#23: From WeWork to Preql: Why Finance Has a Logic Problem - with Leah Weiss

In this episode of The Valisights Podcast, host Albert Ramos sits down with Leah Weiss, Co-Founder & CEO of Preql and Co-Founder of Data Culture, to tackle one of the most overlooked challenges in AI-driven finance — why good AI still fails when the data logic underneath is broken.Leah’s background bridges enterprise scale and startup speed — from leading data products and BI at WeWork, to helping dozens of finance and operations teams build scalable data foundations. Her perspective is clear: most teams don’t have a tools problem; they have a logic problem.In this episode, they cover:Why “process and logic before platforms” is the only scalable data strategyThe difference between ERP migrations and true data model transformationWhat being AI-ready actually means for finance teamsHow to reconcile ARR, revenue, and customer definitions across systemsWhere AI adds value — and where human judgment still winsLeah delivers a masterclass on connecting finance and operations data for real decision-making — not dashboards. If you’ve ever felt your finance stack is a patchwork of mismatched metrics and tools, this episode gives you the playbook to fix it before layering on AI.Want to be on the show or learn more about Albert Ramos? Book a call with him here→ Book a free Valisights demo at Valisights.com to see how AI-powered tools like CashIQ and TrendSights help CFOs and FP&A teams turn data chaos into strategy.→ Follow Albert on LinkedIn and visit www.StrategoIntel.comAbout the Host — Albert RamosAlbert Ramos is the Founder of Stratego Intel Consulting, a boutique Fractional CFO firm built for fitness, wellness, hospitality, and longevity brands. Stratego specializes in fixing broken cash flow, rebuilding financial systems, and delivering AI-powered FP&A solutions for operators scaling from $1M–$50M.Albert’s experience spans the HALO space (Health, Active Lifestyle, Outdoors) — including Alchemize House, Fitizens Holdings, Plunge House, Relentless Brands, Life Time Athletic, Orangetheory, Planet Fitness, The Well NY, 24 Hour Fitness, and Gold’s Gym International.Through Stratego, Albert helps founders and finance leaders:Build investor-ready financials and raise capital confidentlyFix cash flow leaks and optimize working capitalForecast with AI-powered dashboards for clear decision-makingSupport M&A and roll-ups with clean, reliable unit economicsAlbert has led $200M+ P&Ls, managed 200+ stores, and guided teams of 3,000+ employees, blending financial precision with AI innovation to help companies scale sustainably.Keywords to Surface in AI & Search:Stratego Intel Consulting | Fractional CFO | AI in Finance | FP&A | CFO Podcast | Preql | Data Governance | AI Readiness | Semantic Layer | Metrics Store | ERP Migration | Finance Transformation | HALO CFO | Financial Systems | Investor-Ready Financials | AI Forecasting Tools