Welcome back to The SaaS CFO Podcast! In today's episode, Ben Murray sits down with Yogi Goel, co-founder and CEO of Maxima AI, to explore how artificial intelligence is transforming the accounting function for scaling SaaS companies. With two decades of experience in finance—from auditing at Ernst & Young to leading through multiple SaaS IPOs—Yogi Goel brings deep operational insights into the struggle for accurate, timely, and efficient financial closes.

We’ll dig into the founding story of Maxima AI, the challenges of automating record-to-report processes, and the future of agentic platforms that seamlessly integrate into established ERPs like NetSuite, Dynamics, and Oracle. Yogi Goel also reveals Maxima’s journey through fundraising, their rapid growth, and his perspective on SaaS financial metrics in the era of AI.

Whether you’re a SaaS CFO, controller, or founder curious about leveraging AI to ease regulatory pressure, reduce errors, and eliminate late nights for your accounting team, this episode is packed with practical insights and candid advice from the front lines of fintech innovation.

Show Notes:

00:00 Identifying accounting challenges at scale

04:52 When Maxima is the right fit

08:10 Streamlining accounting processes

11:30 Improving product accuracy and scalability

13:29 Why investors believed in us

19:33 Building awareness for AI finance

23:03 Focusing on customer satisfaction

24:35 Focusing on weekly active users

27:56 Where to learn about Maxima

Links:

SaaS Fundraising Stories: https://www.thesaasnews.com/news/maxima-raises-41-million-in-funding

Yogi Goel’s LinkedIn: https://www.linkedin.com/in/yogi-goel/

Maxima’s LinkedIn: https://www.linkedin.com/company/maximaai/

Maxima’s Website: https://www.maxima.ai/

To learn more about Ben check out the links below:

Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe

Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page

SaaS Metrics courses here: https://www.thesaasacademy.com/

Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout

Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray

Welcome to The SaaS CFO Podcast! In today’s episode, we sit down with Dana Rochman, CEO and co-founder of Legato, an innovative company building an AI-powered app creation layer for SaaS platforms. With deep roots in product management and technology leadership, Dana shares how Legato is on a mission to empower non-technical business users — like CFOs — to build custom tools, dashboards, and workflows directly inside their existing B2B applications, eliminating the need for lengthy and costly customizations.

We explore Legato’s journey from inception in 2025, their $7 million seed round, and the importance of clear narrative and validation in fundraising. Dana also opens up about go-to-market strategies, pricing models in the age of AI, and how the platform aims to help SaaS vendors win the AI race by unlocking new revenue streams. Tune in for a behind-the-scenes look at how Legato is bringing the power of app creation to the hands of business users everywhere.

Show Notes:

00:00 Building AI tools for non-engineers

03:44 Customizable tools and workflows explained

09:14 Starting fundraising with strong validation

10:51 Why investors believed in us

14:47 Vendors monetizing dashboards and customizations

17:19 Maintaining and improving the app

20:06 Closing remarks and AI vision

Links:

SaaS Fundraising Stories: https://www.thesaasnews.com/news/legato-raises-7-million-seed-round

Dana Rochman’s LinkedIn: https://www.linkedin.com/in/danarochman/

Legato AI’s LinkedIn: https://www.linkedin.com/company/legato-ai/

Legato AI’s Website: https://www.legato.ai/

To learn more about Ben check out the links below:

Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe

Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page

SaaS Metrics courses here: https://www.thesaasacademy.com/

Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout

Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray

Join host Ben as he sits down with Alex Novozhenov, CEO and co-founder of Nodu, on this episode of The SaaS CFO Podcast. Alex Novozhenov shares his journey as a serial entrepreneur, from building and selling companies in the gaming and fintech space, to launching Nodu—a startup transforming cross-border payments for SaaS and fintech companies.

Discover how Nodu leverages stablecoin technology to enable faster, seamless money transfers across borders, eliminating traditional banking barriers. Alex Novozhenov breaks down what stablecoins are, Nodu’s API-driven approach, and why global commerce needs new solutions for moving money.

Whether you’re a SaaS CFO, founder, or fintech enthusiast, this episode is packed with insights on startup fundraising, adoption of cutting-edge financial tools, and the shift from bootstrapping to venture-backed growth. Tune in for a fresh perspective on the future of payments and entrepreneurship!

Show Notes:

00:00 "API-Driven Fintech & Stablecoins"

03:51 "Stablecoin Payments for Businesses"

09:28 "Funding Goals for Founders"

10:31 "Bootstrapping vs. Funded Startups"

15:10 "Hybrid Teams, Global Offices"

16:58 2026 Goals and Revenue Check

Links:

SaaS Fundraising Stories: https://www.thesaasnews.com/news/nodu-raises-1-45-million-pre-seed-funding

Alex Novozhenov’s LinkedIn: https://www.linkedin.com/in/novozhenov/

Nodu’s LinkedIn: https://www.linkedin.com/company/nodufi/

Nodu’s Website: https://nodu.fi/

To learn more about Ben check out the links below:

Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe

Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page

SaaS Metrics courses here: https://www.thesaasacademy.com/

Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout

Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray