![[SaaS & AI Series] Reinventing Accounting in the AI Agent Era with Sasha Orloff @podcaststrategy](https://i.ytimg.com/vi/EtjJikIzeQo/maxresdefault.jpg)
Uploaded June 2026 | Updated September 2026, 3 weeks ago
Book a Complimentary B2B Podcast Strategy Call:
rise25.com/bookcall
Download our B2B Podcast Strategy & Tools List PDF:
rise25.com/podcastcheatsheetyt
Sasha Orloff is the CEO and Co-founder of Puzzle, an AI-powered accounting platform helping startups, small businesses, and accounting firms gain real-time financial insights through a smart general ledger. Before Puzzle, he was a serial entrepreneur, serving as Co-founder and CEO of LendUp and Co-founder & Advisor to Mission Lane, with previous ventures collectively raising over $1 billion. Sasha also hosts the “Tech Finance” with Sasha Orloff podcast, where he interviews leaders shaping the future of finance and accounting.
Here’s a glimpse of what you’ll learn:
• [0:00] Intro
• [1:44] Sasha Orloff explains how modern platforms make building startups easier
• [5:49] Why strong accounting practices are critical for raising capital and scaling a business
• [8:34] How Puzzle uses AI to improve financial accuracy rather than just increase speed
• [13:45] Rebuilding accounting infrastructure for the AI era
• [16:44] The advantages of AI agents over traditional accounting automation
• [19:01] Puzzle’s evolution from serving startups to becoming a platform for accounting firms
• [20:32] Why great go-to-market execution often beats having the best product in SaaS
• [35:20] Creating customer “wow” moments through AI-powered error detection
In this episode…
For many businesses, accounting remains a slow, backward-looking process that delivers insights long after decisions have already been made. As AI reshapes industries across the economy, could financial operations become real-time, accurate, and proactive rather than reactive? What would it take to modernize one of the most critical yet overlooked functions in business?
Sponsor for this episode
At https://rise25.com, we help B2B businesses give to and connect to your Dream 200 relationships and partnerships.
We help you cultivate amazing relationships in 2 ways:
#1 Podcasting
#2 Strategic Gifting
#1 Our Predictable Podcast ROI Program
We’re committed to helping you connect with your Dream 200 referral partners, clients, and strategic partners through our done-for-you podcast solution.
We’re a professional podcast production agency that makes creating a podcast effortless. Since 2009, our proven system has helped thousands of B2B businesses build strong relationships with referral partners, clients, and audiences without doing the hard work.
What do you need to start a podcast?
When you use our proven system, all you need is an idea and a voice. We handle the strategy, production, and distribution — you just need to show up and talk.
The Rise25 podcasting solution is designed to help you build a profitable podcast. This requires a specific strategy, and we’ve got that down pat. We focus on making sure you have a direct path to ROI — plus, our podcast production company takes any heavy lifting of production and distribution off your plate.
We make distribution easy.
We’ll distribute each episode across more than 11 unique channels, including iTunes, Spotify, and Amazon Podcasts. We’ll also create copy for each episode and promote your show across social media.
Cofounders Dr. Jeremy Weisz and John Corcoran credit podcasting as being the best thing they have ever done for their businesses. Podcasting connected them with the founders/CEOs of P90x, Atari, Einstein Bagels, Mattel, Rx Bars, YPO, EO, Lending Tree, Freshdesk, and many more.
The relationships you form through podcasting run deep. Jeremy and John became business partners through podcasting. They have even gone on family vacations and attended weddings of guests who have been on the podcast.
#2 Our Comprehensive Corporate Gifting Program
Elevate business relationships with customers, partners, staff, and prospects through gifting.
At Rise25, thoughtful and consistent gifting is a key component of staying top of mind and helps build lasting business relationships. Our done-for-you corporate gifting service ensures that your referral partners, prospects, and clients receive personalized touchpoints that enhance your business gifting efforts and provide a refined executive gifting experience.
Whether you’re looking to impress key stakeholders or boost client loyalty, our comprehensive approach makes it easy and affordable to create lasting impressions. Get started today and experience the difference a strategic gifting approach can make.
You can learn more and watch a video on how it works here: rise25.com/giftprogram
Contact us now at support@rise25.com or message us here: rise25.com/contact
Powered by Rise25 Podcast Production Company - rise25.com
Book a Complimentary B2B Podcast Strategy Call:
rise25.com/bookcall
Download our B2B Podcast Strategy & Tools List PDF:
rise25.com/podcastcheatsheetyt
Sasha Orloff is the CEO and Co-founder of Puzzle, an AI-powered accounting platform helping startups, small businesses, and accounting firms gain real-time financial insights through a smart general ledger. Before Puzzle, he was a serial entrepreneur, serving as Co-founder and CEO of LendUp and Co-founder & Advisor to Mission Lane, with previous ventures collectively raising over $1 billion. Sasha also hosts the “Tech Finance” with Sasha Orloff podcast, where he interviews leaders shaping the future of finance and accounting.
Here’s a glimpse of what you’ll learn:
• [0:00] Intro
• [1:44] Sasha Orloff explains how modern platforms make building startups easier
• [5:49] Why strong accounting practices are critical for raising capital and scaling a business
• [8:34] How Puzzle uses AI to improve financial accuracy rather than just increase speed
• [13:45] Rebuilding accounting infrastructure for the AI era
• [16:44] The advantages of AI agents over traditional accounting automation
• [19:01] Puzzle’s evolution from serving startups to becoming a platform for accounting firms
• [20:32] Why great go-to-market execution often beats having the best product in SaaS
• [35:20] Creating customer “wow” moments through AI-powered error detection
In this episode…
For many businesses, accounting remains a slow, backward-looking process that delivers insights long after decisions have already been made. As AI reshapes industries across the economy, could financial operations become real-time, accurate, and proactive rather than reactive? What would it take to modernize one of the most critical yet overlooked functions in business?
Sponsor for this episode
At https://rise25.com, we help B2B businesses give to and connect to your Dream 200 relationships and partnerships.
We help you cultivate amazing relationships in 2 ways:
#1 Podcasting
#2 Strategic Gifting
#1 Our Predictable Podcast ROI Program
We’re committed to helping you connect with your Dream 200 referral partners, clients, and strategic partners through our done-for-you podcast solution.
We’re a professional podcast production agency that makes creating a podcast effortless. Since 2009, our proven system has helped thousands of B2B businesses build strong relationships with referral partners, clients, and audiences without doing the hard work.
What do you need to start a podcast?
When you use our proven system, all you need is an idea and a voice. We handle the strategy, production, and distribution — you just need to show up and talk.
The Rise25 podcasting solution is designed to help you build a profitable podcast. This requires a specific strategy, and we’ve got that down pat. We focus on making sure you have a direct path to ROI — plus, our podcast production company takes any heavy lifting of production and distribution off your plate.
We make distribution easy.
We’ll distribute each episode across more than 11 unique channels, including iTunes, Spotify, and Amazon Podcasts. We’ll also create copy for each episode and promote your show across social media.
Cofounders Dr. Jeremy Weisz and John Corcoran credit podcasting as being the best thing they have ever done for their businesses. Podcasting connected them with the founders/CEOs of P90x, Atari, Einstein Bagels, Mattel, Rx Bars, YPO, EO, Lending Tree, Freshdesk, and many more.
The relationships you form through podcasting run deep. Jeremy and John became business partners through podcasting. They have even gone on family vacations and attended weddings of guests who have been on the podcast.
#2 Our Comprehensive Corporate Gifting Program
Elevate business relationships with customers, partners, staff, and prospects through gifting.
At Rise25, thoughtful and consistent gifting is a key component of staying top of mind and helps build lasting business relationships. Our done-for-you corporate gifting service ensures that your referral partners, prospects, and clients receive personalized touchpoints that enhance your business gifting efforts and provide a refined executive gifting experience.
Whether you’re looking to impress key stakeholders or boost client loyalty, our comprehensive approach makes it easy and affordable to create lasting impressions. Get started today and experience the difference a strategic gifting approach can make.
You can learn more and watch a video on how it works here: rise25.com/giftprogram
Contact us now at support@rise25.com or message us here: rise25.com/contact
Powered by Rise25 Podcast Production Company - rise25.com
![[SaaS & AI Series] Reinventing Accounting in the AI Agent Era with Sasha Orloff](https://i.ytimg.com/vi/EtjJikIzeQo/mqdefault.jpg "[SaaS & AI Series] Reinventing Accounting in the AI Agent Era with Sasha Orloff
Book a Complimentary B2B Podcast Strategy Call:
https://rise25.com/bookcall
Download our B2B Podcast Strategy & Tools List PDF:
https://rise25.com/podcastcheatsheetyt
Sasha Orloff is the CEO and Co-founder of Puzzle, an AI-powered accounting platform helping startups, small businesses, and accounting firms gain real-time financial insights through a smart general ledger. Before Puzzle, he was a serial entrepreneur, serving as Co-founder and CEO of LendUp and Co-founder & Advisor to Mission Lane, with previous ventures collectively raising over $1 billion. Sasha also hosts the “Tech Finance” with Sasha Orloff podcast, where he interviews leaders shaping the future of finance and accounting.
Here’s a glimpse of what you’ll learn:
• [0:00] Intro
• [1:44] Sasha Orloff explains how modern platforms make building startups easier
• [5:49] Why strong accounting practices are critical for raising capital and scaling a business
• [8:34] How Puzzle uses AI to improve financial accuracy rather than just increase speed
• [13:45] Rebuilding accounting infrastructure for the AI era
• [16:44] The advantages of AI agents over traditional accounting automation
• [19:01] Puzzle’s evolution from serving startups to becoming a platform for accounting firms
• [20:32] Why great go-to-market execution often beats having the best product in SaaS
• [35:20] Creating customer “wow” moments through AI-powered error detection
In this episode…
For many businesses, accounting remains a slow, backward-looking process that delivers insights long after decisions have already been made. As AI reshapes industries across the economy, could financial operations become real-time, accurate, and proactive rather than reactive? What would it take to modernize one of the most critical yet overlooked functions in business?
Sponsor for this episode
At https://rise25.com, we help B2B businesses give to and connect to your Dream 200 relationships and partnerships.
We help you cultivate amazing relationships in 2 ways:
#1 Podcasting
#2 Strategic Gifting
#1 Our Predictable Podcast ROI Program
We’re committed to helping you connect with your Dream 200 referral partners, clients, and strategic partners through our done-for-you podcast solution.
We’re a professional podcast production agency that makes creating a podcast effortless. Since 2009, our proven system has helped thousands of B2B businesses build strong relationships with referral partners, clients, and audiences without doing the hard work.
What do you need to start a podcast?
When you use our proven system, all you need is an idea and a voice. We handle the strategy, production, and distribution — you just need to show up and talk.
The Rise25 podcasting solution is designed to help you build a profitable podcast. This requires a specific strategy, and we’ve got that down pat. We focus on making sure you have a direct path to ROI — plus, our podcast production company takes any heavy lifting of production and distribution off your plate.
We make distribution easy.
We’ll distribute each episode across more than 11 unique channels, including iTunes, Spotify, and Amazon Podcasts. We’ll also create copy for each episode and promote your show across social media.
Cofounders Dr. Jeremy Weisz and John Corcoran credit podcasting as being the best thing they have ever done for their businesses. Podcasting connected them with the founders/CEOs of P90x, Atari, Einstein Bagels, Mattel, Rx Bars, YPO, EO, Lending Tree, Freshdesk, and many more.
The relationships you form through podcasting run deep. Jeremy and John became business partners through podcasting. They have even gone on family vacations and attended weddings of guests who have been on the podcast.
#2 Our Comprehensive Corporate Gifting Program
Elevate business relationships with customers, partners, staff, and prospects through gifting.
At Rise25, thoughtful and consistent gifting is a key component of staying top of mind and helps build lasting business relationships. Our done-for-you corporate gifting service ensures that your referral partners, prospects, and clients receive personalized touchpoints that enhance your business gifting efforts and provide a refined executive gifting experience.
Whether you’re looking to impress key stakeholders or boost client loyalty, our comprehensive approach makes it easy and affordable to create lasting impressions. Get started today and experience the difference a strategic gifting approach can make.
You can learn more and watch a video on how it works here: https://rise25.com/giftprogram
Contact us now at support@rise25.com or message us here: https://rise25.com/contact
Powered by Rise25 Podcast Production Company - https://rise25.com")
![[Top Agency Series] Mastering SEO Success With Damon Burton of SEO National](https://i.ytimg.com/vi/G4CNq0A99h4/mqdefault.jpg "[Top Agency Series] Mastering SEO Success With Damon Burton of SEO National
[Top Agency Series] Mastering SEO Success With Damon Burton of SEO National")
![[eCommerce & SaaS Series] Smarter Forecasting, Fewer Stockouts, and More Cash Flow With Ara Ohanian](https://i.ytimg.com/vi/HvXoQNjMQLQ/mqdefault.jpg "[eCommerce & SaaS Series] Smarter Forecasting, Fewer Stockouts, and More Cash Flow With Ara Ohanian
Ara Ohanian is the CEO of Netstock, a global provider of AI-powered inventory optimization and supply chain planning software for mid-market businesses. An experienced B2B SaaS and enterprise software leader, he brings deep insight into the challenges companies face when managing inventory, forecasting demand, and scaling operations. Ara leads Netstock’s mission to help businesses reduce stockouts, lower excess inventory, and unlock working capital. He has held executive roles at Systech, Unite Us, Infor, and Dubilier & Co., bringing broad expertise across supply chain, ERP, compliance, and growth strategy.
In this episode… Inventory can either fuel growth or quietly drain cash from a business. When companies rely on spreadsheets or outdated planning systems, they risk tying up working capital in the wrong products while missing demand for the right ones. So how can growing businesses forecast smarter, reduce stockouts, and keep cash moving?
Ara Ohanian, a seasoned B2B SaaS and enterprise software leader, says businesses need better visibility into what inventory they should have in the future, not just what they have today. He highlights the importance of using predictive planning tools to help companies make faster decisions when demand shifts, supplier costs change, or disruptions hit the supply chain. The main impact is more efficient inventory management, fewer missed sales, and less working capital tied up in excess stock. Instead of relying on manual spreadsheets, businesses can use AI-powered insights to anticipate demand across warehouses, markets, and product categories. This gives mid-market companies a stronger chance to compete with larger enterprises that have historically had access to more sophisticated planning resources.
In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz speaks with Ara Ohanian, CEO of Netstock, to discuss smarter forecasting for inventory and cash flow. Ara explains predictive ERP overlays, demand planning across warehouses, and retail forecasting challenges like pricing, promotions, and shelf life. He also shares leadership lessons on culture and curiosity.")
![[SaaS Series] Vibe Coding Isn’t Ready for the Boardroom With Raveesh Dewan](https://i.ytimg.com/vi/I7_EkWXLhcY/mqdefault.jpg "[SaaS Series] Vibe Coding Isn’t Ready for the Boardroom With Raveesh Dewan
Raveesh Dewan is the President and CEO of Joget Inc., a technology company that provides an open, AI-powered low-code platform for building, automating, and integrating enterprise applications. Under his leadership, Joget has continued to expand as a global enterprise platform used by Fortune 500 companies, government agencies, and organizations across more than 100 countries. Before joining Joget, Raveesh held executive roles at CareFirst BlueCross BlueShield, helping shape its business and technology roadmaps. His work centers on digital transformation, open innovation, and responsible enterprise AI adoption.
In this episode… Organizations face a critical challenge: modernizing legacy systems without sacrificing speed, security, or flexibility. As AI transforms enterprise software development, how can businesses accelerate digital transformation while staying in control?
For Raveesh Dewan, an engineer, open-source advocate, and enterprise technology leader, the answer lies in combining low-code development with AI while keeping organizations in control of their technology. He highlights that simply automating inefficient processes only creates faster inefficiencies, making process improvement just as important as automation. From helping a telecommunications company replace a legacy ERP system in under nine months to enabling a hospice to digitize patient records and improve patient care, he demonstrates how visual application development can solve complex business challenges. Raveesh also explains the rise of vibe composition, the advantages of open-source platforms, and how reusable applications help organizations innovate more quickly without sacrificing governance or scalability.
In this episode of the Inspired Insider Podcast, host Dr. Jeremy Weisz sits down with Raveesh Dewan, President and CEO of Joget Inc., to discuss building AI-powered enterprise application platforms. They explore how to avoid the pitfalls of automating broken processes, replace legacy ERP systems with low-code solutions, and use AI-driven visual app composition to accelerate innovation.")
