In this episode of Future Finance, hosts Paul Barnhurst (The FP&A Guy) and Glenn Hopper welcome guest Joe Manganelli. Joe shares his journey from creating a simple Excel macro to founding Amalgam, now an integrated platform for financial automation. With rich insights on AI in finance, entrepreneurship, and investments, Joe discusses the evolution of his company, modern finance's future, and why simplifying processes is often key to innovation.

Joe Manganelli is the Chief Revenue Officer of Amalgam and founder of Calculate, a finance and accounting consultancy for startups. With a background in finance and accounting for emerging businesses, Joe has deep expertise in building practical tech solutions for finance teams. His current focus with Amalgam is making financial data easily accessible, automating workflows, and developing tools that streamline the finance function.

In this episode, you will discover:

• How Amalgam helps finance teams by simplifying and centralizing financial data through Excel.
• The steps finance functions can take to prepare for AI integration and data automation.
• Insights into the challenges of scaling a tech product from a macro to a platform.
• Joe’s perspective on investing in AI technology and the importance of aligning with market needs.
• The practical future of AI in finance, from predictive analysis to process automation.

In this episode, Joe Manganelli offers a wealth of insights into the intersection of finance, automation, and AI, underscoring the importance of simplifying financial workflows for greater efficiency. Joe’s perspective as both a founder and investor provides valuable guidance for anyone navigating the evolving landscape of finance and technology.

Follow Joe:

LinkedIn: https://www.linkedin.com/in/joemanganelli/

Website: https://www.amalgam.me/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

LinkedIn: https://www.linkedin.com/in/gbhopperiii

AI Mastery for Finance Professionals: https://a.co/d/h8cTGeR

Follow Paul:

LinkedIn: https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://qflow.ai/future-finance

Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[01:47] – Real Use Cases of Generative AI

[09:14] – Introduction to guest Joe Manganelli

[11:13] – Overcoming Challenges and Scaling the Product

[13:51] – Joe’s Investment Philosophy in AI and Startups

[19:36] – Amalgam’s Data Security and Efficiency Approach

[28:05] – The ‘Walk Before You Run’ Strategy for AI in Finance

[30:33] – The Proactive Potential of Generative AI in Finance

[35:16] – Future of Predictive Financial Analysis with AI

[38:01] – Fun Q&A segment with...

In this episode, the hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper explore how artificial intelligence, particularly generative AI, is transforming the world of corporate finance. The conversation dives into the practical applications of AI in finance, the current trends shaping the industry, and the steps finance professionals can take to embrace these new technologies.

Nicolas Boucher, founder of the AI Finance Club, shares his expertise on how AI is helping finance teams work faster and more efficiently, with real-life examples and insights from his vast experience. With over 15 years of experience at global companies like PwC and Thales, Nicolas has trained more than 5,000 professionals on the power of AI in finance and is on a mission to reach a million finance leaders.

Expect to Learn:

• How generative AI can revolutionize corporate finance
• Practical examples of how AI tools can improve productivity for finance professionals.
• The importance of becoming a "citizen developer" in the finance industry
• The role of Python in automating financial processes and making data-driven predictions.
• The best practices for finance professionals to adopt AI and integrate it securely

Whether you’re already experimenting with AI or just starting to explore its potential, this discussion highlights the tools and strategies that can drive efficiency and innovation in your finance team. By adopting AI and automation, finance professionals can stay competitive in a rapidly evolving landscape. Nicolas’ advice and experience provide a valuable roadmap for leveraging these technologies effectively.

Follow Nicolas:

LinkedIn: https://www.linkedin.com/in/bouchernicolas/

Website: https://ai-finance.club/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

LinkedIn: https://www.linkedin.com/in/gbhopperiii

Follow Paul:

LinkedIn: https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://qflow.ai/future-finance

Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[00:04] - Introduction of Nicolas Boucher

[01:46] - Nicolas’ AI Discovery Journey

[03:47] - Using AI in Day-to-Day Business

[08:03] - The Role of Python and Automation in Finance

[15:05] - Exciting AI-Powered Software in Finance

[20:11] - Democratizing Finance Through AI

[25:31] - How Finance Professionals Can Stay Ahead in AI

[30:12] - Random Question Segment

[36:28] - Closing Thoughts and contact information

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper delve into the world of AI-driven financial analysis with Andrew Einhorn. From anecdotes about early AI experiments to deep insights on leveraging data, Andrew shares how his platform helps investors move beyond opinions and make data-backed decisions.

Andrew Einhorn is an entrepreneur and data scientist with over a decade of experience in creating technology companies. As the CEO and Co-Founder of Level Fields, Andrew's mission is to make sophisticated investment analysis accessible to everyday investors. His background spans epidemiology, regulatory science, and technology, with a focus on using data to simplify complex financial landscapes. He is passionate about solving problems and democratizing investment strategies.

In this episode, you will discover:

• How AI can analyze real-time events to provide actionable investment insights for retail investors
• The role of data in replacing opinion-based decisions with factual, evidence-driven analysis
• Strategies for successfully integrating AI tools into financial decision-making processes
• Insights into the challenges and rewards of being a startup entrepreneur in the fintech space
• Key factors in building AI models specific to financial services and tailoring models to sector-specific needs

The conversation offers valuable perspectives on the transformative role AI plays in the financial industry today. Andrew’s insights emphasized the importance of moving past traditional investment analysis methods and adopting cutting-edge technology to unlock greater market opportunities.

Follow Andrew:

LinkedIn: https://www.linkedin.com/in/einhorn/

Website: https://www.levelfields.ai/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

LinkedIn: https://www.linkedin.com/in/gbhopperiii

Follow Paul:

LinkedIn: https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://qflow.ai/future-finance

Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[02:09] – Why your company needs an AI strategy

[09:59] – Navigating the pitfalls of early AI adoption

[16:50] – Introducing Andrew Einhorn and Level Fields

[18:01] – The entrepreneurial drive and startup challenges

[24:02] – From epidemiology to AI in finance

[33:14] – How level fields makes advanced investment analysis accessible

[40:27] – Leveraging proprietary AI models in financial analysis

[44:05] – Quick-fire personal questions with Andrew

[47:12] – Closing remarks and wrap up