In this episode of FinTalk, Ivan Jesus, Founder and CEO of Finalytics, sits down with Bruno Marcal, Finance Director at Avantgarde. Together, they discuss how businesses can transform finance through better processes, technology and data-driven decision making.
Key takeaways
Build on the right foundations
Bruno identified business intelligence, cloud computing, automation and security as key components of digital finance transformation. He also stressed that systems need to be easy for people to use.
Understand before implementing
Before choosing new software, businesses should review existing processes, identify pain points and set realistic goals. Bruno advised involving stakeholders across functions rather than letting finance make decisions in a silo.
Make technology easy to adopt
User-friendly systems can encourage engagement and reduce the frustration of working across disconnected tools. Bruno also recommended checking whether new technology can integrate with existing systems and support reliable reporting.
Make finance a strategic partner
Finance professionals need to understand how other parts of the business operate, not just focus on routine accounting. With better processes and information, finance can provide insights that support planning and business decisions.
“It's a journey, not a destination.” Bruno Marcal
Why it matters for founders
For an owner-led SME, improving finance processes can free up time and give the business a clearer view of cash flow and performance. Start by understanding what you already have, then involve the people who will use any new system.
Our take
New software doesn't transform finance. Reliable numbers do. Technology earns its place when it gets a founder the answer faster, not when it adds another login.
See it in practice: FinPulse, your numbers live on one screen
Watch or listen
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