Clean Revenue Becomes the Fintech CFO Mandate ✅

Stop Revenue Leakage Before the Audit

Author

Vanessa Carter
September 17, 2025

In partnership with

Keep This Stock Ticker on Your Watchlist

They’re a private company, but Pacaso just reserved the Nasdaq ticker “$PCSO.”

No surprise the same firms that backed Uber, eBay, and Venmo already invested in Pacaso. What is unique is Pacaso is giving the same opportunity to everyday investors. And 10,000+ people have already joined them.

Created a former Zillow exec who sold his first venture for $120M, Pacaso brings co-ownership to the $1.3T vacation home industry.

They’ve generated $1B+ worth of luxury home transactions across 2,000+ owners. That’s good for more than $110M in gross profit since inception, including 41% YoY growth last year alone.

And you can join them today for just $2.90/share. But don’t wait too long. Invest in Pacaso before the opportunity ends September 18.

Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals.

Hey there, CFOs! 💼

Bobsguide highlights a growing pain in fintech: revenue leakage from complex, usage-based pricing. Industry reports estimate an average annual loss of 9 percent.

A new PwC–m3ter partnership treats revenue integrity as a strategic priority rather than just billing. It leverages automated workflows, a single source of truth for usage data, and stronger compliance in the UK and US to ensure accurate, auditable earnings.

Let’s take a closer look.

📰 Upcoming in this issue

  • 💳 Fintech Growth Needs Clean Revenue, Not Just Customers

  • 🤖 AI and Data Security Top CFO Priorities for 2026

  • 🤖 Verizon CFO: Turning AI Into a Revenue Engine

💳 Fintech Growth Needs Clean Revenue, Not Just Customers

Bobsguide spotlights a PwC–m3ter partnership that tackles revenue leakage in usage-based pricing. The goal is to automate billing, ensure compliance, and reclaim earned revenue.

Key Takeaways:

  • 🧾 Revenue Integrity Rises: Usage-based pricing increases leakage risk, so leaders make revenue integrity a core growth and compliance priority.

  • 🧩 PwC x m3ter Partnership: Pairs risk and compliance expertise with a platform that centralizes usage data, rates in real time, and automates invoicing.

  • 📊 Leakage Math: Industry estimates place leakage at roughly 9% of revenue, and leaders report unlocking nine-figure value when billing is accurate and auditable.

  • 🛡️ Compliance Ready: Automated workflows and audit trails strengthen regulatory reporting in the US and UK, reducing errors, disputes, and investigation risk.

🤖 AI and Data Security Top CFO Priorities for 2026

New research shows AI initiatives and data security surge to the top of finance agendas. CFOs adjust budgets, governance, and team skills to keep pace.

Key Takeaways:

  • 📊 Priority Reset: CFOs elevate AI adoption and data protection to core 2026 goals, aligning spend with measurable value and risk reduction.

  • 🛡️ Stronger Governance: Finance tightens controls on data access, model risk, and vendor oversight, ensuring auditability and regulatory readiness.

  • ⚙️ Operational Automation: Agent-style tools streamline reconciliations, forecasting, and close, freeing teams to focus on analysis and decisions.

  • 🧠 Skills and Structure: Teams develop AI literacy, hire data talent, and collaborate with IT to embed analytics into daily finance workflows.

🤖 Verizon CFO: Turning AI Into a Revenue Engine

Verizon’s CFO explains how AI becomes a revenue source, not just a cost saver. The plan repurposes central offices to host and power AI workloads.

Key Takeaways:

  • 🧱 AI Connect Platform: Verizon reuses central offices, fiber, power, and cooling to host AI workloads for enterprises and cloud partners.

  • 💵 New Revenue Streams: CFO positions AI hosting and interconnect as services that monetize network assets beyond traditional connectivity.

  • 🤝 Partner-Led Go-To-Market: Early initiatives with hyperscalers and large enterprises pilot AI capacity near data centers and at the network edge.

  • 📈 Finance Lens: Investment prioritizes high-return sites, leveraging existing real estate to speed payback and diversify growth.

Why It Matters

Revenue leakage drains funds that could support product, sales, and expansion, and it compounds over time when pricing and invoicing are inconsistent. Automating data capture, rating, and invoicing reduces manual errors and audit risk, while clearer revenue recognition helps defend reputation with regulators and boards.

With an average of 9% of revenue left on the table, improving integrity can deliver quick returns. Partnerships that combine advisory services and tools provide teams with a path to clean growth without costly rework.

Wishing you continued success,

Vanessa Carter
Editor-in-Chief
CFO Executive Insights

P.S. Interested in sponsoring a future issue? Just reply to this email and I’ll send packages!

How was today's edition?

Rate this newsletter.

Login or Subscribe to participate in polls.