General Ledger to Generative AI w/ Ben Taylor

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AFO|Wealth Management Forward

For Entrepreneurs, Financial Advisors and Accountants

218 episodes

5 days ago

AFO|Wealth Management Forward is a podcast at the intersection of accounting, wealth management, behavioral finance, technology, and entrepreneurship. Designed for CPAs and financial advisors to help them grown their practice by going beyond the numbers. Each episode features conversations with industry leaders and subject matter experts who share the secrets to their success. From the transformative power of AI to the human-first principles of behavioral finance, we dive into the emotional and psychological aspects of money and meaning.

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General Ledger to Generative AI w/ Ben Taylor

AFO|Wealth Management Forward

20 minutes 54 seconds

3 months ago

General Ledger to Generative AI w/ Ben Taylor

In this episode, Rory sits down with Ben Taylor, CPA and CEO of SoftLedger, to explore how real-time accounting, automation, and an API-driven platform are transforming the finance function. Ben shares his journey from public accounting to co-founding a software company designed to solve the pain points he experienced firsthand. Discover how real-time data access and seamless integrations are eliminating the need for month-end closes and helping firms deliver strategic insights faster. Learn why modern finance teams must embrace a mindset shift—one that combines technical skill, data storytelling, and human judgment. Ben also unpacks how AI is reshaping customer support, accelerating product development, and allowing leaner teams to scale with speed. Want to know how low-code tools and real-time reporting are changing the game for practitioners? Curious how to tell a compelling story around the numbers? Find out the answers to these questions and more in this API-to-AI conversation with Ben Taylor.

Contact Ben: ben@softledger.com