Free Daily Podcast Summary
"Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech: Daily Summaries Delivered
by Puzzle, Turpentine
Get key takeaways, quotes, and insights from "Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech in a 5-minute read. Delivered straight to your inbox.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 1 weeks ago43 min
E68: Jeff Grimes of Perplexity on the New AI-Native Analyst
Sasha Orloff and Jeff Grimes, Perplexity’s Product Lead for Finance, explore the evolution of search from a simple "answer engine" to a high-stakes "action engine." They discuss the disruption of legacy platforms like the Bloomberg Terminal and how Perplexity is building an AI-native operating system designed specifically for the rigors of financial analysis. The conversation tackles the industry's skepticism toward AI accuracy, detailing the "auditability-first" approach that allows finance teams to verify every data point back to its original SEC filing, effectively turning complex technical workflows into plain-English commands. -- 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/jeffgrimes9/ https://www.perplexity.ai/finance -- X/SOCIAL: @jeffgrimes9 (Jeff) @sashaorloff (Sasha) -- TIMESTAMPS: Preview Intro Why it went viral Comet and agentic browsing WSJ controversy breakdown What versus How Google innovators dilemma Sponsors: Notion | Puzzle Perplexity finance users Off the shelf data deals Future of finance workflows Workflows and automation Proactive assistants Trust in finance Audit trails by design Getting started with computer Multi model orchestration Wild user stories Domain specific finance Where to learn more Wrap
- Apr 1, 202646 min
E67: Navigating the Era of "AI Slop" in Accounting with Luke Frye
In this episode, Sasha Orloff sits down with Luke Frye, founder of LukeFrye.co, to trace his decade-long journey through foundational fintech pioneers like Bench and Pilot and explore how AI is shifting the accountant's role from manual data entry to "architecting" financial systems and human-centric advisory. -- 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/lukefrye/ https://lukefrye.co/ -- X/SOCIAL: @LukeFrye (Luke) @sashaorloff (Sasha) -- TIMESTAMPS: Preview Intro From Wyoming To Techstars Bench origin story Automating accounting tension Bench growth playbook Early sales and scale Sponsors: Notion | Puzzle Bench cracks and incentives Tax experiment trainwreck Solo practice to Pilot Pilot tech stack shift Sales ops balance From Pilot to Rivet Why Puzzle mattered Modern tax software gap Automation limits today AI makes us human Where firms should start Vision values planning Future firm architect Wrap
- Mar 24, 202642 min
E66: Engineering the Modern Accounting Firm with Greg Capitolo of Attivo Partners
In this episode, Sasha Orloff speaks with Greg Capitolo, Co-founder and Partner at Attivo Partner, to discuss how fractional finance teams are transitioning from manual bookkeeping to AI-driven advisory roles, emphasizing the shift toward "real-time data-driven decision making" over traditional month-end closes. -- 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/gregcapitolo/ http://www.attivopartners.com -- X/SOCIAL: @sashaorloff (Sasha) -- TIMESTAMPS: Preview Intro Meet Greg Capitolo of Attivo Partner Who Attivo serves Why VCs recommend Founder trigger points AI outlook AI boosts advisory Creating 10x accountants Sponsors: Notion | Puzzle Pricing and billing shift Choosing AI tools Human in the loop Accounting needs accountants Real time data Tool evaluation framework Growth mindset future Wrap
- Jan 14, 202636 min
E65: a16z-backed Stuut CEO Tarek Alaruri on Why Legacy AR Software Failed and How AI Fixes It
In this episode, Sasha Orloff speaks with Tarek Alaruri, CEO and Co-founder of Stuut, about raising a Series A from Andreessen Horowitz to build an AI-powered accounts receivable platform that automates the entire AR function—from credit and collections to cash application and disputes—delivering a 40% reduction in DSO in the first six months compared to the 3% improvement from legacy software, while implementing in just 3.6 days for mid-market and Fortune 100 companies. -- 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/tarekalaruri/ https://www.stuut.ai/ -- X/SOCIAL: @TAlaruri (Tarek) @sashaorloff (Sasha) -- TIMESTAMPS: Preview Intro Interview with Tarek Alaruri, CEO of Stuut Problem with traditional accounts receivable How AI is transforming accounts receivable Stuut's mission and impact Future of AI in finance Customer experience and AI solutions Evolution of AI and business processes Sponsors: Notion | Puzzle Eliminating clicks with Stuut AI in B2B transactions Role of AR teams today and tomorrow Fundraising insights and strategies Building enterprise AI and future outlook Wrap
- Jan 7, 202635 min
E64: Numeral CEO Sam Ross: Why I Abandoned My Profitable Business to Raise $50M for Something "Boring"
In this episode, Sasha Orloff sits down with Sam Ross, co-founder and CEO of Numeral and former product leader at Teespring and Airbnb, about raising Series B funding from Mayfield (following Benchmark's Series A and Uncork's seed) to build what he calls "the most boring AI company"—an end-to-end sales tax automation platform that uses AI to eliminate the manual burden of multi-state and international tax compliance for e-commerce and SaaS businesses, transforming a traditionally services-heavy industry into a fully automated solution that handles everything from nexus analysis and registration to filings and government correspondence. -- 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/sambross/ https://www.numeral.com -- X/SOCIAL: @SpamRoss (Sam) @sashaorloff (Sasha) -- TIMESTAMPS: Preview Intro Guest Introduction: Sam Ross Most boring AI company AI and sales tax Origin story and early challenges Building the business and first customers Sponsors: Notion | Puzzle Sales tax compliance and solutions Automating mail and customer engagement E-commerce and tax compliance challenges Marketplace tax exposure issues Government complexities and physical mail Founding story and funding journey AI innovations in tax compliance Future of AI and browser automation Wrap
- Dec 17, 202548 min
E63: Reverse Engineering Venture Capital with Metal's Usman Gul
In this episode, Sasha Orloff speaks with Usman Gul, founder and CEO of Metal, about building an AI-driven operating system for fundraising backed by Y Combinator and Andreessen Horowitz that helps founders avoid wasting 80% of their investor meetings by using data-driven insights to identify the most likely investors based on historical funding patterns, industry benchmarks, and relationship intelligence across over 500,000 venture rounds. -- 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/gulsf/ http://www.metal.so -- X/SOCIAL: @usmangul (Usman) @sashaorloff (Sasha) -- TIMESTAMPS: Preview Intro Meet Usman Gul from Metal Genesis of Metal Metal's AI-driven fundraising solutions Common fundraising mistakes and solutions Sponsors: Notion | Puzzle Importance of modern tools for startups Metal manifesto Key indicators for successful fundraising Telling the right story to investors Challenges and insights from previous ventures Evolution of investor targeting Predictive intelligence and the future of Metal Current state of fundraising tools Building Metal with minimal capital Advice for founders on fundraising Wrap
- Dec 10, 202540 min
E62: From Divvy FP&A to Parallel Founder: How Renato Villanueva Built the Tool Finance Actually Wants
In this episode, Sasha Orloff speaks with Renato Villanueva, Founder and CEO of Parallel, about his journey from finance professional at Divvy to raising $2.4 million from Bain Capital and K5 Tokyo Black for an AI-powered FP&A platform that helps founders model financial scenarios and make confident growth decisions. Renato shares lessons on building products founders are passionate about rather than forced wedges, nurturing investor relationships, and how Parallel's approach has enabled customers to achieve significant growth—including one company that scaled from planning one sales hire to four, ultimately raising one of Utah's biggest Series A rounds. -- 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/villanuevar/ https://www.getparallel.com/ -- X/SOCIAL: @_renatov (Renato) @sashaorloff (Sasha) -- TIMESTAMPS: Preview Intro Meet Renado Villanueva Renado's journey to founding Parallel Moment of decision Building the deck and quitting the job Challenges and insights in fundraising What Parallel actually does Sponsors: Notion | Puzzle Parallel’s target sweet spot Common mistakes founders make AI's role in finance decision-making Balancing flexibility and opinion in software Who should use Parallel? Excel vs. Parallel: Finding the right balance Evolution of FP&A tools Lessons learned from building Parallel Building and trusting a team Future of Parallel Wrap
- Dec 3, 202537 min
E61: Maxima's $41M Mission: Automating Enterprise Accounting Close with AI
In this episode, Sasha Orloff talks with Yogi Goel, Co-founder and CEO of Maxima, about raising $41 million from Kleiner Perkins and RedPoint Ventures to build an agentic AI platform for enterprise accounting that automates journal entries, reconciliations, and variance analysis for complex companies, helping them close their books 2-3 days faster with 98% automation while strengthening SOX controls and freeing accountants from mundane tasks. -- 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/yogi-goel/ https://www.maxima.ai/ -- X/SOCIAL: @maxima_dot_ai (Maxima) @sashaorloff (Sasha) -- TIMESTAMPS: Preview Intro Introducing Yogi Goel and Maxima Problem with traditional accounting Birth of Maxima Maxima's solutions and innovations Sponsors: Notion | Puzzle Customer success stories Future of accounting with AI Fundraising and growth Advice for founders and CFOs Embracing AI: Overcoming fear and finding solutions Getting in touch with Maxima Story behind the name 'Maxima' Wrap
Get "Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech summaries in your inbox
Free AI-powered daily recaps. Key takeaways, quotes, and mentions — in a 5-minute read.
Get Free Summaries →Free forever for up to 3 podcasts. No credit card required.
You Might Also Like
Listeners also like.
Tales from the #FinTech Crypt
Duena Blomstrom
Fintech Impact
Jason Pereira
CFO Weekly
Personiv
Fintech Chatter: Conversations with Fintech CEOs and Founders
Dexter Cousins | Founder, Tier One People
AI: Accounting Intelligence
Isaac Heller
FP&A Today
Glenn Hopper
Fintech Beat
Chris Brummer
FP&A Today
Glenn Hopper
FinanceFrontierAI: Top 1% Storytelling: Strategies, AI, Finance, Business, Money, Wealth, Mindset
Top 1% Finance + AI + Wealth Strategies | U.S hosts: Max, Sophia and Charlie
FT Tech Tonic
Financial Times
TechSurge: Deep Tech Podcast
Celesta Capital | Deep Tech Venture Capital Firm
The Fintech Blueprint
Lex Sokolin
About "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.ioTech Finance is part of the Turpentine podcast network. Learn more: turpentine.co
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from "Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's "Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech daily summary?
It's a free AI-powered email that summarizes new episodes of "Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the "Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official "Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by Puzzle, Turpentine.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts. Upgrade to Pro for 15, or Premium for 50. Browse our full catalog at /podcasts.
How often does "Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech release new episodes?
"Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech publishes monthly. Our AI generates a summary within hours of each new episode.
What topics does "Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech cover?
"Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech covers topics including Business. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting "Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.