April McCormack

The future is coming fast: accounting and finance teams are being scaled with systems, not headcount. That’s how our Head of Finance, stephen hedlund, described the shift we’re seeing in early-stage company operations. Just a few years ago, a $25M ARR startup might have needed a full-time AR clerk, multiple FP&A and accounting analysts, a controller, and more. But now many are running lean, with one or two core finance leaders, supported by AI, automation and co-sourced help. One of Rillet's fastest growing customers, Windsurf, runs the entire function with just 2 people! Watch the clip below to hear Stephen’s take on how fast this shift is happening and why clinging to legacy team structures might be holding startups back. And thanks to Dave Wieseneck and Ramp for hosting us!

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There is no ‘right’ FP&A tool. Only the one that fits you. In a market overflowing with more than 150 tools, the real challenge isn’t picking the best, it’s knowing what you actually need. In this episode of What’s New at CFI, Paul Barnhurst breaks down: • The biggest signs it’s time to upgrade from Excel • Why prep work matters more than features • How to avoid being sold on flashy demos that don’t fit • What finance pros should do before every tool selection process Paul shares his own AI stack and how he uses LLMs like Claude and ChatGPT for FP&A use cases. 📌 If you’re considering a new FP&A tool or just want to streamline your current stack, don’t miss this one. #FinPod #CFI #FPandA #FinanceCareers #FPnAtools #FinancialPlanning #ExcelAlternatives #FinanceTech #StrategicFinance

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🚨 New Session Added to CFO Connect Summit 🚨 AI in finance isn’t just about tools. It’s about rewiring how your company thinks, works, and measures success. And it starts with winning buy-in from your teams and making AI part of your culture, not just your tech stack. Here’s what we’ll cover: 🚀 Buy vs. build in the AI era (the speed dilemma) 🧑‍💻 Empowering employees to build their own agents 🧠 Shifting AI from “cool experiment” to business imperative 🤝 Driving real team adoption & cultural buy-in 📈 Rethinking success: from productivity to satisfaction & meaning The playbook comes from leaders putting this into practice: 👤 Gabriel Hubert — CEO & Co-founder, Dust 👤 Julien L. — CFO, Photoroom 👤 Jérôme Tomasini — Startup & Investor Partnerships, Stripe 👉 Register & save your free spot: https://lnkd.in/da7FRdM7

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Built to scale - or just survive? Still reconciling bank transactions in spreadsheets or across tabs? Our new checklist helps you spot where your NetSuite workflow might be breaking down - like when downloading and cleaning bank data eats up hours, matches fail unless the “right” person runs them, cash visibility lags behind real-time and audit prep turns into a scramble. If any of that sounds familiar, it might be time to rethink how reconciliation should work inside NetSuite. Download the checklist now: https://lnkd.in/gFBt4-gA

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"We're in our value-based budget era." Just like Taylor and Travis, your CFO and General Counsel might be ready to take their relationship to the next level—but are they speaking the same love language when it comes to budgets? Our 2026 Budgeting Study reveals the ultimate plot twist: 89% of CFOs and legal leaders rate their relationship as "excellent," but they're still not aligned on who controls the budget. The current status? "It's complicated." - 50% of CFOs think they're the main character in budget-setting - Only 36% of GCs believe they have independent budget authority - 86% of legal departments still need multiple approvals (talk about mixed signals!) But when CFOs and GCs finally get their budget alignment right? The departments that crack this code report 32% better cost predictability and 41% faster response to business needs. "Look what you made me do" becomes "Look what we achieved together." Ready to help your CFO-GC relationship go from "complicated" to "strategic power couple"? Check out our exclusive report sneak peek to see how the most successful legal-finance partnerships are writing their value-based budget love story: https://lnkd.in/eM8JNEmj Because the best partnerships happen when you're both singing from the same sheet music. #LegalOps #ValueBasedBudgeting #CFO #GeneralCounsel #LegalBudgeting #SwiftieEra

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"Accounting is not just taxes." In this Best Of BSBS clip, FloQast CEO Mike Whitmire unpacks one of the biggest misconceptions about the profession, and why rethinking the accountant stereotype matters more than ever. From SEC reporting to automation to strategic storytelling, the opportunities in accounting are more diverse, and impactful, than most people realize. #BloodSweatAndBalanceSheets #FloQast #AccountingTransformation #FutureOfAccounting #Leadership

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"In the accounting world, it's always time to close. That's been one of our big focuses this year. What can we automate from our accounting team, so they aren't taking 20 days to close the books, they can take 9?" Jen Happ, VP of Transformation at U.S. Soccer Federation speaks at OnRamp about empowering finance teams to leverage automation to free up time and be more strategic across business functions.

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