# How AI Agents are Reshaping the Finance Tech Stack with Josh LaSov Page: https://stenobird.com/podcast/fp-a-unlocked-6854784/how-ai-agents-are-reshaping-the-finance-tech-stack-with-josh-lasov Text version: https://stenobird.com/podcast/fp-a-unlocked-6854784/how-ai-agents-are-reshaping-the-finance-tech-stack-with-josh-lasov.md Podcast: [FP&A Unlocked](https://stenobird.com/podcast/fp-a-unlocked-6854784) Published: 2026-04-02T11:00:00+00:00 Episode link: https://fpa-unlocked.captivate.fm Audio file: https://p.podderapp.com/4728109098/op3.dev/e/episodes.captivate.fm/episode/710932a3-dc4b-4df2-a1a4-6ec34d11c054.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/fp-a-unlocked-6854784/episodes/how-ai-agents-are-reshaping-the-finance-tech-stack-with-josh-lasov Duration seconds: 3076 ## Resource In this episode of FP&A Unlocked, Paul Barnhurst is joined by Josh LaSov to explore how FP&A is evolving with data, BI, and AI. They discuss how finance professionals can move beyond traditional reporting by combining financial and operational data, and why understanding data at a deeper level is now essential. Josh shares how AI is changing analysis, forecasting, and workflows, and how FP&A teams can use it to increase productivity and deliver faster insights. Josh LaSov is an FP&A and data professional with experience in consulting, ERP implementations, and analytics. He has implemented NetSuite and FP&A tools across many companies and previously co-founded Satori Reporting, a BI platform for NetSuite users that was later acquired by private equity. He is now the founder of Causi AI, where he focuses on building AI agents to help finance teams automate analysis, processes, and forecasting. Expect to Learn: What makes FP&A professionals stand out today Why combining financial and operational data is critical How BI tools expand the role of FP&A How AI is improving analysis, forecasting, and workflows Here are a few relevant quotes from the episode: “AI helps you save a lot of time, but the judgment and analysis still need to be done by you.” - Josh LaSov “You can’t explain why numbers changed if you don’t understand the data behind them.” - Josh LaSov Josh highlights that FP&A is no longer just about building reports or models. The role is shifting toward deeper analysis and faster decision-making. While AI can handle large amounts of data and speed up workflows, the real value still comes from understanding the business and communicating insights clearly. Campfire: AI-First ERP: Campfire is the AI-first ERP that powers next-gen finance… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/fp-a-unlocked-6854784/episodes/how-ai-agents-are-reshaping-the-finance-tech-stack-with-josh-lasov/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/fp-a-unlocked-6854784/how-ai-agents-are-reshaping-the-finance-tech-stack-with-josh-lasov.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.