How AI Agents are Reshaping the Finance Tech Stack with Josh LaSov

About this episode

This episode explores how AI is transforming FP&A practices and the importance of integrating financial and operational data.

In this episode of FP&A Unlocked, Paul Barnhurst is joined by Josh LaSov to explore how FP&A is evolving with data, BI, and AI. They discuss how finance professionals can move beyond traditional reporting by combining financial and operational data, and why understanding data at a deeper level is now essential. Josh shares how AI is changing analysis, forecasting, and workflows, and how FP&A teams can use it to increase productivity and deliver faster insights. Josh LaSov is an FP&A and data professional with experience in consulting, ERP implementations, and analytics. He has implemented NetSuite and FP&A tools across many companies and previously co-founded Satori Reporting, a BI platform for NetSuite users that was later acquired by private equity. He is now the founder of Causi AI, where he focuses on building AI agents to help finance teams automate analysis, processes, and forecasting. Expect to Learn: What makes FP&A professionals stand out today Why combining financial and operational data is critical How BI tools expand the role of FP&A How AI is improving analysis, forecasting, and workflows Here are a few relevant quotes from the episode…

People in this episode

Host: Paul Barnhurst

Guest: Josh LaSov

Topics covered

• AI in finance
• FP&A evolution
• data analysis
• business intelligence
• forecasting
• productivity

Keywords

• AI agents
• finance tech stack
• FP&A
• data analysis
• business intelligence
• forecasting
• productivity
• operational data

Mentioned in this episode

Organizations: Causi AI, Satori Reporting, NetSuite

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