
The Startup Finance Journey: From Spreadsheets to Scalable Systems That Carry You to Series B++
A New Webinar Podcast!
Join us as we explore the startup finance journey — from establishing financial discipline at the earliest stages, to navigating the SaaS finance lifecycle with the right benchmarks and systems, and finally separating fact from fiction in today’s AI-driven accounting tools.
The use of AI tools in finance teams jumped from 34% to 72%. That shift is rewriting how startups and scale-ups approach forecasting, reporting, and decision-making.
Episode SegmentsFinancial Discipline at the Earliest Stages // How to build scalable processes before hiring a full-time CFO
- Financial Discipline at the Earliest Stages // How to build scalable processes before hiring a full-time CFO
- The SaaS Finance Lifecycle // How financial processes evolve from pre-revenue to Series C
- AI in Accounting: Promise vs. Reality // Where automation really works today — and where it still falls short
Who This Episode Is For:
Finance is changing fast — from early-stage discipline to AI-driven decision-making. This episode is built for the builders, operators, and innovators shaping that future.
- Startup founders — mastering financial discipline before hiring a CFO.
- SaaS finance leaders — scaling processes from pre-revenue to Series C.
- Accounting & FP&A pros — cutting through the noise to see where AI truly delivers.
- Investors & advisors — spotting the financial signals that predict sustainable growth.
- Ops & systems leaders — connecting the right tools for forecasting, reporting, and analytics.
If you want to understand where finance is headed—and how to stay ahead—this episode is for you.
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