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CFO Pilot Newsletter

Everything you need to run the "Office of the CFO". Free accounting/finance templates, latest benchmarks, industry research, and more!

Featured Post

New EU Law Breaks Multi-Year Contracts, Latest GTM Benchmarks, State of AI Report, and Other Good Reads

Today's Sponsor: Cashboard "Our FP&A team used to spend 2 hours each week on one sales report. Now it runs itself 6x a week, doing 50 hours of extra work every month." That’s what one finance manager said after switching to Cashboard, the easiest way to automate FP&A analysis using AI. 📈Built by a former CFO who got tired of doing it all by hand. 👉Book a demo at www.cashboard.co Good Reads EU Data Act's Impact on Multi-Year Contracts If you have customers in the EU then read this! And send to...

👋Join the thousands of finance/accounting leaders getting the best resources and content straight to their inbox. Today's Sponsor: Cashboard "Our FP&A team used to spend 2 hours each week on one sales report. Now it runs itself 6x a week, doing 50 hours of extra work every month." That’s what one finance manager said after switching to Cashboard, the easiest way to automate FP&A analysis using AI. 📈Built by a former CFO who got tired of doing it all by hand. 👉Book a demo at www.cashboard.co...

👋Join the thousands of finance/accounting leaders getting the best resources and content straight to their inbox. Sponsored by Leapfin Ask Luca! “Help me reconcile invoices and payments” Meet Luca from Leapfin, your AI copilot for revenue data exploration and reporting – built for Finance teams who want more control, faster answers, and fewer engineering bottlenecks. Uncover potential discrepancies like revenue leakage, cash collection deficits, incomplete fee allocations, overused discounts...

Now Accepting Sponsors! If you want to sponsor this newsletter send an email to [email protected] Hey Finance friends, We got another roundup of cool stuff added to the website -- interesting benchmarks, reports, data, and 3 open VP of finance roles at tech companies. Recent Benchmarks & Reports State of AI (ICONIQ) Mostly AI strategy stuff but some interesting data points for finance leaders on AI adoption, budgets, cost, etc Read Report 2025 State of the Markets (SVB) Great data on the...

Hey Finance friends, We launched CFOPilot yesterday and we got a LOT of new subscribers, comments, feedback, etc. I am glad there is so much interest for what we are building here. Before you provide feedback on the website though...realize I "vibe coded" it myself. I will continue to make it better and will hire someone to make it really awesome. But the content is on the website so go check it out! I will be adding lots of stuff in the coming weeks. Forward this to your finance/accounting...

Hey Friends, Goldman Sachs just released a great macro view of the software market. Below are some select slides and commentary from me. Market has been a crazy roller coaster. As a result most companies have been risk off as they wait and see what happens. Even though the stock market has largely recovered there is still plenty of uncertainty from a macro and political standpoint. And growth outlook can down as a result of that uncertainty and potential business restrictive policies/laws...

This is the very first newsletter for CFOPilot.com! These newsletters will not be long essays/guides/etc, but rather updates of the new things I am adding to the CFOPilot.com website and what I think other finance/accounting professionals should be reading and will want to see. The website is in progress, but ultimately it will be a library of the best resources for finance leaders. I have three asks: Forward this email to your finance/accounting colleges and tell them to subscribe. It will...

Welcome! Thanks for checking out CFOPilot.com!! The goal of CFO Pilot is to provide all the resources that CFO and finance leaders need to run their department. If you are not in the finance department (CFO, Controller, VP Finance, accounting, etc) than DO NOT subscribe to this newsletter and don't visit this website. It will not be valuable to you. Here is what to expect with the CFO Pilot Newsletter: ~2x per month emails Actionable tips, insights, and data for finance professionals The...