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Articles

On AI in finance, early-stage CFO work, SaaS metrics, fundraising, and building financial systems that scale.

Month-End is Just Another Day

Month-End is Just Another Day

Modern ERP platforms are flattening the financial calendar. A report this week from Rillet / a16z draws heavily on user base data to show how automated ledgers have shifted month-end close from a month-end sprint to a daily rhythm. The data and charts from this report are so rich

Month-End Close in Claude and Self-Hosted AI

Month-End Close in Claude and Self-Hosted AI

A few weeks ago, I wrapped up my first full month end close driven entirely by Claude. I’ve been testing the various components over the last few months, but finishing this cycle was a big milestone. Claude handled the reconciliations, workpaper creation, posted Prepaid JEs, and generated financial statements

MCPs: A Major Unlock for Finance Automation

MCPs: A Major Unlock for Finance Automation

Some notes on my experience building local MCP servers to automate finance workflows

The "Good Enough" Finance Stack is No Longer Good Enough

The "Good Enough" Finance Stack is No Longer Good Enough

AI is extending the life of QBO for startups—building a high-impact foundation on the tools you already have.