Reviews

In this review, I test DealSage.io, an AI-powered platform for managing M&A deal pipelines. Built by former JP Morgan and Palantir execs, it streamlines due diligence, financial analysis, and deal tracking with smart data extraction and intuitive workflows. In my test, it handled messy PDFs, flagged errors, and saved hours of manual work, a sleek upgrade from Excel for dealmakers.

Tipalti has raised $200M and rolled out new AI features, from natural language reporting to predictive bill approvers. While these enhancements make the platform easier to use, they feel more incremental than transformative. For CFOs, Tipalti remains a strong payables tool. But there's only so much you can do as an AP module.

A review of OpenAI’s recent paper on AI hallucinations, which argues that benchmark and evaluation incentives are the root cause effectively blaming the “test” for the model’s guessing behavior. While the explanation is elegant, it's a copout. I suggest the field needs deeper exploration into “IDK models”. If hallucinations can't be eliminated can AI companies design a sustainable, trustworthy tradeoff between confidence and hallucination?

QuickBooks AI Agents: Smart Enhancements, Not a Full Virtual Team As a longtime QB user, I was eager to explore Intuit’s newly announced AI agents. These tools are meant to automate core business workflows like invoicing, transaction categorization, financial analysis, and customer engagement. The marketing describes them as a “virtual team” — but after watching a few hands-on reviews and testing some of the features myself, I’d describe them more as smart enhancements than a

Elkar, a new AI add-on for Excel, exceeded my expectations where other AI tools fell short. From handling consolidations correctly to reformatting a 200+ row P&L, it showed real accounting nuance. Elkar proves how AI can save finance teams time inside their most familiar tool.

NetSuite’s new AI Connector Service is more than just another feature — it’s an architectural shift. By supporting the Model Context Protocol (MCP), NetSuite is giving customers the flexibility to bring their own AI models into ERP while keeping governance and structure intact. As I’ve written before, AI is only as good as the data you feed it. That’s why this move plays to NetSuite’s greatest strength: clean, connected, normalized data across finance, operations, CRM, and HR

A real-world EASY test of AI tools for gathering public company financials reveals major accuracy issues. Perplexity and Gemini both failed to produce reliable data, while ChatGPT performed best. A cautionary look at how generative AI handles earnings reports and SEC filings.

Getting bank data into NetSuite can be a tedious task for finance teams—especially with international statements. In this test, ChatGPT showed real promise by successfully converting U.S. and Israeli bank statements into ERP-ready format, outperforming Gemini, which refused to engage. A glimpse into how AI could ease a very manual part of finance.

A couple of months ago, I visited Oracle’s headquarters in Israel to see how they’re integrating AI into NetSuite ERP. The room was packed- AI is changing everything. Here’s takeaway — AI is only as good as the data you feed it. That’s why I’m such a believer in centralized ERPs like NetSuite. When your finance, inventory, CRM, HR, and operations data all live in one clean, connected ecosystem, AI can actually produce meaningful insights.

This post explores how ChatGPT and a specialized accounting agent handle increasingly complex US GAAP questions—from basic revenue recognition to nuanced bill-and-hold scenarios—highlighting differences in accuracy, source interpretation, and the importance of "trust but verify" when using AI in financial analysis.

Using ChatGPT Super CFO agent to analyze financial statements and get really good insight and answers.

This blog explores how AI is transforming the role of CFOs and finance teams, driven by my personal journey to stay ahead of the curve and embrace the next wave of financial technology.