In this episode of 'The Growth Minded CFO,' hosts Lauren and Alex welcome Howard Katzenberg, CEO of Glean.ai. With our co-host Alex Louisy representing the world of Accounts Receivable, Howard brings the other side of the coin with Accounts Payable, as they both discuss what innovative approaches to these seemingly transactional processes can do for your business. Howard shares his transition from CFO to founder, the importance of changing mindsets in AP processes, and the development of Glean.ai. Alex discusses revolutionizing Accounts Receivable, focusing on customer relationships, and the impact of smart tooling. Together, they explore the evolving role of the CFO and the strategic integration of finance within businesses.

00:00 Mindset Shift in AR and AP

00:33 Introduction to the Growth-Minded CFO Podcast

01:04 Meet Howard Katzenberg, CEO of Glean AI

02:06 Understanding Vendor Expenses with Glean AI

03:08 Revolutionizing Accounts Payable and Receivable

03:51 The Role of Analytics in Finance

06:44 Challenges in Traditional AR Processes

08:36 The Value of Automation and Insights

21:36 Building a Strong Spend Culture

26:20 The Strategic Role of the CFO

30:36 Howard's Journey from CFO to CEO

35:40 Conclusion and Final Thoughts

Connect with Howard on LinkedIn: https://www.linkedin.com/in/howardkatzenberg/ Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexlouisy/ Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/ The Growth-Minded CFO podcast aims to challenge the status-quo and explore how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high-performing organizations. Find the video version of this interview on YouTube: https://youtu.be/YVrL6tjqDkw?si=P7Jnww_8pdSduMCA This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships and efficient growth for your business. Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at ⁠⁠https://upflow.io/⁠⁠ Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

Money in, money out: How the best finance teams are running AR & AP in 2025, with Howard Katzenberg

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