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Part 2: The Small Company Advantage: Why Agility Beats Legacy in the AI Era
The Real Question: Where Are You Losing Time? The power of this moment isn't really about technology at all. It's about clarity. The question for leadership teams should be: Where are we burning hours on processes that could be automated or streamlined? Where is our team doing repetitive work that pulls them away from strategy and growth? Take a hard look at your standard operating procedures. How much time goes into data entry, report generation, customer follow-ups, sche
Rakhee Das
3 days ago2 min read


Part 1 - The Small Company Advantage: Why Agility Beats Legacy in the AI Era.
There's a quiet revolution happening in enterprise technology, and for once, David has the advantage over Goliath. While Fortune 500 companies struggle under the weight of their Workday implementations, ServiceNow integrations, and Salesforce ecosystems, smaller companies are discovering something liberating: they're not trapped by the very tools that were supposed to set them free. The Hidden Cost of Enterprise Scale Large organizations have spent years, sometimes decades
Rakhee Das
3 days ago2 min read


Don’t Start Another Year Stuck in Excel
If your finance team spent the last week of December buried in spreadsheets, manually reconciling year-end numbers, refreshing dashboards, and trying to explain variances line by line—you're not alone. It’s the same grind year after year. But it doesn’t have to be. This January is different. For the first time, enterprise-ready AI tools are available inside the systems you already use. Microsoft Copilot, Gemini, and deterministic small language models (SLMs) now let you ask

Brian Spector
Jan 82 min read


Stop Buying People to Build AI
Here’s the traditional model: you hire a consulting firm that assigns four people to your team. They interview users, gather requirements, maybe train a model, and build a prototype... someday. Here’s our model: you give us a process that’s breaking your finance team. In 2–4 weeks, we hand back a working solution that runs inside Excel or SharePoint, built on deterministic AI, scoped tightly, and scoped once. That’s it. This isn’t a knock on consultants — it’s a knock on i

Brian Spector
Dec 16, 20251 min read


AI Services > AI Products
If you're still selling an AI product, good luck. This fall, enterprise buyers made a subtle but decisive shift. They weren’t looking for new SaaS logins or another monthly subscription. They wanted results. Inside their existing tools. Without six-month deployments or $500K contracts. What won? Services. Not managed services or staff augmentation. Not "AI consulting" with 100-slide decks. But modular, fixed-scope service blocks that solve a specific problem in 2–4 weeks.

Brian Spector
Nov 19, 20251 min read


When Microsoft Caught Up: What CoPilot’s Expansion Means for Niche AI Tools
October was the turning point. Microsoft expanded CoPilot across Excel, Teams, SharePoint, and PowerPoint — and it was suddenly clear that many niche AI platforms were on borrowed time. Including some of the tools we’ve deployed for our clients. We’d spent the better part of a year building around a conversational analytics layer for finance. But the moment CoPilot started reading tables and summarizing slide decks inside the Microsoft 365 suite, that model broke. Instead

Brian Spector
Oct 9, 20251 min read


When ChatGPT Isn’t Enough: AI for the CFO Suite
2025 was the year everyone in the enterprise started playing with ChatGPT. It helped with email drafting, brainstorming, and answering quick questions. But by September, our clients had all hit the same wall: It doesn’t actually fix anything I care about. In operational finance, accuracy matters. Latency matters. Traceability matters. “Just ask ChatGPT” doesn’t work when you're reconciling reports across three ERPs, cleaning up vendor data, or explaining variances to the b

Brian Spector
Sep 4, 20251 min read


The 2025 Great AI Disappointment: Our Response to Why Companies Are Abandoning Their Generative AI Projects
The honeymoon phase is over. According to the Economist , after two years of breathless excitement about generative AI's transformative...
Rakhee Das
Jul 7, 20254 min read


What AI Projects Should Cost — And Why Yours Are Overpriced
Following up on my recent posts on small language models, I wanted to delve again into how they are revolutionizing business. AI has...
Rakhee Das
Jun 30, 20252 min read


SLM vs. LLM: A CFO’s Guide to Smarter AI Investment
Overview: What CFOs Should Know LLMs (Large Language Models) – Massive AI systems (hundreds of billions to trillions of parameters)...
Rakhee Das
Jun 30, 20252 min read


Ripping Out Your ERP Might Be the Most Expensive Mistake You Make This Year
Following up on my recent posts on small language models, I wanted to delve again into how they are revolutionizing business. When...
Rakhee Das
Jun 28, 20252 min read


10 Excel Processes That Should Already Be Automated with AI
Following up on my recent posts on small language models, I wanted to delve again into how they are revolutionizing business. Every...
Rakhee Das
Jun 28, 20252 min read


Real Business AI Starts with Small Language Models
Enterprise leaders today are understandably wary of the “AI” buzz. Chatbots that hallucinate, image generators that impress but...
Rakhee Das
Jun 28, 20253 min read


CFO Priorities for 2024: Embracing Data and AI for Finance Transformation
As we move further into 2024, our purpose is to prepare CFOs facing a landscape of rapid technological change and increasing...
Rakhee Das
Sep 14, 20243 min read


Navigating the Financial Lifecycle: From Procurement to Reporting
In today's fast-paced business world, understanding and optimizing your company's financial processes is crucial for success. Let's take...
Rakhee Das
Sep 14, 20242 min read


Our AI Framework Used for Contracts and Bids
When CFOs hear the term “AI,” many envision a future straight out of science fiction—one where machines handle all the tedious work,...
Rakhee Das
Sep 14, 20244 min read
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