Tony Malz, CFA

Stop overpaying for "AI-powered insights" that are just vaporware in disguise. AI can't replace the human context your FP&A analysts bring to the table. The real bottleneck isn't your people. It's broken infrastructure trapping strategic thinkers in tactical work. Fix the systems, free your analysts, and watch your finance team deliver the value no algorithm can. #AIPoweredFinancialPlanning #FPAAnalystStrategy #FinanceTeamAutomation #FPASoftwareROI #FinanceTeamInfrastructure #FinanceAIReality #FPAInfrastructureValue #StrategicFinanceAutomation #CFOLeadership https://buff.ly/HCmqqZZ

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CFOs aren’t short on strategy. They’re short on trusted data. In conversations with finance leaders over the past few months, one pattern keeps showing up. Teams have strong FP&A talent, solid ERPs, and no shortage of dashboards. Yet the same metrics still change from report to report. Forecasts quietly break each month. Board decks require last-minute reconciliation. The problem usually isn’t planning. It’s the data layer underneath it. When financial and operational data isn’t standardized and refresh-safe, every downstream effort struggles. FP&A spends time reconciling instead of analyzing. Reporting becomes harder to defend. AI initiatives stall before they start. At Brillifi, we focus on that layer first. We help finance teams build a clean, durable data backbone so every number means the same thing across ERPs, billing systems, spreadsheets, and models. When that foundation is in place, something shifts. Forecasts hold. Reporting stabilizes. Finance teams get time back to focus on insight, not cleanup. The future of finance isn’t just better tools or smarter models. It’s building the data once and using it everywhere. #CFO #FPandA #FinanceData

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💡The CFO Stack Is Being Rebuilt in Real Time💡 For decades, finance teams have been constrained by bloated ERPs, stale data, and manual closes - systems built for compliance, not strategy. Now, AI is rebuilding the CFO stack from the ground up. New platforms automate ingestion, reconciliation, and reporting, turning finance from a back-office utility into a real-time engine for decision-making. This isn’t about replacing accountants - it’s about elevating them from execution to judgment. And it’s driving one of the most important transformation cycles in enterprise software. At QED Investors, we see five frontiers reshaping the space: 1️⃣ Data as the wedge – automating ingestion and reconciliation. 2️⃣ Next-gen AR automation – cutting time-to-collect and unlocking cash. 3️⃣ Reinventing ERP – modern, modular systems replacing legacy suites. 4️⃣ AI agents – software evolving into autonomous finance teammates. 5️⃣ Vertical finance platforms – tailored stacks winning through depth and distribution. The winners will pair automation with trust, precision, and usability, redefining how finance operates at every level. 👇 Read the full report + market map: 📄 https://lnkd.in/gdXcS7eX 📄 https://lnkd.in/g44GHKFf 📣If you’re building in this space, we’d love to hear from you - reach out to me at laura@qedinvestors.com and Shruti Batra at shruti@qedinvestors.com!

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Most CFOs think about tax compliance. Few treat tax incentives as a strategic lever. In this CFO-led conversation, identify and use specialty tax incentives like R&D credits, energy incentives, and cost segregation to improve cash flow and fund growth initiatives. Expect true stories, real numbers, and a candid look into a CFO’s decision-making process – including practical screening questions for all industries. DAY 1 Breakout session presented by Capstan Tax Strategies 📍 Spring 2026 CFO Leadership Conference 📅 June 3–5, 2026 | Boston, MA RSVP: https://lnkd.in/ehJ5A8iF

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