E66: Engineering the Modern Accounting Firm with Greg Capitolo of Attivo Partners
About this episode
Sasha Orloff speaks with Greg Capitolo about the transition of fractional finance teams to AI-driven advisory roles.
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: (00:00) Preview…
Sponsors
Notion, Puzzle
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