“We built a Ledger API, which is basically a system of record for fintech companies... agents use it to run a lot of the back office work for these fintech companies.”
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Said on TBPN
Ryan Ross · Accountant's Flight Plan · Should You Sell Your CPA Firm to a Non-CPA Buyer? A Buyer Explains
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built the Woven platform that consolidates general ledger, bank feeds, reconciliation, invoices, month-end close, client portal and tax work into one system with AI throughout
“We built a Ledger API, which is basically a system of record for fintech companies... agents use it to run a lot of the back office work for these fintech companies.”
“We saw this real market change, I'd say maybe nine months ago when it went from people saying, oh, yeah, I'm generating this tax memo or this onboarding doc with AI to saying, okay, yeah, I can actually, I'm doing the core, uh, the data reconciliation, um, and automating many of the workflows.”
“We are consolidating the entire HR IT system in government from 120 different systems into a single system. And we're going to go from spending $2 billion a year to $40 million a year. We're literally going to save 95% by actually getting to a single system.”
“So they built an assistant called Stewie, powered by a platform named Crescendo.ai. It works across chat and email, and here's the key detail. It's grounded directly on their existing Zendesk knowledge base.”
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