In this episode of Incoming Statements, host Anthony Alvernaz sits down with Jason Pikoos, Managing Partner of Technology & Innovation at Connor Group, to explore the challenges and opportunities in finance automation. Jason shares his perspective on how teams often over-index on software solutions instead of focusing on the true capabilities of their existing technology. He stresses the importance of understanding what a tool can do rather than just how to use it.

They dive into the shift from transactional accounting to strategic decision-making, highlighting how automation frees up teams for higher-value work. Jason outlines the risks of accumulating too many disconnected tools, which often create complexity instead of efficiency. Instead, he advocates for a mindset shift—optimizing what’s already in place before adding new technology.

The conversation also touches on AI adoption, automation’s impact on finance teams, and why professionals need to rethink how they engage with technology. Jason offers insights on AI governance, skill development, and how finance teams can stay ahead in a rapidly evolving landscape.