The SaaS CFO

The Next Evolution of SaaS: Letting Customers Build Features

Welcome to The SaaS CFO Podcast! In today’s episode, we sit down with Dana Rochman, CEO and co-founder of Legato, an innovative company building an AI-powered app creation layer for SaaS platforms. With deep roots in product management and technology leadership, Dana shares how Legato is on a mission to empower non-technical business users — like CFOs — to build custom tools, dashboards, and workflows directly inside their existing B2B applications, eliminating the need for lengthy and costly customizations.  We explore Legato’s journey from inception in 2025, their $7 million seed round, and the importance of clear narrative and validation in fundraising. Dana also opens up about go-to-market strategies, pricing models in the age of AI, and how the platform aims to help SaaS vendors win the AI race by unlocking new revenue streams. Tune in for a behind-the-scenes look at how Legato is bringing the power of app creation to the hands of business users everywhere.  Show Notes:   00:00 Building AI tools for non-engineers  03:44 Customizable tools and workflows explained  09:14 Starting fundraising with strong validation  10:51 Why investors believed in us  14:47 Vendors monetizing dashboards and customizations  17:19 Maintaining and improving the app  20:06 Closing remarks and AI vision  Links:  SaaS Fundraising Stories: https://www.thesaasnews.com/news/legato-raises-7-million-seed-round [https://www.thesaasnews.com/news/legato-raises-7-million-seed-round]  Dana Rochman’s LinkedIn: https://www.linkedin.com/in/danarochman/ [https://www.linkedin.com/in/danarochman/]  Legato AI’s LinkedIn: https://www.linkedin.com/company/legato-ai/ [https://www.linkedin.com/company/legato-ai/]  Legato AI’s Website: https://www.legato.ai/ [https://www.legato.ai/]  To learn more about Ben check out the links below:  Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe [https://saasmetricsschool.beehiiv.com/subscribe]  Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page [https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page]  SaaS Metrics courses here: https://www.thesaasacademy.com/ [https://www.thesaasacademy.com/]  Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout [https://www.thesaasacademy.com/offers/ivNjwYDx/checkout]  Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray [https://www.linkedin.com/in/benrmurray]

How Nodu.fi Is Simplifying Global Stablecoin Payments

Join host Ben as he sits down with Alex Novozhenov, CEO and co-founder of Nodu, on this episode of The SaaS CFO Podcast. Alex Novozhenov shares his journey as a serial entrepreneur, from building and selling companies in the gaming and fintech space, to launching Nodu—a startup transforming cross-border payments for SaaS and fintech companies.  Discover how Nodu leverages stablecoin technology to enable faster, seamless money transfers across borders, eliminating traditional banking barriers. Alex Novozhenov breaks down what stablecoins are, Nodu’s API-driven approach, and why global commerce needs new solutions for moving money.  Whether you’re a SaaS CFO, founder, or fintech enthusiast, this episode is packed with insights on startup fundraising, adoption of cutting-edge financial tools, and the shift from bootstrapping to venture-backed growth. Tune in for a fresh perspective on the future of payments and entrepreneurship!  Show Notes:  00:00 "API-Driven Fintech & Stablecoins"  03:51 "Stablecoin Payments for Businesses"  09:28 "Funding Goals for Founders"  10:31 "Bootstrapping vs. Funded Startups"  15:10 "Hybrid Teams, Global Offices"  16:58 2026 Goals and Revenue Check  Links:  SaaS Fundraising Stories: https://www.thesaasnews.com/news/nodu-raises-1-45-million-pre-seed-funding [https://www.thesaasnews.com/news/nodu-raises-1-45-million-pre-seed-funding]  Alex Novozhenov’s LinkedIn: https://www.linkedin.com/in/novozhenov/ [https://www.linkedin.com/in/novozhenov/]  Nodu’s LinkedIn: https://www.linkedin.com/company/nodufi/ [https://www.linkedin.com/company/nodufi/]  Nodu’s Website: https://nodu.fi/ [https://nodu.fi/]  To learn more about Ben check out the links below:  Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe [https://saasmetricsschool.beehiiv.com/subscribe]  Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page [https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page]  SaaS Metrics courses here: https://www.thesaasacademy.com/ [https://www.thesaasacademy.com/]  Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout [https://www.thesaasacademy.com/offers/ivNjwYDx/checkout]  Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray [https://www.linkedin.com/in/benrmurray]

Concourse Raises $17M to Bring Agentic AI to Finance Teams

Welcome to The SaaS CFO Podcast! In this episode, host Ben Murray sits down with Matthieu Hafemeister, co-founder and CEO of Concourse. Matthieu shares his journey from growing up in Paris to launching a fast-scaling AI startup in New York, drawing on his experiences in venture capital at Andreessen Horowitz and operational roles at Jeeves. Together, they dive deep into how Concourse leverages agentic AI to revolutionize finance teams—from automating workflows across complex data sources to increasing team capacity and strategic output.  Listeners will get a behind-the-scenes look at Concourse’s rapid growth, its recent $12 million Series A raise, and the evolving landscape of AI for enterprise finance. Matthieu also offers insights on the challenges of founder-led sales, best practices for scaling go-to-market, and why staying lean is a key part of their strategy. Whether you’re a SaaS founder, finance leader, or simply curious about the future of agentic AI, this conversation is packed with practical lessons and fresh perspectives. Don’t miss it!  Show Notes:  00:00 "Startup Growth and Complexity Insights"  06:03 Data Integration for Workflow Efficiency  07:36 AI Adoption Accelerates Across Industries  10:59 "AI Automating Workflows, Not Tools"  13:40 "AI Startup's Breakout Journey"  19:47 Evolving Pricing with Token Model  23:26 "AI Impact on Margins"  25:53 Streamlining Finance Team Workflows  27:31 "Custom AI for Enterprise Success"  30:41 "Proof of Concepts Drive Success"  34:38 "Concourse.ai: AI Insights Hub"  Links:  SaaS Fundraising Stories: https://www.thesaasnews.com/news/concourse-raises-12-million-in-series-a [https://www.thesaasnews.com/news/concourse-raises-12-million-in-series-a]  Matthieu Hafemeister’s LinkedIn: https://www.linkedin.com/in/matthafemeister/ [https://www.linkedin.com/in/matthafemeister/]  Concourse’s LinkedIn: https://www.linkedin.com/company/concourseai/ [https://www.linkedin.com/company/concourseai/]  Concourse’s Website: https://www.concourse.co/ [https://www.concourse.co/]  To learn more about Ben check out the links below:  Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe [https://saasmetricsschool.beehiiv.com/subscribe]  Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page [https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page]  SaaS Metrics courses here: https://www.thesaasacademy.com/ [https://www.thesaasacademy.com/]  Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout [https://www.thesaasacademy.com/offers/ivNjwYDx/checkout]  Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray [https://www.linkedin.com/in/benrmurray]

How Vena Solutions Scaled: Rishi Grover on AI, Funding & Growth

Welcome to The SaaS CFO Podcast! In this episode, host Ben Murray sits down with Rishi Grover, co-founder and Chief Solutions Architect at Vena Solutions. With over 15 years of experience in the FP&A technology space, Rishi Grover shares his journey—starting from his early days as an electrical engineer to founding one of the industry's leading financial planning platforms.  Together, they dive into the evolution of the FP&A landscape, the growing role of AI in financial planning, and how Vena's unique approach integrates Excel with enterprise applications. Rishi Grover also opens up about Vena’s fundraising story, insights on scaling a SaaS company to thousands of customers, and their recent strategic acquisition to accelerate growth.  Whether you’re curious about SaaS fundraising, go-to-market strategies, or how AI is reshaping finance, this conversation is packed with valuable takeaways for founders, CFOs, and finance leaders. Let’s jump in!  Show Notes:   00:00 "Comprehensive Enterprise Planning Integration"  04:55 "Navigating Uncertainty with Strategic Planning"  06:43 AI Trust and Practical Applications  12:48 Startup Growth and M&A Strategy  14:20 "Microsoft-Centric Enterprise Expansion"  16:52 "Unified Approach Across Businesses"  23:01 Driving Growth and Software Adoption  25:59 "Aligning Teams for AI Strategy"  27:57 "Accelerating Clean Data Needs"  Links:  Rishi Grover’s LinkedIn: https://www.linkedin.com/in/rishi-grover-64480314/ [https://www.linkedin.com/in/rishi-grover-64480314/]  Vena Solutions’ LinkedIn: https://www.linkedin.com/company/vena-solutions [https://www.linkedin.com/company/vena-solutions]  Vena Solutions’ Website: https://www.venasolutions.com/ [https://www.venasolutions.com/]  To learn more about Ben check out the links below:  Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe [https://saasmetricsschool.beehiiv.com/subscribe]  Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page [https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page]  SaaS Metrics courses here: https://www.thesaasacademy.com/ [https://www.thesaasacademy.com/]  Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout [https://www.thesaasacademy.com/offers/ivNjwYDx/checkout]  Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray [https://www.linkedin.com/in/benrmurray]

DualEntry Raises $100M to Launch an AI-native ERP

On this episode of The SaaS CFO Podcast, Ben Murray welcomes Santiago Nestares, co-founder of Dual Entry, to discuss the rapid rise of their AI-powered ERP built for the modern mid-market company. Santiago Nestares shares the inspiration behind Dual Entry, which emerged from firsthand frustrations with legacy accounting systems during his journey scaling a previous startup to $100 million in revenue. The conversation digs into what sets Dual Entry apart—an ERP designed from the ground up with AI, offering next-day migration, seamless integrations, and advanced agentic features for faster, more insightful closes.  Together, Ben Murray and Santiago Nestares explore the company’s approach to building a product that adapts as businesses grow, the challenges (and solutions) around complex ERP migrations, and why user happiness and rapid go-lives are among Dual Entry’s top success metrics. They also dive into Dual Entry's impressive fundraising journey, ambitious go-to-market strategies, and why they believe ERP trauma shouldn’t hold finance teams back from modern solutions.  If you’re curious about the next wave of finance tech for CFOs—or want to hear how Dual Entry is changing the game for SaaS and beyond—this episode is packed with insights you won’t want to miss.  Show Notes:  00:00 "Scaling Challenges with ERP Systems"  05:05 "Mid-Market Business Growth Strategy"  09:03 AI Tools for Business Automation  12:04 "Building Fast, Customer-Focused Teams"  14:56 "Strong Software & Migration Insights"  17:24 "Customer-Focused Go-to-Market Strategy"  22:11 Overcoming ERP Implementation Barriers  25:17 "Launching Agents, SaaS Expansion"  26:17 Dual Entry Resources & Community  Link:  SaaS Fundraising Stories: https://www.thesaasnews.com/news/dualentry-raises-90-million-in-series-a [https://www.thesaasnews.com/news/dualentry-raises-90-million-in-series-a]  Santiago Nestares’ LinkedIn: https://www.linkedin.com/in/santiago-nestares/ [https://www.linkedin.com/in/santiago-nestares/]  DualEntry’s LinkedIn: https://www.linkedin.com/company/dualentry/ [https://www.linkedin.com/company/dualentry/]  DualEntry’s Website: https://www.dualentry.com/ [https://www.dualentry.com/]  To learn more about Ben check out the links below:  Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe [https://saasmetricsschool.beehiiv.com/subscribe]  Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page [https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page]  SaaS Metrics courses here: https://www.thesaasacademy.com/ [https://www.thesaasacademy.com/]  Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout [https://www.thesaasacademy.com/offers/ivNjwYDx/checkout]  Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray [https://www.linkedin.com/in/benrmurray]