In this episode of Future Finance, Paul Barnhurst and Glenn Hopper are joined by David Ingraham to discuss how AI is transforming the world of finance, particularly in Excel, and why it's essential to treat AI as a partner rather than a tool to simply execute commands. David, the CEO and founder of HyperPerfect, shares his insights on the challenges and opportunities in the AI-finance intersection, including the importance of context and understanding AI’s limitations.

David Ingraham is the CEO and founder of HyperPerfect, a financial reporting and accounting platform that integrates powerful AI directly into Excel. With nearly 20 years of experience in private equity, David has worked on deals totaling over $1.5 billion. He is also passionate about educational initiatives, serving as board president of Aim High, a Bay Area nonprofit that provides free summer education to nearly 2,000 students annually.

In this episode, you will discover:

• Why finance professionals are slow to adopt AI despite its potential
• How AI should be treated as a teammate, not a replacement
• Why context is everything in AI models, especially in Excel
• The limitations of AI in finance and how to work around them

David emphasizes that AI isn’t a shortcut; it’s most effective when used incrementally, with human oversight to ensure accurate results. He also discusses how AI can significantly increase productivity, with an efficiency gain of 15 to 20 times if used properly.

Follow David:

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

Website: https://www.hyperperfect.com

Follow Glenn:

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

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[02:35] – David Ingraham Background

[04:02] – AI in Finance & Accounting for Dummies

[05:57] – AI as a Teammate, Not a Threat

[07:09] – AI as a Thought Partner

[10:01] – Why Finance Teams Struggle with AI

[11:51] – Evolution of FP&A

[14:30] – RevOps & Finance Alignment

[16:41] – AI Use Cases in Finance

[19:20] – Agentic AI & Future Direction

[22:31] – Process, Data & AI Limitations

[28:52] – AI Questions & Closing