Future Finance

Glenn Hopper & Paul Barnhurst

Future Finance is a podcast that delves into the transformative world of finance hosted by Paul Barnhurst, aka The FP&A Guy, and Glenn Hopper, emphasizing the impact of technology and artificial intelligence within the finance profession. Each episode brings listeners the latest news on AI and financial technology, insightful discussions, expert analyses, and forward-thinking ideas, exploring how AI and technological innovations are reshaping corporate finance as we know it. The podcast will become a must-listen for anyone interested in the evolving intersection of technology and finance

  1. The Future of Finance for CFOs to Automate Accounting with AI-First General Ledgers - Sasha Orloff

    4 DAYS AGO

    The Future of Finance for CFOs to Automate Accounting with AI-First General Ledgers - Sasha Orloff

    In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with Sasha Orloff, CEO of Puzzle, to discuss the future of accounting and how AI is poised to transform the finance industry. Sasha Orloff shares his journey from founding LendUp and Mission Lane to building Puzzle, an innovative accounting software platform designed to solve the industry’s most pressing challenges. Sasha Orloff is the CEO of Puzzle, a modern accounting software platform focused on building the future of finance. Before Puzzle, Sasha Orloff founded LendUp and Mission Lane, which both scaled to hundreds of millions in revenue. He has a deep background in finance, technology, and AI, and his insights are helping to shape the next wave of innovation in the industry. In this episode, you will discover: The challenges of traditional accounting systems and outdated softwareHow AI and predictive analytics can streamline financial tasks and improve decisionsThe need for an evolving general ledger and the role of blockchain in enhancing transparencyHow AI reduces errors and provides more accurate insights for finance professionalsThe future of accounting and how AI will enable faster, smarter decision-making Sasha Orloff explains how Puzzle is addressing the foundational issues with traditional accounting software by focusing on trust, transparency, and flexibility. He also shares his thoughts on the importance of building the right data infrastructure to enable AI-driven insights in finance. Join hosts Glenn and Paul as they unravel the complexities of AI in finance. Follow Sasha: LinkedIn: https://www.linkedin.com/in/sashaorloff/ Company: https://www.linkedin.com/company/puzzlefin/ Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul: LinkedIn - https://www.linkedin.com/in/thefpandaguy Follow QFlow.AI: Website - https://bit.ly/4i1Ekjg Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [01:00] - Meet Sasha Orloff [03:30] - The Problem with Traditional Accounting Software [06:00] - The Future of the General Ledger and Data Transparency [10:30] - How AI Enhances Finance and Accounting Tasks [12:45] - Blockchain’s Role in Financial Trust [17:30] - The Role of AI in Business Decision-Making [20:00] - How Puzzle is Revolutionizing...

    35 min
  2. How Finance Teams Can Solve the Monday Morning Problem with Real-Time AI - Ian Wong

    24/12/2025

    How Finance Teams Can Solve the Monday Morning Problem with Real-Time AI - Ian Wong

    In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst are joined by Ian Wong, co-founder and CEO of Summation, a cutting-edge AI platform designed to help enterprise leaders navigate complex data and make smarter business decisions. Ian shares his journey from CTO at Opendoor to founding Summation, inspired by his frustration with the inefficiencies of traditional reporting and analysis systems. Ian Wong is the co-founder and CEO of Summation, an AI-powered decision platform built to help enterprise leaders better understand how their businesses are performing. Before Summation, Ian co-founded Opendoor and served as CTO through its journey to going public. He was also Square’s first data scientist, where he built early fraud and risk systems. Ian holds degrees in electrical engineering and statistics from Stanford University and brings a rare blend of deep technical expertise and business leadership experience. Expect to Learn: The Monday Morning Problem and its impact on business operationsHow AI can eliminate tedious data analysis processesThe difference between traditional BI tools and the AI-powered platform SummationThe importance of real-time, decision-grade data for enterprise leaders Join hosts Glenn and Paul as they unravel the complexities of AI in finance: Follow Ian: LinkedIn: https://www.linkedin.com/in/ian-wong/ Company: https://www.linkedin.com/company/summation-hq/ Follow Paul: LinkedIn - https://www.linkedin.com/in/thefpandaguy Follow QFlow.AI: Website - https://bit.ly/4i1Ekjg Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [01:01] - The Monday Morning Problem and Decision-Making [03:46] - The time and effort spent on manual data analysis [08:48] - Ian’s Motivation Behind Summation [10:40] - What Makes Summation Different [12:48] - The Importance of Accurate Data in Finance [13:53] - Wrapping Up and Farewell

    14 min
  3. How Finance Pros Can Fix Broken Reporting and End the Monday Morning Problem with Ian Wong

    17/12/2025

    How Finance Pros Can Fix Broken Reporting and End the Monday Morning Problem with Ian Wong

    In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with Ian Wong, co-founder and CEO of Summation, to talk about one of the most frustrating challenges in finance and analytics: getting timely, trustworthy answers to basic business questions. Ian shares the story behind what he calls the “Monday Morning Problem” and explains why finance teams often spend weeks chasing insights that arrive too late to matter. The conversation explores the limits of dashboards, the risks of AI hallucinations in finance, and what decision-grade analytics really means. Ian Wong is the co-founder and CEO of Summation, an AI-powered decision platform built to help enterprise leaders better understand how their businesses are performing. Before Summation, Ian co-founded Opendoor and served as CTO through its journey to going public. He was also Square’s first data scientist, where he built early fraud and risk systems. Ian holds degrees in electrical engineering and statistics from Stanford University and brings a rare blend of deep technical expertise and business leadership experience. In this episode, you will discover: What the “Monday Morning Problem” is and why it slows down decision-makingWhy dashboards and ad hoc reports often fail finance leadersThe risks of relying on generic AI tools for financial analysisHow decision-grade analytics differ from conversational AIWhat the coming “query flood” could mean for data infrastructure and costs Ian explains how Summation helps finance and operations teams move from manual data stitching to faster, more reliable insights. The discussion also covers AI hype versus reality, why trust matters so much in finance analytics, and how leaders can think more clearly about where AI fits into real business workflows. Join hosts Glenn and Paul as they unravel the complexities of AI in finance. Follow Ian: LinkedIn: https://www.linkedin.com/in/ian-wong/ Company: https://www.linkedin.com/company/summation-hq/ Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul: LinkedIn -  https://www.linkedin.com/in/thefpandaguy Follow QFlow.AI: Website - https://bit.ly/4i1Ekjg Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [01:58] – Meet Ian Wong [05:25] – The “Monday Morning Problem” [09:23] – What Empathetic Leadership Really Means [13:15] – How Enterprise Research Really Works [16:34] – The Monday Morning Numbers Meeting [21:25] – A Balance Sheet That Still Doesn’t Balance [25:53] – Where AI actually helps finance teams [28:27] – The AI Hype Question of 2025 [33:07] – Moving into Personal Questions

    37 min
  4. ERP and AI Failures Finance Pros Face Without Data and Process Governance with Cindy Vindasius

    10/12/2025

    ERP and AI Failures Finance Pros Face Without Data and Process Governance with Cindy Vindasius

    In this episode of The Future Finance Show, hosts Paul Barnhurst and Glenn Hopper sit down with Cindy Vindasius, an expert in accounting and process transformation with over 30 years of experience in the Silicon Valley ecosystem. Cindy, the founder and CEO of her advisory practice, shares her expertise on ERP implementations, system transformations, and how AI is reshaping the finance landscape. They discuss her experiences with ERP failures, her new online course for ERP readiness, and the challenges companies face when navigating ERP transformations and adopting AI tools. Cindy Vindasius is a CPA and MBA with over 30 years of experience guiding high-growth technology and manufacturing companies through complex ERP, finance transformation, and AI-readiness initiatives. As the founder of Vindasius Advisory, she has led 12 ERP implementations, 8 IPO and M&A, and numerous SOX compliance projects. Her clients include industry leaders such as Tesla, Apple, 23andMe, and TenX. Through her ERP Preparedness Master Workshop and executive advisory programs, Cindy helps CFOs and CIOs align systems and processes for scale, resilience, and efficiency. Expect to Learn: Why legacy ERP systems are fundamentally flawed in designCindy’s journey into ERP transformations and system implementationsThe complexity of ERP migrations and why they’re often harder than expectedHow AI is changing ERP systems and the finance industryCindy’s ERP readiness course, which helps businesses prepare for successful ERP transformations Join hosts Glenn and Paul as they unravel the complexities of AI in finance: AI Readiness Assessment: Take the free 3-minute AI Readiness Assessment to clearly identify your strengths and weaknesses across Finance and Operations: https://cindy-tooq6nwx.scoreapp.com/ AI First Vendor Evaluation Checklist: Evaluate smarter and avoid costly mistakes with this AI First Vendor Evaluation Checklist packed with key criteria: https://www.vindasius.com/opt-in Follow Cindy: LinkedIn: https://www.linkedin.com/in/cindy-vindasius/ Website: https://www.vindasius.com Follow Paul: LinkedIn -  https://www.linkedin.com/in/thefpandaguy Follow QFlow.AI: Website - https://bit.ly/4i1Ekjg Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [00:29] - Cindy’s Background and ERP Experience [03:30] - The Challenges of ERP Implementations [07:00] - AI’s Role in Changing ERP Systems [10:10] - Lessons from AI-Native ERP Platforms [12:00] - Cindy’s ERP Readiness Course [16:30] - Closing Thoughts and Thanks

    17 min
  5. What Finance Professionals Must Fix Before AI and ERP Transformations Fail with Cindy Vindasius

    03/12/2025

    What Finance Professionals Must Fix Before AI and ERP Transformations Fail with Cindy Vindasius

    In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper are joined by systems and finance transformation expert Cindy Vindasius to explore why so many ERP implementations fail, and what companies can do to fix that. They discuss the often-overlooked groundwork needed before selecting a system or deploying AI tools, and why jumping straight to automation without strong data and processes is a recipe for chaos. Whether you're planning an ERP rollout or modernizing finance operations, this conversation is packed with practical guidance for long-term success. Cindy Vindasius is a CPA and MBA with over 30 years of experience guiding high-growth technology and manufacturing companies through complex ERP, finance transformation, and AI-readiness initiatives. As the founder of Vindasius Advisory, she has led 12 ERP implementations, 8 IPO and M&A, and numerous SOX compliance projects. Her clients include industry leaders such as Tesla, Apple, 23andMe, and TenX. Through her ERP Preparedness Master Workshop and executive advisory programs, Cindy helps CFOs and CIOs align systems and processes for scale, resilience, and efficiency. In this episode, you will discover: Why 70% of ERP implementations fail and how to avoid common misstepsWhat ERP readiness really means, and why it's often overlookedHow AI-native ERPs compare to legacy systems in real-world implementationsWhy scalable data governance and documented processes are essentialHow Cindy’s ERP Preparedness Master Workshop helps teams succeed This episode highlights the often-missed foundations of ERP and AI success: preparation, clarity, and scalability. Cindy Vindasius shares the roadmap finance leaders need to transform systems from a source of chaos into a driver of growth. Join hosts Glenn and Paul as they unravel the complexities of AI in finance. AI Readiness Assessment: Take the free 3-minute AI Readiness Assessment to clearly identify your strengths and weaknesses across Finance and Operations: https://cindy-tooq6nwx.scoreapp.com/ AI First Vendor Evaluation Checklist: Evaluate smarter and avoid costly mistakes with this AI First Vendor Evaluation Checklist packed with key criteria: https://www.vindasius.com/opt-in Follow Cindy: LinkedIn: https://www.linkedin.com/in/cindy-vindasius/ Website: https://www.vindasius.com Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul: LinkedIn -  https://www.linkedin.com/in/thefpandaguy Follow QFlow.AI: Website - https://bit.ly/4i1Ekjg Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what

    34 min
  6. The ERP Problem for Finance Teams to Replace Consultant Lock-In with AI - Santiago Nestares

    26/11/2025

    The ERP Problem for Finance Teams to Replace Consultant Lock-In with AI - Santiago Nestares

    In this episode of The Future Finance Show, hosts Glenn Hopper and Paul Barnhurst speak with Santiago Nestares, co-founder and CEO of DualEntry, about the urgent need for modern ERP systems built from the ground up. Santiago shares the origin story behind DualEntry, born from his frustrations with legacy finance systems while scaling a $100M+ global business. The conversation explores how DualEntry eliminates painful ERP implementations, delivers live data in under 24 hours, and empowers finance teams to operate with greater automation and control Santiago Nestares is the CEO and co-founder of DualEntry, an AI-native ERP platform. Prior to DualEntry, he co-founded Benitago, which scaled to over $100 million in revenue. His first-hand struggles with outdated ERP systems inspired him to build a finance platform that automates workflows, simplifies migrations, and improves operational transparency, without the typical consulting overhead or nine-month implementations. Expect to Learn: Why legacy ERP systems are fundamentally flawed in designHow DualEntry enables 24-hour data migrations with minimal disruptionThe practical difference between AI-native vs. AI-layered ERP platformsHow consumer-grade experience is redefining enterprise finance softwareWhy ERP implementation doesn’t have to feel like back surgery Join hosts Glenn and Paul as they unravel the complexities of AI in finance: Follow Santiago: LinkedIn: https://www.linkedin.com/in/santiago-nestares/ Website: https://www.dualentry.com/ Follow Paul: LinkedIn -  https://www.linkedin.com/in/thefpandaguy Follow QFlow.AI: Website - https://bit.ly/4i1Ekjg Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [00:58] - ERP Pain Points from Scaling a $100M Business [02:39] - Why Simple ERP Migrations Are Surprisingly Hard [06:13] - From Stealth to $90M Series A [10:01] - Where Finance Teams Will See ROI First [14:42] - How 24-Hour ERP Migration Works [19:26]- Fixing ERP: From Back Surgery to Massage

    20 min
  7. DualEntry's Co-founder Santiago Nestares shares why Mid-Market CFO are ditching Legacy ERPs

    19/11/2025

    DualEntry's Co-founder Santiago Nestares shares why Mid-Market CFO are ditching Legacy ERPs

    In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper talk with Santiago Nestares, co-founder and CEO of DualEntry, about the reinvention of ERP systems through AI-native design. After scaling a global e-commerce business to over $100 million in revenue, Santiago experienced the frustrations of legacy finance systems firsthand. That pain sparked the vision for DualEntry: an ERP platform built from the ground up for the AI era. Santiago Nestares is the CEO and co-founder of DualEntry, an AI-native ERP platform. Before DualEntry, he co-founded Benitago, a leading Amazon brand aggregator. His experience running a multi-entity, high-growth business exposed the inefficiencies in traditional finance systems, inspiring him to build a next-gen ERP solution from scratch. In this episode, you will discover: Why legacy ERP systems are fundamentally broken, and how AI changes the gameHow DualEntry enables 24-hour ERP data migrationThe role of AI in journal entries, reporting, and reconciliationHow auditors are embracing automation and AI for compliance and accuracyWhy ERP systems must evolve beyond just being "AI-enabled" to truly AI-native Santiago Nestares joins Paul and Glenn to reveal how DualEntry is transforming ERP for the AI era. From eliminating painful migrations to building systems finance teams actually enjoy using, Santiago makes it clear: the future of ERP is AI-native, fast, and built with users in mind. ERP doesn’t have to be a burden. With the right tools, it can become a strategic advantage. Join hosts Glenn and Paul as they unravel the complexities of AI in finance: Follow Santiago: LinkedIn: https://www.linkedin.com/in/santiago-nestares/ Website: https://www.dualentry.com/ Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul: LinkedIn -  https://www.linkedin.com/in/thefpandaguy Follow QFlow.AI: Website - https://bit.ly/4i1Ekjg Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [01:36] - Lessons from Scaling to $100M & ERP Frustrations [03:37] - Why ERP Migrations Are So Broken [07:47] - How DualEntry Raised a $90M Series A [10:51] - AI-Native vs. AI-Enabled ERP Systems [18:23] - Challenges and Realities of 24-Hour ERP Migration [23:26] - Why Building a Mid-Market ERP Is a Bold Move [28:18] - Using AI in Audits & Real-Time Reporting [31:45] - Rapid-Fire AI Questions [35:52] - Final Reflections & Wrap-Up

    37 min
  8. The NetSuite AI & MCP Connector Help Finance Teams Turn ERP into a System of Action with Ranga & Joe

    12/11/2025

    The NetSuite AI & MCP Connector Help Finance Teams Turn ERP into a System of Action with Ranga & Joe

    In this episode of Future Finance, Glenn Hopper and Paul Barnhurst sit down with Joe Friedman and Ranga Bodla from Oracle NetSuite to explore how AI is transforming enterprise resource planning (ERP) systems. Amidst rising competition and a rapidly changing tech landscape, NetSuite is doubling down on intelligent automation, open platforms, and embedded AI to redefine how finance teams operate. Joe Friedman is the Senior Director of AI Innovation at Oracle NetSuite, driving efforts to integrate practical AI across finance and operations. With over 15 years at NetSuite, Joe focuses on converting AI into measurable productivity gains. Ranga Bodla is the Vice President of Field Engagement and Marketing at Oracle NetSuite, with more than 20 years in enterprise software. He leads industry strategy across verticals, helping businesses convert innovation into performance Expect to Learn: Why AI is reinvigorating interest in ERP platforms like NetSuite.How NetSuite’s AI strategy balances “AI every day” and “AI your way.”What the MCP connector does and why it’s a game-changer for data analysis.How NetSuite’s clean data models fuel better AI outcomes and user productivity. Joe Friedman and Ranga Bodla offer a compelling look at how NetSuite is embedding AI into the core of ERP to drive smarter, faster decision-making. Their insights show that clean data, open platforms, and practical AI tools are key to transforming finance operations today. Join hosts Glenn and Paul as they unravel the complexities of AI in finance: Follow Joe: LinkedIn: https://www.linkedin.com/in/friedman-ns/ Follow Ranga: LinkedIn: https://www.linkedin.com/in/ranga-bodla-bb45b/ Follow Paul: LinkedIn -  https://www.linkedin.com/in/thefpandaguy Follow QFlow.AI: Website - https://bit.ly/4i1Ekjg Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [02:00] – Where NetSuite Stands in Today’s ERP Landscape [05:17] – Why ERP and AI Go Hand-in-Hand [07:29] – AI Every Day, AI Your Way: What NetSuite’s MCP Connector Unlocks [10:29] – Practical AI Integration Inside NetSuite [13:30] – Real-World Use Cases for AI in Finance [16:22] – AI Agents, Automation, and What’s Coming Next [18:05] – SaaS as the Real Driver of AI Adoption [19:48] – Why Clean Data Fuels Better AI Outcomes [21:12] – Closing Thoughts

    22 min

About

Future Finance is a podcast that delves into the transformative world of finance hosted by Paul Barnhurst, aka The FP&A Guy, and Glenn Hopper, emphasizing the impact of technology and artificial intelligence within the finance profession. Each episode brings listeners the latest news on AI and financial technology, insightful discussions, expert analyses, and forward-thinking ideas, exploring how AI and technological innovations are reshaping corporate finance as we know it. The podcast will become a must-listen for anyone interested in the evolving intersection of technology and finance

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