Paul BarnhurstFP&A Expert Empowering Finance Professionals to Excel Everday

Revenue was never simple to automate.

6 May 2026 · 1 min

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In this segment, the speaker explains why revenue automation lagged behind other fintech innovations such as Bill.com, Ramp, Brex, and Zip. Historically, finance teams had to manually read contracts and input billing terms and product details, or rely on third‑party services that attempted to stitch this information into Salesforce order and contract objects. These manual and patched solutions were inaccurate and often missing critical data. The speaker points out that the advent of AI starting in 2023 provided the technology needed to actually read and understand contract information, marking a turning point for automating revenue and customer relationship processes.

Chapters

Before AI, the reason people often say is why was revenue so left behind when Bill.com came out and Ramp came out and Brex came out or Zip came out? And the reality is revenue or that customer relationship, AI starting in 2023 started to give us the technology to read and understand that. And so historically you would have a finance team who would have to go read contracts and type in the billing terms or the products, or you would pay a third-party service provider to go in and duct tape into your Salesforce order and contract objects and try to pull that data that a sales rep typed in and it was never accurate and always missing things.