40 - The Financial Co-Pilot: How AI is Changing the Game for Business Decision-Making with Fiscal Advocate's Jon Morris

Your host, Liudmila Kiseleva, talks with the CEO of Fiscal Advocate, Jon Morris. Jon discusses his transition from founding a successful digital marketing agency to launching a tech-driven finance management company for service-based businesses. He explains how Fiscal Advocate’s software, Engine BI, supports budgeting and forecasting, and previews their upcoming AI tool, “Jim,” designed to enhance financial decision-making. The conversation covers data security, client success stories, and the company’s focus on helping mid-sized firms optimize their finances through technology and expertise.To learn more about Jon's work, click HERE and HERE.Think you'd be a great guest on the show? Apply HERE.Want to learn more about Liudmila's work? Check out her website HERE.