How is artificial intelligence reshaping the landscape of small business finance? In this episode, Lilac Bar David, Co-Founder and CEO of Lili, unveils how AI is simplifying and revolutionizing financial management for small business owners. Through a journey through Lili’s unique approach, Lilac highlights the transformative impact of integrating banking and accounting and the power of AI in making financial operations more efficient and accessible.

As the healthcare industry navigates an era of unprecedented technological advancement, Andrea Kowalski, Founding Member of Chief and Former SVP of Products at Tebra, discusses the intricacies of innovating in a sector that affects everyone’s lives on the first episode of 2024. From her initial aspirations in the medical field to leading the charge in healthcare tech, Andrea’s journey offers valuable lessons and predictions for the future of healthcare.

Is your small business banking experience disconnected and cumbersome? In this episode, Eytan Bensoussan, CEO and Co-Founder of NorthOne, explores solutions for the challenges small businesses face in banking. Eytan, leveraging his expertise in finance and technology, sheds light on innovative strategies to streamline banking processes for small businesses.

Discover how FreshBooks is transforming the landscape of accounting for small businesses on this episode. Mara Reiff, Chief Customer Officer and Interim Co-CEO of FreshBooks, discusses the journey from traditional invoicing to innovative, cloud-based accounting solutions that prioritize ease of use and customer engagement.

Greg Ott, CEO of Nav Technologies, Inc., delves deep into the nuances of the open platform model and its significance in the current business landscape. He shares invaluable insights on how the open ecosystem can cater to the diverse needs of small businesses, emphasizing the importance of transparency, efficiency and customer-centric solutions.

Jack Altman, Co-Founder and CEO of Lattice, discusses the rapidly changing landscape of HR tools and the significance of creating platforms that prioritize both adaptability and user experience.

Mauricio Comi, former CEO of Dutchie Insurance Services, LLC, has been working with different types of fintech products in Silicon Valley for the last 12 years. He saw what it means to build with embedded fintech — before the term was widely known. Today, Mauricio covers why there is so much opportunity in the insurance space and how to properly build your core offering before expanding to additional services.

Keri Gohman, Chief Executive Officer at CARET, discusses specific use cases for vertical solutions, how AI will affect small and medium-sized businesses in the future and why there is still so much opportunity for massive growth in the legal industry.

Prashant Fuloria, Chief Executive Officer at Fundbox, discusses how important embedded financial services are and why they benefit both vertical and horizontal solutions in specific ways.

JP Durrios, CEO at Bench Accounting, discusses how partnerships with vertical SaaS solutions and keeping a human element to the customer experience give you an edge over your competition.

Jason Zhang, COO and Co-Founder of Mercury, discusses how tech has simplified the banking process for startups and why having a strong opinion about your products makes them better for consumers.

Kathleen Long, Chief Revenue Officer at RepairPal, discusses why diverse perspectives in the auto industry are more important than ever, along with important lessons learned from building consumer buy-in within a low-trust industry.

Andy Swansburg, Chief Product Officer, Fitness and Well-Being Vertical at Xplor, discusses the challenges and advantages of taking on multiple verticals and why SMB marketing is no longer a luxury. It’s a necessity.

Deepesh Banerji, Chief Product Officer at Deputy, covers how to make important decisions early on in business without sacrificing opportunities for growth as they become available, and why the customer experience is your biggest competitive advantage.

Today, Doron Friedman, Founder and Chief Innovation Officer at SpotOn, covers why a hospitality mindset and businesses that are a good partner fit are critical for delivering the end-user experience that customers demand more and more of.

Since 2013, Kurt Kunselman, CEO and Co-Founder at AccountingSuite, has dabbled in crypto and experimented in blockchain to come up with integrations to remain a pioneer in his industry.

Today, Michael Rangel, Founder & CEO at Novo, shares the journey of the growth of his company. He talks about when it makes sense to integrate fintech into your offering and why Novo's banking solution is now more necessary than ever among an exploding market of new SMBs.

On this episode, Brian Busch, Head of Marketing at Gusto, speaks with Gusto Co-Founders Josh Reeves, Edward Kim and Tomer London.

On this episode, Brian Busch, Head of Marketing at Gusto, speaks with Nathan Gill, Chief Product Officer at Epos Now and Jacob Olins, Vice President, Head of Financial Services, Strategic Partnerships & App Marketplace at Epos Now.

On this episode, Somrat Niyogi, General Manager & Head of Business Development at Gusto, speaks with Roland Ligtenberg, Co-Founder, SVP Growth & Innovation at Housecall Pro.