In this episode, the hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Joe Manganelli, Chief Revenue Officer at Amalgam and founder of Calculate, a consultancy for financial solutions in startups. Joe shares his entrepreneurial journey, explaining how Amalgam evolved from a simple Excel macro into a powerful tool that integrates with platforms like QuickBooks, Xero, and Shopify.

The discussion turns to the role of technology in finance, how companies can better utilize data, and why AI will reshape the landscape of finance teams. Joe also offers insights into AI's impact on investing, risk management, and the growing importance of adaptable, tech-enabled tools in finance.

Expect to Learn:

• How Amalgam helps businesses automate data processes without complex implementations
• Key challenges in transitioning from simple tools to robust financial platforms
• The role of AI in finance and how to prepare for its ongoing integration
• Joe’s approach to investing in AI-focused startups and risk mitigation
• Practical steps finance teams can take today to become more tech-enabled

Joe’s insights highlighted how simplicity, adaptability, and technology-driven solutions are redefining finance functions, especially for startups and agile teams. Whether you’re in finance, tech, or an entrepreneurial role, Joe’s practical advice offers a roadmap for leveraging technology to maximize efficiency and data security in finance.

Follow Joe:

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

Website: https://www.amalgam.me/

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://qflow.ai/future-finance

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:

[00:56] – The creation and purpose of Amalgam

[02:07] – Challenges in scaling a product for the finance market

[03:44] – How fractional CFOs and in-house finance teams leverage Amalgam

[05:46] – Thoughts on agnostic, supportive, and proactive AI investments

[11:09] – How not storing data directly adds value and simplicity

[18:51] – Joe’s three-part approach for finance teams preparing for AI

[21:19] – Moving beyond chatbots to a seamless integration in daily workflows

[28:12] – Fun segment – “Get to Know You”

[32:47] – Closing remarks and final thoughts