Agent use cases: analysis, automation, forecasting

In this episode of FP&A Unlocked, Paul Barnhurst is joined by Josh LaSov to explore how FP&A is evolving with data, BI, and AI. They discuss how finance professionals can move beyond traditional reporting by combining financial and operational data, and why understanding data at a deeper level is now essential. Josh shares how AI is changing analysis, forecasting, and workflows, and how FP&A teams can use it to increase productivity and deliver faster insights.

Josh LaSov is an FP&A and data professional with experience in consulting, ERP implementations, and analytics. He has implemented NetSuite and FP&A tools across many companies and previously co-founded Satori Reporting, a BI platform for NetSuite users that was later acquired by private equity. He is now the founder of Causi AI, where he focuses on building AI agents to help finance teams automate analysis, processes, and forecasting.

Expect to Learn:

• What makes FP&A professionals stand out today
• Why combining financial and operational data is critical
• How BI tools expand the role of FP&A
• How AI is improving analysis, forecasting, and workflows

Here are a few relevant quotes from the episode:

• “AI helps you save a lot of time, but the judgment and analysis still need to be done by you.” - Josh LaSov
• “You can’t explain why numbers changed if you don’t understand the data behind them.” - Josh LaSov

Josh highlights that FP&A is no longer just about building reports or models. The role is shifting toward deeper analysis and faster decision-making. While AI can handle large amounts of data and speed up workflows, the real value still comes from understanding the business and communicating insights clearly.

Campfire: AI-First ERP:

Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation,

close management, and more, all in one unified platform.

Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguy

Follow Josh:

LinkedIn: https://www.linkedin.com/in/josh-lasov-7897334/

Homepage: https://www.cauzzy.ai/

AI Agent Marketplace: https://marketplace.cauzzy.ai/

YouTube Channel: https://www.youtube.com/@cauzzyAI

Follow Glenn:

LinkedIn: linkedin.com/in/glenntsnyder

Earn Your CPE Credit

For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.

In Today’s Episode

[02:25] – Introducing Josh LaSov

[04:59] – What Great FP&A Looks Like

[09:52] – Building Satori Reporting

[13:19] – BI Tools and Reporting Challenges

[16:25] – Introduction to Causi AI

[25:05] – AI Agents and Accuracy Challenges

[29:22] – How FP&A Should Use AI

[36:10] – AI Tech Stack & Future Direction

[43:05] – Key Skills for FP&A

[46:53] – Get To Know Function