UNPAK3D Podcast Ep. 18: AI for the CFO — Numeric’s Playbook with Parker Gilbert, CEO of Numeric
Sep 18, 2025
Parker Gilbert, CEO of Numeric, delves into the transformative power of AI in finance, specifically tailored for CFOs and their teams. He shares insights on how Numeric addresses the challenges of financial data accuracy and reliability. Parker emphasizes the importance of balancing automation with auditability and discusses his journey from strategy to founding Numeric. Expect revelations about acquiring early customers, pricing strategies, and enhancing forecasting processes, all while envisioning a future driven by AI in finance.
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Learning Accounting In An Audit Room
- Parker learned accounting by sitting with auditors during a chaotic audit and taught himself policies overnight.
- That trial-by-fire shaped his approach to building Numeric focused on audit readiness and data hygiene.
Get Contracts Before Product-Market Fit
- Require real contracts from early customers but delay billing until you deliver agreed value.
- That ensures design partners have skin in the game while giving time to build needed integrations.
Price To Learn Faster
- Charge more early; higher price forces clearer signals about value and prioritization.
- Parker says initial deals should have been 2–4x larger to speed learning.