Niv Nissenson

The real power of finance data, and the AI built on top of it, starts from the bottom up. A strong data foundation begins with uniform naming, structured onboarding, and disciplined entry at the transactional level. Companies that build from clean, consistent inputs will unlock faster closes, better insights, and true AI leverage. Those that don’t will spend their time fixing what better design could have prevented.

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.

NetSuite has unveiled NetSuite Next, a major AI-driven evolution of its ERP platform that embeds conversational AI, agentic workflows, and natural language search directly into the suite. Building on three earlier AI showcases we’ve covered at TheCFOai.com, this release marks NetSuite’s transition from incremental feature updates to a robust AI-native ERP experience, one powered by standardized, governed data that delivers more accurate and context-aware insights than multi-model API integration