10 - Building an AI CFO: Overcoming Challenges in Financial Data Integration with Fiscal Advocate's Jon Morris

In this episode of Bridging Success, Bo Jakins interviews the CEO at Fiscal Advocate, Jon Morris. Jon shares his entrepreneurial journey from launching Rise Interactive to founding Fiscal Advocate, a company helping service-based businesses improve financial performance through data-driven insights and AI-powered tools. He discusses the evolution of Engine BI software, the challenges of integrating diverse data sources, and the promise and pitfalls of AI in financial management. Jon emphasizes the importance of continuous innovation, client retention, and leveraging technology to drive smarter decision-making and sustainable business growth.Think you'd be a great guest on the show? Apply HERE.Check out Jon's work HERE.Connect with Jon on LinkedIn HERE.

Episode metadata supplied by the publisher feed · Published Aug 8, 2025

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10 - Building an AI CFO: Overcoming Challenges in Financial Data Integration with Fiscal Advocate's Jon Morris

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