10 - Building an AI CFO: Overcoming Challenges in Financial Data Integration

In this episode of "Bridging Success," host Bo Jakins interviews Jon Morris, CEO of Fiscal Advocate. The discussion covers the evolution of Engine BI software, the challenges of integrating diverse data sources, and the promise and pitfalls of AI in financial management. Jon emphasizes the importance of continuous innovation, client retention, and leveraging technology to drive smarter decision-making and sustainable business growth.