E46: Ex-Plaid CTO on Why Tax is the Ultimate AI Challenge, with Jean-Denis Greze
"Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech · Puzzle, Turpentine
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Show Notes
In this episode, Sasha Orloff talks with Jean-Denis Greze, Co-founder and CEO of Town, about building an AI-powered tax solution for SMBs, exploring the startup’s origin, the balance between automation and human expertise, strategic market targeting, funding insights, and the transformative potential of AI in tax preparation.
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Puzzle
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RECOMMENDED IN THIS EPISODE:
https://www.linkedin.com/in/jeandenisgreze/
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X/SOCIAL:
@jgreze (Jean)
@TownTaxCo (Town)
@sashaorloff (Sasha)
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TIMESTAMPS:
(00:00) Preview
(00:48) Intro
(01:20) Jean-Denis Greze: The origin story of Town
(02:10) Challenges and opportunities in business tax prep
(03:41) Role of AI in automating tax preparation
(05:50) Market dynamics and constraints in tax services
(15:49) Sponsors: Notion | Puzzle
(17:14) Unique needs of small businesses
(24:38) Future of AI in tax preparation
(26:12) Segmenting the small business market
(27:15) Building trust and scaling AI
(37:14) Exploring AI agents and their potential
(47:21) Fundraising and future plans
(50:57) Wrap