Episode - 029: Where we learn from Em Daigle about the transformative power of automation in finance, how she moved away from just running the numbers to building strategic partnerships, the telltale signs that your business might need to consider automation more seriously, and the potential pitfalls of relying too heavily on traditional tools like Excel.

Em and Adam delve into the complexities of revenue recognition, the importance of data visibility, and the exciting possibilities of AI in the finance sector. They also explore the challenges and opportunities that come with evolving business models and the increasing volume of data. Importantly, they discuss the shift in finance's role from "just running the numbers" to becoming strategic business partners, leveraging data and technology to drive key business decisions.

This episode is a must-listen for anyone interested in the future of finance, the role of technology in driving efficiency, and the strategic decisions that can propel a business forward. Tune in to uncover how you can leverage these insights in your own journey and elevate the role of finance in your organization.

SHOW NOTES

*Where to find Em:

- Find her on LinkedIn - https://www.linkedin.com/in/emdaigle/

*Tools mentioned:

- Zuora Revenue: Audit proof revenue recognition for any business model - https://www.zuora.com/products/revenue/

- NetSuite: Modular ERP system: https://www.netsuite.com/

- NetSuite ARM (Advanced Revenue Management): A module of NetSuite that automates revenue forecasting - https://www.netsuite.co.uk/portal/uk/products/erp/financial-management/revenue-management.shtml

- Alexa: Amazon's virtual assistant AI technology - https://www.amazon.com/alexa/

- Xembly: An AU tool that integrates with Slack and helps with task management - https://xembly.com/

- Slack: A channel-based messaging platform - https://slack.com/

- Causal: A tool that helps you build models effortlessly - https://www.causal.app/

*People mentioned:

- Taimur Abdaal: CEO at Causal - https://www.linkedin.com/in/taimurabdaal/

- Glenn Hopper: CFO, Author & AI expert - https://www.linkedin.com/in/gbhopperiii/

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