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

August 08, 2025•3 min read

Unlocking Financial Growth: Insights from Jon Morris, CEO of Fiscal Advocate

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In this episode of Bridging Success, host Bo Jakins interviews Jon Morris, CEO of Fiscal Advocate, a tech-driven firm helping businesses make smarter financial decisions. Jon shares his entrepreneurial journey—from launching Rise Interactive after winning a business plan competition to founding Fiscal Advocate, where data-driven financial strategies support sustainable growth. This episode is packed with valuable lessons on leveraging technology, scaling operations, and making informed financial decisions that drive success.

Building Scalable Systems and Leveraging Technology for Impact

Jon Morris believes that scaling a business starts with creating repeatable systems and leveraging technology. Early in his career, he realized that success wasn’t just about hustle; it was about creating systems that empowered people and streamlined processes. Fiscal Advocate’s approach centers around helping businesses build efficient systems that drive growth and profitability. Jon’s advice for scaling? Focus on systems that allow your team to function autonomously, freeing up leadership to focus on high-value tasks. By defining measurable KPIs and documenting every process, business owners can ensure consistency and predictability, which are essential for long-term success.

When it comes to technology, Jon emphasizes that tools like AI and automation can unlock significant efficiencies, but they must be used strategically. At Fiscal Advocate, AI-powered systems like their AI CFO are transforming how businesses access real-time financial insights. Rather than simply adopting new technologies for the sake of it, Jon advises business leaders to choose tools that will add clear value, automate repetitive tasks, and enhance client service. By using AI to handle mundane tasks, businesses can focus more on strategy and decision-making, driving better results with less effort.

A key takeaway from Jon’s journey is the importance of balancing innovation with human connection. Despite the increasing role of technology, Fiscal Advocate maintains a strong emphasis on building relationships and understanding clients’ unique needs. Jon advises entrepreneurs to embrace AI tools for efficiency but stresses that empathy, communication, and client relationships remain paramount. Technology should empower teams, not replace the essential human touch that drives customer loyalty and business success.

About Jon Morris

Jon Morris is the CEO and Founder of Fiscal Advocate, a firm dedicated to helping businesses optimize their financial operations through data-driven insights. With years of experience in both entrepreneurship and financial leadership, Jon’s work focuses on enabling businesses to make smarter, more strategic financial decisions.

About Fiscal Advocate

Fiscal Advocate provides fractional CFO and financial strategy services, helping businesses scale through data-driven decision-making. Specializing in service-based industries, Fiscal Advocate helps businesses manage cash flow, improve profit margins, and grow sustainably. By combining expert financial insight with cutting-edge technology, the firm empowers businesses to achieve financial clarity and long-term success.

Links Mentioned in This Episode

Key Highlights from the Episode

The importance of building repeatable systems for business scalability
How to use AI to enhance operational efficiency and drive growth
Jon’s insights on balancing technology and human connection in business
The role of fractional CFO services in supporting sustainable financial decisions
Practical steps for leveraging data to make smarter, more informed financial decisions

Conclusion

Jon Morris' insights on scaling a business through strategic financial decisions and technology integration are invaluable for entrepreneurs and business owners. By focusing on creating efficient systems, leveraging AI tools, and building strong client relationships, businesses can grow sustainably while maintaining a human touch.

Ready to optimize your financial strategy for growth?
Explore how BridgeNet Technology Consultants helps leaders implement systems that support scalable, sustainable success.
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Bo Jakins

Bo Jakins is a seasoned IT professional and entrepreneur with more than 20 years of experience building and managing technology infrastructure for growing businesses. As the founder and CEO of BridgeNet Technology Consultants, Bo has built a reputation for delivering rock-solid IT solutions that keep companies operational, secure, and scalable—especially in industries where downtime isn’t an option. Based in the Greater New Orleans area, Bo leads a team that supports organizations across the Gulf South with proactive managed IT services, cybersecurity, cloud infrastructure, and strategic technology consulting. He’s worked with businesses of all sizes, from local startups to multi-location enterprises, offering the same level of responsiveness and care no matter the scale. Bo is also the host of the Bridging Success Podcast, where he interviews high-performing B2B leaders to explore how they're solving real business challenges with smart technology, sharp execution, and a focus on people. When he’s not deep in a network diagram or interviewing a regional changemaker, Bo stays active in the community and remains passionate about helping business leaders demystify IT and build smarter, more resilient companies.

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