My CPA career as an auditor began at Deloitte & Touche. I gained a solid grasp of Accounting. After all, how hard could it be? You substantiate what was recorded on the general ledger, tick and tie, reconciling everything back to source documents, and ensuring it all aligns with GAAP. Simple, right?
Not even close!
What I encountered instead was a mountain of manual work. Spreadsheets were everywhere, used for reconciliations, calculations, and tracking. Contracts were scattered across departments, and sometimes it took days just to find the latest version. The sheer volume of repetitive tasks was overwhelming. While I learned a lot, I also saw firsthand how much time and talent was being wasted on tasks that could and should be automated.
Later, when I moved into industry roles in Accounting and FP&A working for a few Fortune 100 companies, the pain points didn’t go away. They just evolved. Systems were fragmented. Invoicing and revenue recognition were disconnected. Intercompany transactions didn’t balance. One hand wasn’t talking to the other. Finance teams were constantly under pressure to deliver faster, more accurate and meaningful insights, but with fewer resources with growing complexities.
That experience stuck with me. It’s what ultimately led me to Product Management. I didn’t just want to keep working around the problems. I wanted to solve them. And now, with BillAgent, I’m channeling that journey into a platform designed to empower the Office of the CFO with AI.
Why AI Is a Game-Changer for Finance
AI isn’t here to replace finance teams. It’s here to augment them. It’s the difference between spending hours manually reviewing contracts, setting up billing schedules and revenue recognition, tracking changes to contract terms, and reconciling transactions versus having an intelligent system that can zip through contracts, automate billing, recognize revenue in real time and update everything when terms change.
It’s about giving accountants, controllers, Rev Ops teams the tools to focus on strategy, not just survival.
And when AI is deployed where it matters, the results speak for themselves:
An AI-augmented CFO can:
Finance teams benefit too – with faster closes and, fewer errors, it leaves more time for analysis and planning.
Why We Built BillAgent
When CRM, ERP and EPM systems were introduced, they were supposed to streamline finance operations and provide easy access to accurate data. But in reality, they created silos. Data became fragmented. Processes became more complex, not less.
We built BillAgent because we’ve lived the pain. We know what it’s like to be buried in spreadsheets, to dread month-end close, and to feel disconnected from the data that drives decisions. These systems weren’t designed for modern finance teams, especially those navigating complex billing models, evolving revenue standards, and cross-functional workflows.
BillAgent unifies CRM, ERP, and EPM and supercharges them with end-to-end AI workflows. Our platform helps finance teams:
A Vision for the Future
The rise of the AI-augmented CFO isn’t just a trend. It’s a paradigm shift. CFOs now have the opportunity to lead digital transformation, not just support it. Finance is evolving from a reactive function to a strategic business partner – one that drives growth, agility, and resilience across the organization.
This transformation is being led by those of us who’ve lived the pain and are now building the future.
At BillAgent, we believe the best finance software is built by finance professionals who understand the complexity, urgency, and nuance of the work. We’re here to help you reclaim your time, reduce risk, and lead with confidence in the age of AI!
[1] How AI is improving accounting efficiency | Stanford Report
[2] AI ROI for today’s CFOs: How to find use cases that really count | CFO Dive
