Jules

20+ years in Finance | Options Trader | Mom | Entrepreneur. Here to make finance smarter (and life simpler).

[Jules @JulieTanco]

Calling all startup founders, CEOs, and small business owners:

I'm doing a short survey on how people like you handle finances — the messy, stressful parts most tools don’t fix.

Ever struggled with:
– Forecasting cash flow?
– Deciding when to hire a CFO?
– Making sense of runway or burn rate?

Your honest input helps me understand what real founders need (not what the software thinks we do).

If you’ve got 2 minutes, I’d love your take: https://t.co/n71sI0faBH

Thank you in advance. 🙏
#Founders #Startups #startupfounder

[Jules @JulieTanco]

@EliteOptions2 It'll be great if you can do a masterclass about proper execution!

[Jules @JulieTanco]

@EliteOptions2 Great call on META yesterday and MU today!

[Jules @JulieTanco]

@EliteOptions2 It would also be great to see how you prep before the market opens!

[Jules @JulieTanco]

@elonmusk @a @v @Rudi @BadRudi i honestly don’t think kids need an AI companion

[Jules @JulieTanco]

@elonmusk i thought it’s a new movie at first glance

[Jules @JulieTanco]

FINTECH INVESTOR FTV CAPITAL BACKS TRADING‑WORKFLOW SOFTWARE MAKER SAPHYRE

FTV Capital invested $70M in Saphyre, which delivers AI‑enabled systems to automate securities workflow for institutions. #FinanceOps #AISaaS

https://t.co/KFm5VYGICy

[Jules @JulieTanco]

At Lucanet World 2025, finance leaders reported manual finance processes as a top pain; 32% cited lack of automation as their biggest operational challenge and investment need.

#FinanceAutomation #FPANextGen

[Jules @JulieTanco]

@wilsonkanaday It’s an article from WSJ

[Jules @JulieTanco]

SHORTCUT BRINGS AGENTIC AI INTO EXCEL WORKFLOWS

Fundamental Research Labs released Shortcut, an Excel‑like app with agentic AI that lets users build financial models and forecasts via natural language while staying compatible with Excel files. #ExcelAI #FinancialModeling

[Jules @JulieTanco]

Rillet closed a $25M round to bring an AI‑first multi-entity, multi‑currency ERP solution to mid‑market firms.

[Jules @JulieTanco]

BlinkOps Raises $50M Series B to Support SaaS Ops

[Jules @JulieTanco]

Datarails integrates AI into its Excel-based FP&A workflows

FP&A platform Datarails is embedding AI to automate data consolidation, reporting, scenario modeling, and cash tools.
#ExcelFP&A #CFOautomation

[Jules @JulieTanco]

Generative AI reshapes real‑time financial forecasting

New tools synthesize unstructured market signals (news, sentiment) into forecasting variables in minutes.

#GenAIfinance #RealTimeFP

https://t.co/yoUD4KeqSZ

[Jules @JulieTanco]

Why CFOs won’t cut AI spend in mid‑2025

Despite broad cost‑cutting, 67% of CFOs are preserving or scaling targeted AI investments—including automation, forecasting, and compliance tools where ROI is clear.

#AIbudgeting #StrategicROI

[Jules @JulieTanco]

A finance industry narrative shift now emphasizes AI as collaboration tools enhancing roles like accounting, audit, tax, and governance rather than replacing them.

#EthicalAI #CollaborativeAI

[Jules @JulieTanco]

EY survey finds 73% of business leaders believe entire units might run through agentic AI; one-third of firms already investing $10M+

Agentic AI systems that act without prompts is gaining traction and expected to significantly reshape finance operations through 2028
#AgenticAI

[Jules @JulieTanco]

Payhawk introduces its first AI “Financial Controller Agent” to proactively enforce spend policies, chase invoices, suggest categorizations, and flag incomplete transactions—while remaining fully auditable.

#AgenticFinance #FinanceOps

[Jules @JulieTanco]

@jtsla4 @Jake__Wujastyk @EliteOptions2 Not defending anybody but anyone who’s following another trader blindly is a fool even your own followers.

[Jules @JulieTanco]

Ramp valued at $22.5 B after raising $500 M in Series E‑2, led by ICONI
#Fintech #AIAgentFinance

https://t.co/beSBXNngN5

[Jules @JulieTanco]

Palo Alto Networks to acquire CyberArk for ~$25 B, emphasizing identity security for AI-era agent
#IdentitySecurity #AIFinanceRisk

https://t.co/bJUi86aByt