CFO Techstack

OUT NOW! Xero for Groups: The 2024 Report https://bit.ly/4bOVf4l Created in partnership with: Pleo Joiin Lightyear Airwallex Xero Mayday CFO Techstack Be one of the first to get your hands on this expert guide with practical advice on how to scale with Xero! #XeroForGroups

The final CFO Techstack newsletter of 2024 is here! As we close out the year, it's the perfect time to look ahead and ensure your finance function is set up for a successful 2025. In this edition, we’re sharing: ➡️ Top tips to future-proof your finance function ➡️ How to make the most of new technologies ➡️ Strategies to align finance with broader business goals Thank you for being part of our journey this year. From all of us at CFO Techstack and Mayday, we hope you have a wonderful holiday season and a Happy New Year! See you in 2025 👋 Subscribe below to ensure your finance function continues to thrive in 2025 👇 #FinanceLeadership #TechForFinance #FutureProofingFinance #FinanceInnovation #CFOTech

This week, we're bringing you fresh insights from our Stacked speakers 👀 Stacked brought the in-house finance community together to tackle challenges, exchange ideas, and address the questions that matter most. The energy was incredible, and the conversations continued well beyond the event 🙏 We’ve followed up with our speakers to share expert advice on your questions, from managing tech stacks to effective business partnering—more practical insights to help you scale your finance function. And guess what? Stacked is back! Stacked returns in May 2025 in Sydney after a fantastic debut in London this September. Don’t miss the go-to conference for in-house finance teams. Reserve your Stacked Sydney early-bird tickets now for just $198 AUD excl. GST (vs. $398 full price): https://lnkd.in/esFrAdpK 👉 Subscribe below for your weekly Tech Stack Tuesday fix! #Stacked2025 #InHouseFinance #FinanceTech #TechStack #FinanceLeadership

In today’s newsletter, we’re spotlighting Pleo’s Finance and Business Synergy Report, featuring insights from 2,800+ finance decision-makers. The report reveals how strong collaboration between finance and other departments is crucial for avoiding poor decisions, rash budget cuts, and missed growth opportunities. A big thank you to Pleo for sponsoring this edition and supporting our recent dinner for in-house finance leaders 🙌 Another huge thank you to Debbie Haddon, CFO at FirmCheck, for sharing their tech stack in today's newsletter! Featuring Xero, Mayday, Google Sheets, Cashbucket, Chargebee, Stripe, GoCardless, HubSpot, Wise, Xero Bills, Xero Expenses, Smartly, BrightPay, and GoodSign Ltd 🚀 #FinanceLeadership #Collaboration #BusinessGrowth #SpendManagement #CFOCommunity

This week, Cathy Collins, Finance Director at Pure Escapes, offers another perspective on the Xero vs ERP debate. After transitioning to NetSuite, drawn by promises of automation and productivity, the system fell short during implementation, revealing limitations that hadn’t been disclosed. Despite significant effort, it didn’t meet their needs. Cathy’s team made the bold decision to return to Xero—and learned valuable lessons in the process. If you’re thinking about this move, Cathy’s insights are a must-read! 🚀 Plus, a huge thank you to Chloe Lee Sloane, Financial Manager at Creative CFO, for sharing their tech stack in today's newsletter! Featuring Xero, Dext, SimplePay, Cin7, Fathom, Google Sheets, Make, Mayday, WooCommerce Suite, Shopify, and Asana. Subscribe below for your weekly Tech Stack Tuesday fix 🙌 #FinanceLeadership #Xero #TechStack #ScalingFinance

Scott Martin, Head of Finance at XY Sense, reveals their tech stack 🙌 XY Sense provides a cutting-edge workplace occupancy sensing and analytics solution designed to transform office environments. Backed by an intuitive analytics platform built for property teams, XY Sense empowers organisations to optimise space utilisation, enhance employee experiences, and make informed decisions to create better workplaces. Scott told us, "I head up the finance function with a lean team of two. My day-to-day covers everything from overseeing finance operations and forecasting to managing revenue operations, investor and board reporting, equity platforms, inventory systems, and strategic tax planning—essentially covering everything across the startup finance spectrum." Featuring Maxio, Mayday, Fathom, Cin7 Core, Airwallex, Dext, BILL, Gusto, Cake, Salesforce, and Google Sheets. #cfotech #accountingtech

This week we spotlight Harriet Hope, VP of Finance at Arbolus 👏 Harriet shares her journey from working with large, complex ERP systems to mastering the Xero ecosystem to scale a rapidly growing business. Filled with practical insights, her story is a must-read for anyone tackling scaling challenges with Xero. Plus a huge thank you to Martin Goodwin, Group Finance Manager at Open Box Software, for sharing their tech stack in today’s newsletter! Featuring Mayday, dataSights, Projectworks, Hubdoc, Xero Expenses, Microsoft Dynamics 365 CRM, and PaySpace by Deel. Subscribe below to get your weekly Tech Stack Tuesday fix! 🙌 #GrowOnXero #CFOTech 

Michael Rodgers, Head of Financial Control at Behavox, reveals their tech stack 🙌 Behavox is a compliance technology company that uses Artificial Intelligence to monitor corporate communications, such as emails, chats, and audio systems, to detect misconduct. Its client base includes some of the world's largest financial institutions, which are required by regulators to monitor communications for both regulatory and non-financial misconduct, as well as large non-financial corporations focused on protecting their intellectual property and mitigating legal risks. Michael told us, "As the Head of Financial Control, I oversee group accounting, payroll, financial reporting, audits, tax compliance, treasury, and accounts payable/receivable for our six legal entities across the UK, Canada, the US, Singapore, and Japan. Behavox is a high-growth company, with revenue increasing at around 40% annually, which means no two days are the same. There are always new challenges and projects to tackle. Since joining Behavox, my primary focus has been on rebuilding our financial processes from the ground up. This includes leveraging Xero’s connected apps to ensure our operations are as efficient as possible, scalable, and able to support our continued growth." Featuring Mayday, Nook, Joiin, Spendesk, Float, Justworks, and Expensify. #accountingsoftware #accountingtech #cfotech

Part two of our Tech Stack Overhaul Series with Hilary Dyson, Founder at Bridge Financials, is here! 🚀 Last week, we dug into the essentials of planning and defining your tech stack needs. Now, we're moving into the hands-on phase: making it happen. In this article, Hilary shares her expert insights on rolling out new tools seamlessly—from choosing the right apps and tackling integration challenges to scaling up and ensuring team buy-in. Plus, a huge thank you to Carl White, CFO at Genflow, for sharing their tech stack in today's newsletter! Featuring Mayday, Cledara, HiBob, Pento, a HiBob company, Payhawk, and Syft Analytics 🙌 #DigitalTransformation #TechStack #CFOTech

Cheryl Morgan, Group Finance Manager at Unity Health Group, reveals their tech stack 🙌 Unity Health Group is a healthcare-focused group comprising three businesses: Pure Physiotherapy, offering physiotherapy services through clinics and the NHS; Rehabilitation Direct, specialising in injury case management; and Medical and Legal Admin Services, working with Expert Witnesses assisting with providing expert witness reports. Cheryl told us, "As Group Finance Manager, I head up day-to-day operations across our businesses. Each business has its own team managing accounts receivable, accounts payable, bank reconciliations, and similar tasks, as well as a senior team handling the management accounts. I oversee that all is running as it should be. My role is incredibly varied—no two days are the same. I could be analysing figures for potential new sites as we grow the business or assisting the team with contracts, pricing, or any other support they need." Featuring Mayday, Pleo, Know-it, Fathom, and Nook. #accountingsoftware #accountingtech #cfotech