In this episode of The Strategic CFO Podcast, Rav Mendiratta discusses how financial leaders can harness emerging AI tools to improve efficiency, accuracy, and strategic insight. Drawing from his dual background in technology and marketing, Rav explains how platforms such as bookkeeping.ai, Quadratic, Julius.ai, and Context.ai are reshaping bookkeeping, data analysis, and reporting for CFOs of both private and public companies. He provides practical examples of AI applications—from automating invoices and producing real-time dashboards to using Gamma for investor presentations and HeyGen for personalized video communications. Rav underscores both the potential and the risks: while AI enhances productivity and insight, CFOs must remain the “human in the loop,” ensuring data confidentiality and judgment-driven decision-making. His key message: AI is a powerful collaborator, not a replacement—treat it as your smartest analyst, and always stay in control of strategy and context.

LinkedIn: https://www.linkedin.com/in/gauravmendiratta

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