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CFO

FP&A

+6

🥇 Uber's AI Finance Playbook

Jul 14, 2026

•

4 min read

🥇 Uber's AI Finance Playbook

The largest public A/B tests in AI implementation chose small teams with domain experts and AI engineers over individual-level upskilling.

Christian Sanford
Kenny Jen
Christian Sanford, +1

CFO

+5

How accountants become AI builders

Jun 30, 2026

•

5 min read

How accountants become AI builders

The real gains for finance & accounting AI live past the chat window; here is a path to get there.

Christian Sanford
Kenny Jen
Christian Sanford, +1

CFO

+2

AI Roll-Ups Have an Underwriting Problem

Jun 16, 2026

•

5 min read

AI Roll-Ups Have an Underwriting Problem

The AI-native roll-up turns the CFO from integrator into the underwriter of automation.

Christian Sanford
Kenny Jen
Christian Sanford, +1

CFO

+3

Zapier's automated accounting team is the future state

May 19, 2026

•

6 min read

Zapier's automated accounting team is the future state

Zapier runs accounting with eight people and dozens of agents. That is not a case study. That is what the function looks like when you redesign for it.

Christian Sanford
Kenny Jen
Christian Sanford, +1

CFO

+3

Live AI Build: Finance Workflows with Claude Recap & Replay

May 12, 2026

•

7 min read

Live AI Build: Finance Workflows with Claude Recap & Replay

Recapping our QuantFi <> CFO Connect webinar due to popular demand and inquiries

Christian Sanford
Kenny Jen
Christian Sanford, +1

CFO

+2

what's actually under your AI

May 5, 2026

•

8 min read

what's actually under your AI

Per-token prices are falling. Your AI bill keeps growing. The gap is everything you haven't built underneath the model.

Christian Sanford
Kenny Jen
Christian Sanford, +1

FP&A

+4

Burger King’s $27B Private Equity Turnaround

Aug 19, 2025

•

3 min read

Burger King’s $27B Private Equity Turnaround

The operational finance playbook that cut SG&A, expanded margins, and built a global growth platform.

QuantFi's Capital & Clarity
QuantFi's Capital & Clarity

CFO

+2

Rolled-Up Right: How LFM Capital Built Excelis Packaging Automation Into a Higher-Multiple Platform

Aug 12, 2025

•

1 min read

Rolled-Up Right: How LFM Capital Built Excelis Packaging Automation Into a Higher-Multiple Platform

In under 24 months, LFM Capital turned a single-product packaging OEM into a five-company platform with end-to-end capabilities, recurring revenue, and a premium market position.

QuantFi's Capital & Clarity
QuantFi's Capital & Clarity

FP&A

+2

PE Rolling Up Fragmented Services into a $5.5B Platform - ServiceMaster Overview

Aug 5, 2025

•

3 min read

PE Rolling Up Fragmented Services into a $5.5B Platform - ServiceMaster Overview

The Strategy Playbook Behind One of PE’s Biggest Multi-Service Consolidations

QuantFi's Capital & Clarity
QuantFi's Capital & Clarity

CFO

+1

Accounts Payable Automation: A Quick Win in Every Value Creation Plan

Jul 29, 2025

•

3 min read

Accounts Payable Automation: A Quick Win in Every Value Creation Plan

How to pay less for paying

QuantFi's Capital & Clarity
QuantFi's Capital & Clarity

FP&A

+9

Navigating Tariff Disruption: Strategic Financial Leadership for 2025's Tariff Reckoning

Jul 15, 2025

•

3 min read

Navigating Tariff Disruption: Strategic Financial Leadership for 2025's Tariff Reckoning

How U.S. finance leaders and investors can turn pressure into advantage as tariffs return to the headlines

QuantFi's Capital & Clarity
QuantFi's Capital & Clarity

The AI-Native CFO

A weekly brief on how AI is rewriting the CFO tradecraft

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