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40 - The Financial Co-Pilot: How AI is Changing the Game for Business Decision-Making with Fiscal Advocate's Jon Morris
Manage episode 495000921 series 3521259
תוכן מסופק על ידי Liudmila Kisialiova. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Liudmila Kisialiova או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
Your host, Liudmila Kiseleva, talks with the CEO of Fiscal Advocate, Jon Morris. Jon discusses his transition from founding a successful digital marketing agency to launching a tech-driven finance management company for service-based businesses.
He explains how Fiscal Advocate’s software, Engine BI, supports budgeting and forecasting, and previews their upcoming AI tool, “Jim,” designed to enhance financial decision-making. The conversation covers data security, client success stories, and the company’s focus on helping mid-sized firms optimize their finances through technology and expertise.
To learn more about Jon's work, click HERE and HERE.
Think you'd be a great guest on the show? Apply HERE.
Want to learn more about Liudmila's work? Check out her website HERE.
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