"Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech E54: Filling the Gap Between QuickBooks and NetSuite with SoftLedger CEO Ben Taylor
Aug 27, 2025
Ben Taylor, CEO and Co-founder of SoftLedger, offers insight into revolutionizing accounting with his API-first general ledger. He discusses his journey from personal challenges to creating a solution for businesses outgrowing QuickBooks. The conversation highlights the integration of AI in accounting, emphasizing its potential to streamline complex processes while maintaining user-friendly interfaces. Taylor also shares innovative approaches to fundraising, shifting from traditional models to customer-driven strategies that underscore the importance of client satisfaction in tech finance.
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Founding Spark: Pivot Tables To Product
- Ben started SoftLedger after a finance epiphany where Excel pivot tables were the real financial source of truth.
- He and cofounder Jeff built the product nights and weekends, going full time in 2017 after early investor interest.
Market Shift Toward Modern General Ledgers
- The accounting software market has shifted from QuickBooks add-ons to new general ledgers.
- Ben sees broad room for innovation across corporate finance and accounting domain problems.
Build A Programmable Ledger With Controls
- Make your general ledger fully API-programmable to enable AI integrations and maintain accountability.
- Ensure software enforces controls and assigns human accountability even when automating with AI.