In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with Ian Wong, co-founder and CEO of Summation, to talk about one of the most frustrating challenges in finance and analytics: getting timely, trustworthy answers to basic business questions. Ian shares the story behind what he calls the “Monday Morning Problem” and explains why finance teams often spend weeks chasing insights that arrive too late to matter. The conversation explores the limits of dashboards, the risks of AI hallucinations in finance, and what decision-grade analytics really means.

Ian Wong is the co-founder and CEO of Summation, an AI-powered decision platform built to help enterprise leaders better understand how their businesses are performing. Before Summation, Ian co-founded Opendoor and served as CTO through its journey to going public. He was also Square’s first data scientist, where he built early fraud and risk systems. Ian holds degrees in electrical engineering and statistics from Stanford University and brings a rare blend of deep technical expertise and business leadership experience.

In this episode, you will discover:

• What the “Monday Morning Problem” is and why it slows down decision-making
• Why dashboards and ad hoc reports often fail finance leaders
• The risks of relying on generic AI tools for financial analysis
• How decision-grade analytics differ from conversational AI
• What the coming “query flood” could mean for data infrastructure and costs

Ian explains how Summation helps finance and operations teams move from manual data stitching to faster, more reliable insights. The discussion also covers AI hype versus reality, why trust matters so much in finance analytics, and how leaders can think more clearly about where AI fits into real business workflows.

Join hosts Glenn and Paul as they unravel the complexities of AI in finance.

Follow Ian:

LinkedIn: https://www.linkedin.com/in/ian-wong/

Company: https://www.linkedin.com/company/summation-hq/

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:

[01:58] – Meet Ian Wong

[05:25] – The “Monday Morning Problem”

[09:23] – What Empathetic Leadership Really Means

[13:15] – How Enterprise Research Really Works

[16:34] – The Monday Morning Numbers Meeting

[21:25] – A Balance Sheet That Still Doesn’t Balance

[25:53] – Where AI actually helps finance teams

[28:27] – The AI Hype Question of 2025

[33:07] – Moving into Personal Questions

In this episode of The Future Finance Show, hosts Paul Barnhurst and Glenn Hopper sit down with Cindy Vindasius, an expert in accounting and process transformation with over 30 years of experience in the Silicon Valley ecosystem. Cindy, the founder and CEO of her advisory practice, shares her expertise on ERP implementations, system transformations, and how AI is reshaping the finance landscape. They discuss her experiences with ERP failures, her new online course for ERP readiness, and the challenges companies face when navigating ERP transformations and adopting AI tools.

Cindy Vindasius is a CPA and MBA with over 30 years of experience guiding high-growth technology and manufacturing companies through complex ERP, finance transformation, and AI-readiness initiatives. As the founder of Vindasius Advisory, she has led 12 ERP implementations, 8 IPO and M&A, and numerous SOX compliance projects. Her clients include industry leaders such as Tesla, Apple, 23andMe, and TenX. Through her ERP Preparedness Master Workshop and executive advisory programs, Cindy helps CFOs and CIOs align systems and processes for scale, resilience, and efficiency.

Expect to Learn:

• Why legacy ERP systems are fundamentally flawed in design
• Cindy’s journey into ERP transformations and system implementations
• The complexity of ERP migrations and why they’re often harder than expected
• How AI is changing ERP systems and the finance industry
• Cindy’s ERP readiness course, which helps businesses prepare for successful ERP transformations

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

AI Readiness Assessment:

Take the free 3-minute AI Readiness Assessment to clearly identify your strengths and weaknesses across Finance and Operations: https://cindy-tooq6nwx.scoreapp.com/

AI First Vendor Evaluation Checklist:

Evaluate smarter and avoid costly mistakes with this AI First Vendor Evaluation Checklist packed with key criteria: https://www.vindasius.com/opt-in

Follow Cindy:

LinkedIn: https://www.linkedin.com/in/cindy-vindasius/

Website: https://www.vindasius.com

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:

[00:29] - Cindy’s Background and ERP Experience

[03:30] - The Challenges of ERP Implementations

[07:00] - AI’s Role in Changing ERP Systems

[10:10] - Lessons from AI-Native ERP Platforms

[12:00] - Cindy’s ERP Readiness Course

[16:30] - Closing Thoughts and Thanks

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper are joined by systems and finance transformation expert Cindy Vindasius to explore why so many ERP implementations fail, and what companies can do to fix that. They discuss the often-overlooked groundwork needed before selecting a system or deploying AI tools, and why jumping straight to automation without strong data and processes is a recipe for chaos. Whether you're planning an ERP rollout or modernizing finance operations, this conversation is packed with practical guidance for long-term success.

Cindy Vindasius is a CPA and MBA with over 30 years of experience guiding high-growth technology and manufacturing companies through complex ERP, finance transformation, and AI-readiness initiatives. As the founder of Vindasius Advisory, she has led 12 ERP implementations, 8 IPO and M&A, and numerous SOX compliance projects. Her clients include industry leaders such as Tesla, Apple, 23andMe, and TenX. Through her ERP Preparedness Master Workshop and executive advisory programs, Cindy helps CFOs and CIOs align systems and processes for scale, resilience, and efficiency.

In this episode, you will discover:

• Why 70% of ERP implementations fail and how to avoid common missteps
• What ERP readiness really means, and why it's often overlooked
• How AI-native ERPs compare to legacy systems in real-world implementations
• Why scalable data governance and documented processes are essential
• How Cindy’s ERP Preparedness Master Workshop helps teams succeed

This episode highlights the often-missed foundations of ERP and AI success: preparation, clarity, and scalability. Cindy Vindasius shares the roadmap finance leaders need to transform systems from a source of chaos into a driver of growth.

Join hosts Glenn and Paul as they unravel the complexities of AI in finance.

AI Readiness Assessment:

Take the free 3-minute AI Readiness Assessment to clearly identify your strengths and weaknesses across Finance and Operations: https://cindy-tooq6nwx.scoreapp.com/

AI First Vendor Evaluation Checklist:

Evaluate smarter and avoid costly mistakes with this AI First Vendor Evaluation Checklist packed with key criteria: https://www.vindasius.com/opt-in

Follow Cindy:

LinkedIn: https://www.linkedin.com/in/cindy-vindasius/

Website: https://www.vindasius.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:

[01:36] – Meet Cindy

[04:33] – ERP Beginnings

[07:43] – AI-Native ERP Landscape

[11:41] – AI in Finance

[15:25] – ERP Readiness Course

[21:36] – Data Migration Issues

[25:53] – ERP vs AI Readiness

[29:44] – Outsourcing Pitfalls

[30:46] – Rapid-Fire & Fun

[32:57] – Closing Thoughts

In this episode of The Future Finance Show, hosts Glenn Hopper and Paul Barnhurst speak with Santiago Nestares, co-founder and CEO of DualEntry, about the urgent need for modern ERP systems built from the ground up. Santiago shares the origin story behind DualEntry, born from his frustrations with legacy finance systems while scaling a $100M+ global business. The conversation explores how DualEntry eliminates painful ERP implementations, delivers live data in under 24 hours, and empowers finance teams to operate with greater automation and control

Santiago Nestares is the CEO and co-founder of DualEntry, an AI-native ERP platform. Prior to DualEntry, he co-founded Benitago, which scaled to over $100 million in revenue. His first-hand struggles with outdated ERP systems inspired him to build a finance platform that automates workflows, simplifies migrations, and improves operational transparency, without the typical consulting overhead or nine-month implementations.

Expect to Learn:

• Why legacy ERP systems are fundamentally flawed in design
• How DualEntry enables 24-hour data migrations with minimal disruption
• The practical difference between AI-native vs. AI-layered ERP platforms
• How consumer-grade experience is redefining enterprise finance software
• Why ERP implementation doesn’t have to feel like back surgery

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Santiago:

LinkedIn: https://www.linkedin.com/in/santiago-nestares/

Website: https://www.dualentry.com/

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:

[00:58] - ERP Pain Points from Scaling a $100M Business

[02:39] - Why Simple ERP Migrations Are Surprisingly Hard

[06:13] - From Stealth to $90M Series A

[10:01] - Where Finance Teams Will See ROI First

[14:42] - How 24-Hour ERP Migration Works

[19:26]- Fixing ERP: From Back Surgery to Massage

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper talk with Santiago Nestares, co-founder and CEO of DualEntry, about the reinvention of ERP systems through AI-native design. After scaling a global e-commerce business to over $100 million in revenue, Santiago experienced the frustrations of legacy finance systems firsthand. That pain sparked the vision for DualEntry: an ERP platform built from the ground up for the AI era.

Santiago Nestares is the CEO and co-founder of DualEntry, an AI-native ERP platform. Before DualEntry, he co-founded Benitago, a leading Amazon brand aggregator. His experience running a multi-entity, high-growth business exposed the inefficiencies in traditional finance systems, inspiring him to build a next-gen ERP solution from scratch.

In this episode, you will discover:

• Why legacy ERP systems are fundamentally broken, and how AI changes the game
• How DualEntry enables 24-hour ERP data migration
• The role of AI in journal entries, reporting, and reconciliation
• How auditors are embracing automation and AI for compliance and accuracy
• Why ERP systems must evolve beyond just being "AI-enabled" to truly AI-native

Santiago Nestares joins Paul and Glenn to reveal how DualEntry is transforming ERP for the AI era. From eliminating painful migrations to building systems finance teams actually enjoy using, Santiago makes it clear: the future of ERP is AI-native, fast, and built with users in mind. ERP doesn’t have to be a burden. With the right tools, it can become a strategic advantage.

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Santiago:

LinkedIn: https://www.linkedin.com/in/santiago-nestares/

Website: https://www.dualentry.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:

[01:36] - Lessons from Scaling to $100M & ERP Frustrations

[03:37] - Why ERP Migrations Are So Broken

[07:47] - How DualEntry Raised a $90M Series A

[10:51] - AI-Native vs. AI-Enabled ERP Systems

[18:23] - Challenges and Realities of 24-Hour ERP Migration

[23:26] - Why Building a Mid-Market ERP Is a Bold Move

[28:18] - Using AI in Audits & Real-Time Reporting

[31:45] - Rapid-Fire AI Questions

[35:52] - Final Reflections & Wrap-Up

In this episode of Future Finance, Glenn Hopper and Paul Barnhurst sit down with Joe Friedman and Ranga Bodla from Oracle NetSuite to explore how AI is transforming enterprise resource planning (ERP) systems. Amidst rising competition and a rapidly changing tech landscape, NetSuite is doubling down on intelligent automation, open platforms, and embedded AI to redefine how finance teams operate.

Joe Friedman is the Senior Director of AI Innovation at Oracle NetSuite, driving efforts to integrate practical AI across finance and operations. With over 15 years at NetSuite, Joe focuses on converting AI into measurable productivity gains. Ranga Bodla is the Vice President of Field Engagement and Marketing at Oracle NetSuite, with more than 20 years in enterprise software. He leads industry strategy across verticals, helping businesses convert innovation into performance

Expect to Learn:

• Why AI is reinvigorating interest in ERP platforms like NetSuite.
• How NetSuite’s AI strategy balances “AI every day” and “AI your way.”
• What the MCP connector does and why it’s a game-changer for data analysis.
• How NetSuite’s clean data models fuel better AI outcomes and user productivity.
• 
  

Joe Friedman and Ranga Bodla offer a compelling look at how NetSuite is embedding AI into the core of ERP to drive smarter, faster decision-making. Their insights show that clean data, open platforms, and practical AI tools are key to transforming finance operations today.

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Joe:

LinkedIn: https://www.linkedin.com/in/friedman-ns/

Follow Ranga:

LinkedIn: https://www.linkedin.com/in/ranga-bodla-bb45b/

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:

[02:00] – Where NetSuite Stands in Today’s ERP Landscape

[05:17] – Why ERP and AI Go Hand-in-Hand

[07:29] – AI Every Day, AI Your Way: What NetSuite’s MCP Connector Unlocks

[10:29] – Practical AI Integration Inside NetSuite

[13:30] – Real-World Use Cases for AI in Finance

[16:22] – AI Agents, Automation, and What’s Coming Next

[18:05] – SaaS as the Real Driver of AI Adoption

[19:48] – Why Clean Data Fuels Better AI Outcomes

[21:12] – Closing Thoughts

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with NetSuite’s Joe Friedman and Ranga Bodla to explore how AI is transforming enterprise resource planning (ERP) systems. With decades of combined experience in enterprise software, Joe and Ranga discuss how NetSuite is innovating ERP through AI-native capabilities, open platforms, and real-time automation. The conversation spans AI agent adoption, data clarity, and how finance teams can start harnessing AI today without major overhauls.

Joe Friedman is the Senior Director of AI Innovation at Oracle NetSuite, driving efforts to integrate practical AI across finance and operations. With over 15 years at NetSuite, Joe focuses on converting AI into measurable productivity gains. Ranga Bodla is the Vice President of Field Engagement and Marketing at Oracle NetSuite, with more than 20 years in enterprise software. He leads industry strategy across verticals, helping businesses convert innovation into performance.

In this episode, you will discover:

• Why NetSuite believes ERP is the core of AI transformation in finance
• How the new MCP connector integrates AI agents like Claude and ChatGPT
• Practical AI use cases: from variance analysis to journal entry creation
• Why clean ERP data is essential for effective AI outcomes
• How companies can start AI initiatives without high risk or cost

Joe Friedman and Ranga Bodla offer a compelling look at how NetSuite is leading the charge in making AI practical and accessible within ERP systems. Their insights show that businesses don’t need massive overhauls to start seeing value from AI, just clean data and the right tools. As ERP evolves, NetSuite’s hybrid approach positions it to stay ahead. This episode is a must-listen for anyone navigating the intersection of finance, tech, and AI.

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Joe:

LinkedIn: https://www.linkedin.com/in/friedman-ns/

Follow Ranga:

LinkedIn: https://www.linkedin.com/in/ranga-bodla-bb45b/

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:

[04:15] - Competing with New ERP Platforms

[09:42] - What is MCP & AI Everyday?

[13:47] - AI Use in Daily Finance Tasks

[20:18] - Why Many AI Projects Fail

[27:14] - How to Start with AI in NetSuite

[30:25] - Building AI Workflows Without Engineers

[35:19] - Future of ERP: Embedded AI vs. External Agents

[39:33] - The Most Human Thing About AI

[43:49] - Closing Thoughts & Takeaways

In this episode, Paul sits down with renowned data strategist Khaled Chowdhury to unpack what it means to bring clarity to data in the age of AI. With a background in FP&A and a track record as an early Power BI adopter, Khaled brings a rare blend of financial and technical expertise. The conversation explores the concept of "data clarity," the challenges behind AI adoption in business, and why clean data models matter more than ever.

Khaled Chowdhury is a globally recognized expert in data strategy and the founder of Data Crafters. With roots in FP&A, Khaled was among the first to integrate Power BI into planning workflows. Today, he helps executives and teams transition from data chaos to clarity, particularly as AI transforms the business landscape.

Expect to Learn:

• What “data clarity” really means and why it matters for business decisions.
• The two big barriers preventing organizations from becoming data-driven.
• What the “AI paradox” is and why 95% of enterprise AI projects fail.
• Why your data model is the hidden make-or-break factor in using AI tools.
• How to think about probabilistic vs. deterministic results in AI systems.

Khaled Chowdhury and Paul Barnhurst offer a thought-provoking exploration of how data and AI are reshaping decision-making in the modern enterprise. From breaking down the myths of being data-driven to unpacking the AI paradox, their conversation highlights the growing need for clean data, smart models, and strategic thinking.

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Khaled Chowdhury:

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

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:

[01:44] -  Defining Data Clarity and the Cost of Chaos

[04:05] - Data-Informed Gut vs. Data-Driven Myths

[06:54] - The AI Paradox Explained

[09:18] - Why AI Projects Fail in the Enterprise

[13:33] - Clean Data Models: No Hiding Behind Lipstick

[14:26] - Closing Thoughts & What’s Next

In this episode of Future Finance, host Paul Barnhurst speaks with data expert Khaled Chowdhury, a renowned leader in the data and AI space. Khaled shares his journey from finance to data analytics, offering insights into the evolving role of AI in business decisions, the importance of data clarity, and how tools like Power BI and Fabric are transforming the data landscape. Khaled’s approach to data clarity in the age of AI brings a fresh perspective to the conversation on how companies can leverage data to make better, faster decisions.

Khaled Chowdhury is a data expert and founder of Data Crafters, helping businesses, especially in finance, build clear data strategies in the age of AI. With a background in FP&A, Khaled’s unique journey spans from finance director to certified data professional, with expertise in tools like Power BI and Fabric. He’s been recognized globally for his contributions to the data world, empowering organizations to make data-driven decisions. Khaled’s experience bridges finance, technology, and business leadership.

In this episode, you will discover:

• Khaled’s journey from finance to data analytics and AI
• The importance of data clarity and the common mistakes companies make
• Why AI and data-driven decisions require a strong foundation
• How AI can both enhance and challenge business decision-making
• Practical advice on how companies should prioritize AI investments and data management

Khaled Chowdhury highlights the importance of building a solid data foundation before diving into AI and advanced tools like Power BI and Fabric. His journey from finance to data leadership demonstrates how clarity, smart data strategies, and a focus on outcomes can transform decision-making.

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Khaled:

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

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:

[02:12] – Khaled’s Journey: From Finance to Data

[06:10] – Defining Data Clarity

[10:15] – The AI Paradox

[14:42] – The Power of Power BI and Fabric

[18:30] – The Data Maturity Curve

[22:05] – How Companies Should Invest in AI

[25:03] – The Future of Data and AI

[29:12] – The AI Chatbot Question

[34:25] – Wrapping Up: Final Thoughts from Khaled

In this special episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper explore how AI agents and productivity tools like Excel’s newest features are transforming the finance function. They contrast grassroots, employee-led innovation with large-scale, enterprise-driven AI projects, offering practical guidance and examples from their own experiments.

Expect to Learn:

• The difference between top-down and bottom-up AI deployments in organizations
• Why “shadow AI” and “secret cyborgs” are redefining workplace productivity
• The crucial role of change management in enterprise AI adoption
• What Excel’s new AI agent can (and can’t) do for financial modeling

Glenn Hopper and Paul Barnhurst deliver an insightful look into how AI is reshaping the finance profession, from enterprise-wide transformations to individual experimentation. Their discussion on agents, automation, and Excel’s evolving capabilities highlights how innovation and adaptability are redefining what it means to be a modern finance leader in a technology-driven world.

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

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:

[00:22] - Top-Down vs Bottom-Up AI Adoption & Excel Agents

[01:26] - Building a Personal AI Agent

[04:01] - Top-Down vs Bottom-Up AI Strategy Explained

[06:41] - Change Management in AI Projects

[08:42] - Bottom-Up AI: Enable Use, Ensure Safety

[11:10] - Excel’s 40th Anniversary

[17:13] - Evaluating Excel's DCF Output

[18:23] - Final Thoughts and Takeaways