From Cash Management to Payroll: Streamline Your Back Office with AI

Join Ben Murray on The SaaS CFO Podcast as he welcomes Pac O'Shea, CEO and co-founder of Round Treasury. In this episode, Pac O'Shea shares his journey from fintech consulting to launching a SaaS company focused on automating finance operations for growing businesses.  Discover how Round Treasury is using AI and automation to streamline cash management, accounts payable, and reporting, empowering CFOs and founders to save time and make smarter financial decisions. Pac O'Shea talks about building secure agentic workflows, the realities of raising capital in today’s AI-driven market, and why transparency in pricing matters. Whether you’re a finance leader or startup founder, you’ll get practical insights into the future of back office automation, the challenges of scaling a SaaS company, and strategies for engaging with CFOs in a rapidly changing tech landscape.  Show Notes:  00:00 Early treasury product for businesses  04:48 Building AI for Stable Coin Payments  07:38 Testing AI for banking tasks  13:13 Customer referrals and word-of-mouth  14:36 Discussing the pricing model update  17:40 Hiring focus and enterprise projects  Links:   Pac O’Shea’s LinkedIn: https://www.linkedin.com/in/pac-o-shea/  Round Treasury’s LinkedIn: https://www.linkedin.com/company/roundtreasury  Round Treasury’s Website: https://www.roundtreasury.com/  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