"Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech

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"Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech

On Tech Finance, host Sasha Orloff brings you inside the office of the CFO - covering major tech finance news including funding announcements, deals, product launches, and emerging players shaping B2B fintech. We break down the week's biggest developments in finance tech and accounting, and explore how finance leaders are putting AI to work. Tech Finance is brought to you by Puzzle, the modern accounting platform with an AI-first ledger, built for speed, automation, and real time decision making. Learn more: puzzle.io Tech Finance is part of the Turpentine podcast network. Learn more: turpentine.co

  1. E47: Agentic Commerce, Stablecoins, and Global Trends with Cindy Turner, CPO of Worldpay

    12 DE JUN.

    E47: Agentic Commerce, Stablecoins, and Global Trends with Cindy Turner, CPO of Worldpay

    This week, Sasha Orloff and Worldpay Chief Product Officer Cindy Turner explore the shifting digital payments landscape—from stablecoins and agentic tech to global trends in account-to-account payments, regional behaviors, regulatory influences, and innovations like buy now, pay later. -- SPONSORS: Notion Boost your startup with Notion—the ultimate connected workspace trusted by thousands worldwide! From engineering specs to onboarding and fundraising, Notion keeps your team organized and efficient. For a limited time, get 6 months of Notion AI FREE to supercharge your workflow. Claim your offer now at ⁠⁠⁠https://notion.com/startups/puzzle⁠⁠⁠ Puzzle 📈  No more waiting for month's end. No more manual reconciliations, just financials that keep up with you. Puzzle is leading a new movement with an AI first ledger, built for speed, automation, and real time decision making. Join today at ⁠⁠⁠https://puzzle.io/⁠⁠⁠ -- RECOMMENDED IN THIS EPISODE: ⁠https://www.linkedin.com/in/lucinda-turner/ ⁠http://www.worldpay.com -- X/SOCIAL: @Worldpay_Global (Worldpay) @sashaorloff (Sasha) -- TIMESTAMPS: (00:00) Preview (00:58) Intro (01:40) Meet Cindy Turner: Chief Product Officer of Worldpay (02:08) Cindy Turner's career journey (06:41) Global payments report (10:01) Account-to-Account payments: A global perspective (13:15) Sponsors: Notion | Puzzle (14:55) Unlocking Open Banking (17:10) E-commerce and digital payments trends (20:33) Impact of surcharging in Australia (21:56) Surcharging trends in the US (23:23) Cash dominance in certain countries (26:03) Rise of buy now, pay later (29:39) Future of payments: Agentic commerce (33:59) Stablecoins and the future of payments (37:29) Optimizing payments for businesses (38:50) Wrap

    42min
  2. E46: Ex-Plaid CTO on Why Tax is the Ultimate AI Challenge, with Jean-Denis Greze

    21 DE MAI.

    E46: Ex-Plaid CTO on Why Tax is the Ultimate AI Challenge, with Jean-Denis Greze

    In this episode, Sasha Orloff talks with Jean-Denis Greze, Co-founder and CEO of Town, about building an AI-powered tax solution for SMBs, exploring the startup’s origin, the balance between automation and human expertise, strategic market targeting, funding insights, and the transformative potential of AI in tax preparation. -- SPONSORS: Notion Boost your startup with Notion—the ultimate connected workspace trusted by thousands worldwide! From engineering specs to onboarding and fundraising, Notion keeps your team organized and efficient. For a limited time, get 6 months of Notion AI FREE to supercharge your workflow. Claim your offer now at ⁠⁠https://notion.com/startups/puzzle⁠⁠ Puzzle 📈  No more waiting for month's end. No more manual reconciliations, just financials that keep up with you. Puzzle is leading a new movement with an AI first ledger, built for speed, automation, and real time decision making. Join today at ⁠⁠https://puzzle.io/⁠⁠ -- RECOMMENDED IN THIS EPISODE: https://www.linkedin.com/in/jeandenisgreze/ https://town.com/ -- X/SOCIAL: @jgreze (Jean) @TownTaxCo (Town) @sashaorloff (Sasha) -- TIMESTAMPS: (00:00) Preview (00:48) Intro (01:20) Jean-Denis Greze: The origin story of Town (02:10) Challenges and opportunities in business tax prep (03:41) Role of AI in automating tax preparation (05:50) Market dynamics and constraints in tax services (15:49) Sponsors: Notion | Puzzle (17:14) Unique needs of small businesses (24:38) Future of AI in tax preparation (26:12) Segmenting the small business market (27:15) Building trust and scaling AI (37:14) Exploring AI agents and their potential (47:21) Fundraising and future plans (50:57) Wrap

    54min
  3. Artisan: Stop Hiring Humans, with Jaspar Carmichael-Jack

    30 DE ABR.

    Artisan: Stop Hiring Humans, with Jaspar Carmichael-Jack

    This week, Sasha Orloff sits down with Jaspar Carmichael-Jack, Founder & CEO of Artisan, about how their AI employees like Ava are transforming sales and workflows by integrating software into cohesive ecosystems, highlighting breakthroughs in AI capabilities, the balance between automation and human input, and the future of work. -- SPONSORS: Notion Boost your startup with Notion—the ultimate connected workspace trusted by thousands worldwide! From engineering specs to onboarding and fundraising, Notion keeps your team organized and efficient. For a limited time, get 6 months of Notion AI FREE to supercharge your workflow. Claim your offer now at ⁠https://notion.com/startups/puzzle⁠ Puzzle 📈  No more waiting for month's end. No more manual reconciliations, just financials that keep up with you. Puzzle is leading a new movement with an AI first ledger, built for speed, automation, and real time decision making. Join today at ⁠https://puzzle.io/⁠ -- RECOMMENDED IN THIS EPISODE: https://www.linkedin.com/in/jaspar-carmichael-jack/ https://www.artisan.co/ -- X/SOCIAL: @jasparcjack (Jaspar) @GetArtisanAI (Artisan) @sashaorloff (Sasha) -- TIMESTAMPS: (00:00) Preview (00:38) Intro (01:08) Jaspar Carmichael-Jack, Founder & CEO of Artisan (02:53) Concept and evolution of Artisan (04:09) Challenges and iterations in AI development (05:09) Expanding Artisan's capabilities (08:33) Future of AI in the workplace (10:34) Sponsors: Notion | Puzzle (11:58) From better data to smarter responses (13:24) Funding and growth journey (16:44) Balancing AI and human labor (27:26) Fun and unusual use cases for AI (28:45) Final thoughts and lessons learned (31:09) Wrap

    35min
  4. From $2B to $80B: Wealthfront CFO Alan Imberman’s 10-Year Journey

    23 DE ABR.

    From $2B to $80B: Wealthfront CFO Alan Imberman’s 10-Year Journey

    In this episode, Sasha Orloff is joined Alan Imberman, CFO of Wealthfront, about how a client-first philosophy, transparent access, innovative products like S&P 500 Direct Indexing, and strategic use of machine learning have helped Wealthfront grow to $80 billion in assets and 1 million customers, while delivering lower fees, better rates, and sustainable wealth-building strategies. -- SPONSORS: Notion Boost your startup with Notion—the ultimate connected workspace trusted by thousands worldwide! From engineering specs to onboarding and fundraising, Notion keeps your team organized and efficient. For a limited time, get 6 months of Notion AI FREE to supercharge your workflow. Claim your offer now at https://notion.com/startups/puzzle Puzzle 📈  No more waiting for month's end. No more manual reconciliations, just financials that keep up with you. Puzzle is leading a new movement with an AI first ledger, built for speed, automation, and real time decision making. Join today at https://puzzle.io/ -- RECOMMENDED IN THIS EPISODE: https://www.linkedin.com/in/alan-imberman-cfa-aab2371/ https://www.wealthfront.com/ -- X/SOCIAL: @Wealthfront (Wealthfront) @sashaorloff (Sasha) -- TIMESTAMPS: (00:00) Preview (00:48) Intro (01:16) Interview with Alan, CFO of Wealthfront (01:54) Wealthfront's vision and growth (03:24) Innovative financial products (04:19) Profitability and business model (06:03) New product launches and strategies (15:18) Tax loss harvesting and direct indexing (17:43) Sponsors: Notion | Puzzle (19:23) Wealthfront’s tax strategy triumph (23:13) Bond ladders explained (28:11) Future of Wealthfront and AI in finance (33:41) Advice for founders and finance leaders (36:01) Wrap

    40min
  5. The CFO's Blockbuster vs Netflix Moment: AI Adoption with Wouter Born

    16 DE ABR.

    The CFO's Blockbuster vs Netflix Moment: AI Adoption with Wouter Born

    This week, Sasha Orloff is joined by Wouter Born, a finance, AI influencer, and General Partner at Born Capital to discuss how AI is reshaping the CFO role and financial tech stack, drawing lessons from Netflix’s rise over Blockbuster, emphasizing innovation, practical AI adoption, and financial storytelling. -- SPONSORS: Notion Boost your startup with Notion—the ultimate connected workspace trusted by thousands worldwide! From engineering specs to onboarding and fundraising, Notion keeps your team organized and efficient. For a limited time, get 6 months of Notion AI FREE to supercharge your workflow. Claim your offer now at https://notion.com/startups/puzzle Puzzle 📈  No more waiting for month's end. No more manual reconciliations, just financials that keep up with you. Puzzle is leading a new movement with an AI first ledger, built for speed, automation, and real time decision making. Join today at https://puzzle.io/ -- RECOMMENDED IN THIS EPISODE: https://www.linkedin.com/in/wouterborn/ https://cfooffice.io/ -- X/SOCIAL: @wouter_born (Wouter) @sashaorloff (Sasha) -- TIMESTAMPS: (00:00) Preview (00:58) Intro (01:26) Meet Wouter Born: From founder to AI influencer (02:39) Wouter entrepreneurial journey (05:30) Evolution of CFOs in the age of AI (07:28) Practical AI Tips for CFOs and Founders (13:01) Future tech stack for CFOs (17:15) Sponsors: Notion | Puzzle (18:40) Changing role of CFOs (21:30) Importance of storytelling in finance (23:32) Leveraging AI for financial storytelling (25:54) Building financial tools with AI (28:51) Future of CFO tech stack (34:54) Practical advice for AI prompting (38:39) Connecting with the community (39:53) Wrap

    44min
  6. Can AI predict the next unicorn. Crunchbase says yes with 95% accuracy.

    9 DE ABR.

    Can AI predict the next unicorn. Crunchbase says yes with 95% accuracy.

    This week, Sasha Orloff sits down with Megh Gautam, Chief Product Officer of Crunchbase, to explore the company’s evolution into an AI-driven intelligence platform, discussing its 95% unicorn prediction accuracy, AI-powered user experiences, pricing challenges, and insights for founders, investors, and job seekers. -- SPONSORS: Notion Boost your startup with Notion—the ultimate connected workspace trusted by thousands worldwide! From engineering specs to onboarding and fundraising, Notion keeps your team organized and efficient. For a limited time, get 6 months of Notion AI FREE to supercharge your workflow. Claim your offer now at https://notion.com/startups/puzzle Puzzle 📈  No more waiting for month's end. No more manual reconciliations, just financials that keep up with you. Puzzle is leading a new movement with an AI first ledger, built for speed, automation, and real time decision making. Join today at https://puzzle.io/ -- RECOMMENDED IN THIS EPISODE: https://www.linkedin.com/in/meghbartma/ https://www.crunchbase.com/ -- X/SOCIAL: @crunchbase @skyspeak (Megh) @sashaorloff (Sasha) -- TIMESTAMPS: (00:00) Preview (00:35) Intro (01:03) Megh Gautam, Crunchbase's Chief Product Officer (01:48) Megh’s journey to Crunchbase (04:26) Transitioning Crunchbase to an AI company (07:06) Crunchbase's AI and data insights (09:45) User engagement and product development (14:58) Sponsors: Notion | Puzzle (16:22) Forbes article on Crunchbase's AI model (24:58) Pricing strategies and user experience (29:33) Future of AI in product management (35:53) Conclusion and future collaboration (38:27) Wrap

    41min
  7. Surprising Trends from Deel's Data with Ben Cohen

    2 DE ABR.

    Surprising Trends from Deel's Data with Ben Cohen

    This week, Sasha Orloff sits down with Ben Cohen, Head of Data from Deel to discuss the company's 2025 Global Hiring Report, covering trends in Gen Z salaries, rising demand for finance roles, global workforce management challenges, domestic hiring shifts, employee termination rates, and the tools Deel provides to support global hires, with an emphasis on trust and asynchronous decision-making for productivity. -- SPONSORS: Notion Boost your startup with Notion—the ultimate connected workspace trusted by thousands worldwide! From engineering specs to onboarding and fundraising, Notion keeps your team organized and efficient. For a limited time, get 6 months of Notion AI FREE to supercharge your workflow. Claim your offer now at https://notion.com/startups/puzzle Puzzle 📈  No more waiting for month's end. No more manual reconciliations, just financials that keep up with you. Puzzle is leading a new movement with an AI first ledger, built for speed, automation, and real time decision making. Join today at https://puzzle.io/ -- RECOMMENDED IN THIS EPISODE: https://www.linkedin.com/in/benjamin-cohen-0618308/ https://www.deel.com/ -- X/SOCIAL: @deel @sashaorloff (Sasha) -- TIMESTAMPS: (00:00) Preview (00:40) Intro (01:51) Understanding Deal's global hiring report (02:38) Insights on data utilization (04:42) Collaboration and data storytelling (08:23) Generational workforce trends (08:41) Gen Z's impact on the workforce (13:59) Sponsors: Notion | Puzzle (15:39) Global hiring trends and challenges (19:49) Introduction to global hiring trends (20:28) Surprising rise of accountants (22:52) Impact of AI on job market (25:31) Employee terminations and market trends (30:01) Tools and insights for global hiring (33:06) Best practices for a global workforce (36:33) Data analysis tools (38:15) Wrap

    41min
  8. The $500 Domain That Became a Multi-Million Dollar AI Tax Assistant with Kash Ali of TaxGPT

    27 DE MAR.

    The $500 Domain That Became a Multi-Million Dollar AI Tax Assistant with Kash Ali of TaxGPT

    This week, Sasha Orloff is joined by Kash Ali, Founder and CEO of TaxGPT, who shares how a personal tax issue led to the platform’s creation, its rapid growth after Greg Brockman’s GPT-4 demo, investor interest from Marc Cuban and Jason Calacanis, its shift from a consumer tool to a B2B AI assistant for accountants, its unique advantages over general AI, and his own journey from Pakistan to Silicon Valley, culminating in Y Combinator and a vision for the future of AI-driven tax assistance. -- SPONSORS: Notion Boost your startup with Notion—the ultimate connected workspace trusted by thousands worldwide! From engineering specs to onboarding and fundraising, Notion keeps your team organized and efficient. For a limited time, get 6 months of Notion AI FREE to supercharge your workflow. Claim your offer now at https://notion.com/startups/puzzle Puzzle 📈  No more waiting for month's end. No more manual reconciliations, just financials that keep up with you. Puzzle is leading a new movement with an AI first ledger, built for speed, automation, and real time decision making. Join today at https://puzzle.io/ -- RECOMMENDED IN THIS EPISODE: https://www.linkedin.com/in/chkashifali/ https://www.taxgpt.com/ -- X/SOCIAL: @AskTaxGPT @ChKashifAli (Kash) @sashaorloff (Sasha) -- TIMESTAMPS: (00:00) Preview (00:45) Intro (01:14) Meet Kash Ali: The Journey Begins (01:35) Inception of TaxGPT (02:41) From side project to startup (04:16) Securing the domain and early success (07:13) Kash Ali's background and path to Silicon Valley (13:11) Evolution of TaxGPT (13:33) Sponsors: Notion | Puzzle (14:59) TaxGPT's unique value proposition (19:28) Future of TaxGPT and AI integration (20:44) Evolution of AI models (21:48) Enhancing workflows with frontier models (23:03) Importance of prompting in AI (28:13) Journey to Y Combinator (29:55) Fundraising success and future vision (33:06) Future of accounting and AI (40:16) Adopting AI solutions in accounting firms (41:29) Wrap

    45min
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Sobre

On Tech Finance, host Sasha Orloff brings you inside the office of the CFO - covering major tech finance news including funding announcements, deals, product launches, and emerging players shaping B2B fintech. We break down the week's biggest developments in finance tech and accounting, and explore how finance leaders are putting AI to work. Tech Finance is brought to you by Puzzle, the modern accounting platform with an AI-first ledger, built for speed, automation, and real time decision making. Learn more: puzzle.io Tech Finance is part of the Turpentine podcast network. Learn more: turpentine.co

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