Juliana Berger, QuickBooks Head of Payments

In this episode of Business Brain, Shannon Jean and Dave Hamilton are joined by Juliana Berger, Head of Payments at QuickBooks, to unpack where founders most often misunderstand how cashflow systems actually connect. They explore the “mycelium” of a business—the meaningful connectivity layer where every dollar in and every dollar out matters—and why fragmented tools quietly create anxiety, inefficiency, and blind spots that erode confidence.

The conversation dives into what truly defines business health: durable, predictable cashflow. From cashflow run rate and cash efficiency to DSO, DPO, and operational resiliency, the hosts break down how accuracy, automation, and smart guardrails create leverage instead of chaos. With insights on using AI the right way—through permissions, visibility, and trust-building controls—this episode shows how clarity fuels better decisions and a more intentional, Charmed Life.

• 00:00:00 Business Brain – The Entrepreneurs’ Podcast #720 for Wednesday Casual FridAI, January 21st, 2026
  • January 21st: Thank Your Mentor Day
  • Guest Co-host: Juliana Berger, Director of Product Management, Head of Payments at Intuit QuickBooks
  •  SPONSOR: Intuit QuickBooks Payroll – Leave the chaos behind and start the new year off right with QuickBooks Payroll. Learn more by visiting QuickBooks.com/payroll
• Where do founder misunderstand how all the cashflow systems interconnect
• What’s the mycelium of your business – what’s the connectivity layer? Where do things connect in a MEANINGFUL way?
  • Every dollar in and every dollar out matters… and QuickBooks gets to see that
• Helping the anxious candlemaker who was using 16 different apps/tools to manage her business
• What determines the health of a business?
  • Durable and predictable cashflow are the keys to this!
  • Cashflow run rate: how much in and out? Is it consistent? Know your business.
  • Know your cash efficiency. DSO vs. DPO
    • DSO: Days sales outstanding
    • DPO: Days payable outstanding
  • Know Your Resiliency – What’s the riskiest part of your business and how are you managing that?
• Using AI and automation the RIGHT way
  • Accuracy is power
  • When things are accurate, that’s great.
  • When they’re inaccurate, you just created WAY more work for yourself
• Important guardrails to look for when evaluating a tool
  • Permissions and approvals
  • Visibility and defensibility of information
  • Controls… UNDO is important for trust
• Intuit also has trusted live experts in addition to all the other tools
• Business Brain 720 Outtro
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