How SaaS CFOs Can Optimize Spending Without Compromising Growth
For SaaS CFOs: optimize spend while sustaining growth—metrics, levers, and tradeoffs.
Are routine, manual tasks like exporting CSVs, updating actuals, and constant data entry burning out your best finance people? Host Joy Mendoza-Gallardo and guest Ali Rizvi, Founder of TrueRev, tackle the competitive disadvantage of relying on chaotic spreadsheets for critical, repeatable reporting, especially during high-stakes cycles like board meetings.
They lay out the vision for the AI-augmented finance team, where AI handles the grunt work—like finding the five largest budget variances or flagging complex contract clauses—in minutes. This frees the human expert to move from low-value data fixing to high-touch strategic analysis, focusing on identifying risks and opportunities, and making better high-stakes decisions. Discover why the urgency to adopt this technology is now.
Key points:
- The Spreadsheet Tax: Learn why manual reporting is a competitive disadvantage that burns talent and stalls strategic growth.
- When Growth Breaks Spreadsheets: Understand the ARR threshold where data complexity makes manual tracking impossible.
- AI as Your Analyst: Discover how AI tools automate high-volume tasks like variance analysis and contract review in minutes.
- Predictive Finance: See how connecting contracts, forecasts, and actuals via AI enables teams to flag future revenue gaps and risks.
- Verification vs. Trust: Adopt the mindset of verifying AI output—a faster, more reliable process than manual error hunting.
- Your First Step: Get started by targeting your most painful recurring manual task for immediate automation.
Resources:
- TrueRev: Learn how TrueRev is automating the order-to-cash process for SaaS companies at truerev.com.
- Scrubbed: Get help with your core accounting bottleneck by visiting scrubbed.net.
Learn how Scrubbed’s SaaS accounting experts can help you scale with confidence.
Episode Transcript
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About the Podcast Participants
Ali S. Rizvi
Founder, TrueRev
Ali Rizvi is the founder of TrueRev and a finance leader who helps SaaS companies automate revenue operations and get audit- and M&A-ready. He builds automation-first finance stacks that eliminate manual work and deliver clean, real-time metrics. TrueRev puts that approach into software with AI-driven revenue recognition, billing, and financial visibility.
Joy Gallardo
Senior Manager, Professional and Business Services
Joy Mendoza-Gallardo is a Senior Manager in Professional and Business Services of Scrubbed with over 16 years of experience specializing in the intersection of finance operations, process improvement, and client leadership. Having transitioned from external audit into Performance Improvement (Finance) advisory, Joy has deep expertise in leading large-scale financial transformation projects, including implementations, migration strategies, and continuous improvement efforts for shared service centers and corporate finance functions. Now leading the Financial Accounting Services team at Scrubbed, her project management methodologies are key to optimizing finance operations from close to compliance for clients primarily in the SaaS, technology, consulting, and healthcare sectors.
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