Welcome to The SaaS CFO Podcast! In this episode, host Ben Murray sits down with Matthieu Hafemeister, co-founder and CEO of Concourse. Matthieu shares his journey from growing up in Paris to launching a fast-scaling AI startup in New York, drawing on his experiences in venture capital at Andreessen Horowitz and operational roles at Jeeves. Together, they dive deep into how Concourse leverages agentic AI to revolutionize finance teams—from automating workflows across complex data sources to increasing team capacity and strategic output.

Listeners will get a behind-the-scenes look at Concourse’s rapid growth, its recent $12 million Series A raise, and the evolving landscape of AI for enterprise finance. Matthieu also offers insights on the challenges of founder-led sales, best practices for scaling go-to-market, and why staying lean is a key part of their strategy. Whether you’re a SaaS founder, finance leader, or simply curious about the future of agentic AI, this conversation is packed with practical lessons and fresh perspectives. Don’t miss it!

Show Notes:

00:00 "Startup Growth and Complexity Insights"

06:03 Data Integration for Workflow Efficiency

07:36 AI Adoption Accelerates Across Industries

10:59 "AI Automating Workflows, Not Tools"

13:40 "AI Startup's Breakout Journey"

19:47 Evolving Pricing with Token Model

23:26 "AI Impact on Margins"

25:53 Streamlining Finance Team Workflows

27:31 "Custom AI for Enterprise Success"

30:41 "Proof of Concepts Drive Success"

34:38 "Concourse.ai: AI Insights Hub"

Links:

SaaS Fundraising Stories: https://www.thesaasnews.com/news/concourse-raises-12-million-in-series-a

Matthieu Hafemeister’s LinkedIn: https://www.linkedin.com/in/matthafemeister/

Concourse’s LinkedIn: https://www.linkedin.com/company/concourseai/

Concourse’s Website: https://www.concourse.co/

To learn more about Ben check out the links below:

Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe

Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page

SaaS Metrics courses here: https://www.thesaasacademy.com/

Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout

Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray

Welcome to The SaaS CFO Podcast! In this episode, host Ben Murray sits down with Rishi Grover, co-founder and Chief Solutions Architect at Vena Solutions. With over 15 years of experience in the FP&A technology space, Rishi Grover shares his journey—starting from his early days as an electrical engineer to founding one of the industry's leading financial planning platforms.

Together, they dive into the evolution of the FP&A landscape, the growing role of AI in financial planning, and how Vena's unique approach integrates Excel with enterprise applications. Rishi Grover also opens up about Vena’s fundraising story, insights on scaling a SaaS company to thousands of customers, and their recent strategic acquisition to accelerate growth.

Whether you’re curious about SaaS fundraising, go-to-market strategies, or how AI is reshaping finance, this conversation is packed with valuable takeaways for founders, CFOs, and finance leaders. Let’s jump in!

Show Notes:

00:00 "Comprehensive Enterprise Planning Integration"

04:55 "Navigating Uncertainty with Strategic Planning"

06:43 AI Trust and Practical Applications

12:48 Startup Growth and M&A Strategy

14:20 "Microsoft-Centric Enterprise Expansion"

16:52 "Unified Approach Across Businesses"

23:01 Driving Growth and Software Adoption

25:59 "Aligning Teams for AI Strategy"

27:57 "Accelerating Clean Data Needs"

Links:

Rishi Grover’s LinkedIn: https://www.linkedin.com/in/rishi-grover-64480314/

Vena Solutions’ LinkedIn: https://www.linkedin.com/company/vena-solutions

Vena Solutions’ Website: https://www.venasolutions.com/

To learn more about Ben check out the links below:

Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe

Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page

SaaS Metrics courses here: https://www.thesaasacademy.com/

Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout

Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray

On this episode of The SaaS CFO Podcast, Ben Murray welcomes Santiago Nestares, co-founder of Dual Entry, to discuss the rapid rise of their AI-powered ERP built for the modern mid-market company. Santiago Nestares shares the inspiration behind Dual Entry, which emerged from firsthand frustrations with legacy accounting systems during his journey scaling a previous startup to $100 million in revenue. The conversation digs into what sets Dual Entry apart—an ERP designed from the ground up with AI, offering next-day migration, seamless integrations, and advanced agentic features for faster, more insightful closes.

Together, Ben Murray and Santiago Nestares explore the company’s approach to building a product that adapts as businesses grow, the challenges (and solutions) around complex ERP migrations, and why user happiness and rapid go-lives are among Dual Entry’s top success metrics. They also dive into Dual Entry's impressive fundraising journey, ambitious go-to-market strategies, and why they believe ERP trauma shouldn’t hold finance teams back from modern solutions.

If you’re curious about the next wave of finance tech for CFOs—or want to hear how Dual Entry is changing the game for SaaS and beyond—this episode is packed with insights you won’t want to miss.

Show Notes:

00:00 "Scaling Challenges with ERP Systems"

05:05 "Mid-Market Business Growth Strategy"

09:03 AI Tools for Business Automation

12:04 "Building Fast, Customer-Focused Teams"

14:56 "Strong Software & Migration Insights"

17:24 "Customer-Focused Go-to-Market Strategy"

22:11 Overcoming ERP Implementation Barriers

25:17 "Launching Agents, SaaS Expansion"

26:17 Dual Entry Resources & Community

Link:

SaaS Fundraising Stories: https://www.thesaasnews.com/news/dualentry-raises-90-million-in-series-a

Santiago Nestares’ LinkedIn: https://www.linkedin.com/in/santiago-nestares/

DualEntry’s LinkedIn: https://www.linkedin.com/company/dualentry/

DualEntry’s Website: https://www.dualentry.com/

To learn more about Ben check out the links below:

Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe

Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page

SaaS Metrics courses here: https://www.thesaasacademy.com/

Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout

Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray