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Hey there, CFOs! 💼

This issue features a finance leader discussing how AI is transforming the CFO role, shifting the focus from basic bookkeeping to strategy, execution, and accountability. Practical examples include AI agents that identify missed bills, choose the most effective funding options, and schedule payments to improve cash flow. These tools utilize integrated SMB data to increase visibility and accuracy.

She also sees blockchain and stablecoins reducing friction and cost in cross-border payments, while tariffs and uneven price pass-through continue to pressure SMB margins. The company is strengthening embedded partnerships, such as Paychex, to reach customers directly within their workflows.

📰 Upcoming in this issue

• 🤖 AI, Payments, and the Changing CFO Role

• 🧠 The Value of Educating Yourself About New Tech Tools

• 💼 The Rise of the CFO You Don’t Employ

📈 Trending news

• Standardize Finance and Payroll for Fewer Errors and Faster Close

• Governance Turns AI from Risk to Return

• Build a Single Finance Spine Across Markets

🤖 AI, Payments, and the Changing CFO Role

Finance leaders explain how AI and real-time payments are rewriting the operating model for CFOs. The role now includes product strategy, data stewardship, and risk governance.

Read the full article here »

Key Takeaways:

• ⚡ Real-Time Rails: Instant payments require 24/7 treasury coverage, faster reconciliation, and API-driven visibility for stronger liquidity and working capital management.

• 🧠 AI in Practice: Use cases include fraud detection, cash application, forecasting, and invoice matching, supported by clear controls and defined ownership.

• 📊 Data Foundations: Adoption of ISO 20022, clean reference data, and model governance enables trustworthy analytics and compliance.

• 👥 New Finance Talent: CFOs are hiring data scientists and payments experts, aligning closely with CIOs and CISOs to balance innovation with control.

🧠 The Value of Educating Yourself About New Tech Tools

Building literacy in emerging tools increases productivity and long-term career adaptability. Small, consistent learning habits compound into significant advantages over time.

Read the full article here »

Key Takeaways:

• 📚 Lifelong Learning: Ongoing upskilling keeps knowledge current and supports adaptability as roles and technologies evolve.

• 🚀 Competitive Edge: Early exposure to new tools enhances problem-solving capacity and positions you as a trusted contributor on high-impact projects.

• 🛡️ Risk Management: Understanding tool capabilities and limits helps prevent security lapses, redundancy, and wasted investment.

• ✅ Practical Steps: Set clear goals, dedicate regular time for learning, track progress, and apply each new skill to live business challenges.

💼 The Rise of the CFO You Don’t Employ

More companies are turning to fractional and virtual CFOs for experienced finance leadership without full-time overhead. The approach delivers agility and strategic insight but requires thoughtful management of fit and continuity.

Read the full article here »

Key Takeaways:

• 📊 Strategic Leverage: Fractional CFOs provide capital planning, forecasting, and KPI discipline for scaling companies that need seasoned expertise.

• 💸 Cost Efficiency: On-demand finance talent delivers enterprise-level insight at predictable costs and shortens hiring cycles.

• 🧰 Tech-Enabled Operations: Cloud-based ledgers, dashboards, and automation allow part-time CFOs to manage closes, cash, and forecasts securely from anywhere.

• 🤝 Fit and Continuity: Clearly defined scopes, meeting cadences, and success metrics sustain alignment, while documentation ensures smooth transitions.

💬 Quick poll:

Why It Matters

AI is expanding the CFO’s scope and providing SMBs with access to decision support that was once reserved for large enterprises. Lower-friction payments and data-driven cash management strengthen liquidity and resilience in today’s constrained business environment.

Wishing you continued success,

Vanessa Carter
Editor-in-Chief
CFO Executive Insights

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