E66: Engineering the Modern Accounting Firm with Greg Capitolo of Attivo Partners
"Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech · Puzzle, Turpentine
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Show Notes
In this episode, Sasha Orloff speaks with Greg Capitolo, Co-founder and Partner at Attivo Partner, to discuss how fractional finance teams are transitioning from manual bookkeeping to AI-driven advisory roles, emphasizing the shift toward "real-time data-driven decision making" over traditional month-end closes.
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RECOMMENDED IN THIS EPISODE:
https://www.linkedin.com/in/gregcapitolo/
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X/SOCIAL:
@sashaorloff (Sasha)
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TIMESTAMPS:
(00:00) Preview
(00:39) Intro
(02:07) Meet Greg Capitolo of Attivo Partner
(03:26) Who Attivo serves
(04:07) Why VCs recommend
(06:40) Founder trigger points
(08:50) AI outlook
(10:59) AI boosts advisory
(15:19) Creating 10x accountants
(19:51) Sponsors: Notion | Puzzle
(21:14) Pricing and billing shift
(23:41) Choosing AI tools
(27:06) Human in the loop
(30:22) Accounting needs accountants
(32:09) Real time data
(35:14) Tool evaluation framework
(38:54) Growth mindset future
(40:56) Wrap