreadsheet-based finance stops working. We'll tell you what it is and why growth actually makes your data problems exponentially worse.

The AI opportunity: What if your team could automate variance analysis, contract review, and revenue forecasting—the tasks that typically burn 10-15 hours per week? We walk through exactly how AI-augmented finance teams are making this shift today.

From reactive to predictive: The most interesting part of our conversation explores how connecting contracts, forecasts, and actuals through AI transforms finance from historians into strategic advisors who flag revenue gaps before they happen.

The Mindset Shift That Changes Everything

One of the key insights from our discussion challenges the most common objection I hear: "Can we trust AI outputs?"

Joy and I unpack why verification is fundamentally different—and faster—than building everything manually. It's the same evolution that happened when we moved from manual ledgers to accounting software, but most finance leaders haven't made this mental shift yet.

Your competitors already have.

Who Should Listen

This episode is essential for:

• CFOs tired of reactive reporting cycles
• Finance leaders watching their best talent burn out on manual work
• SaaS executives wondering when to upgrade from spreadsheets
• Anyone preparing for their next board meeting (and dreading the prep)

We wrap up the conversation with one actionable step you can take this week: identifying your single most painful recurring manual task and automating it first. No massive transformation required—just one process that will free up hours and prove the concept.

Listen to the full episode here

You'll walk away with a clear framework for thinking about AI in finance operations and practical next steps for getting started—whether you're at $5M ARR or $50M.