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 content.scrubbed.net.
About The Speakers
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 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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