AI Meets Sales Tax: Transforming Compliance for the Digital Age

Welcome back to The SaaS CFO Podcast! In today’s episode, Ben sits down with Rohit Bhadange, co-founder and CEO of Zamp—the operating system for sales tax compliance that’s bringing much-needed visibility and automation to a traditionally complex space.  From his roots in investment banking and private equity to launching Zamp in 2022, Rohit Bhadange shares how his team is reshaping compliance for the entire digital economy, serving everyone from early-stage SaaS founders to enterprises approaching $500 million in revenue. Learn how Zamp leverages AI and data transparency to drive operational leverage and win trust from both customers and accounting partners, resulting in rapid fundraising traction and a business growing 5–6x since their Series A.  We’ll discuss Zamp’s approach to pricing, global expansion, customer acquisition strategies, and hear Rohit Bhadange's insight on SaaS growth metrics, operating leverage, and what sets a modern compliance platform apart. Whether you’re a SaaS founder, CFO, or just fascinated by the evolving intersection of AI and finance, this conversation is packed with valuable takeaways.  Show Notes:  00:00 Targeting mid-sized enterprise customers  03:20 Expanding international market reach  09:26 Building in Stealth Mode  11:03 Choosing the Right Investors  14:01 Improving AI with Transparent Workflows   17:48 Outcome-based pricing strategy  21:27 Growth and efficiency improvements  23:30 Where to find Rohit online  Links:   SaaS Fundraising Stories: https://www.thesaasnews.com/news/zamp-bags-30m-in-total-funding  Rohit Bhandage’s LinkedIn: https://www.linkedin.com/in/rohitbhadange/  Zamp’s LinkedIn: https://www.linkedin.com/company/zamptax/  Zamp’s Website: https://zamp.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 

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 

On this episode of The SaaS CFO Podcast, Ben Murray welcomes Laina Chan, CEO and founder of MiAI Law, to discuss the intersection of legal expertise and cutting-edge AI. With a three-decade career as a construction law barrister and a background in mathematics, Laina Chan shares how her experiences led to building a platform that transforms legal research and risk management.  Laina Chan explains how MiAI Law stands apart by replicating the way barristers think, offering precise, first-principles of legal analysis and verification—features now attracting judges, large law firms, and in-house counsel. She dives into the challenges of bringing AI into traditional legal workflows, recent fundraising wins, and the company’s approach to value-based pricing given the high demands of AI inference.  Looking ahead, Laina Chan talks about MiAI Law’s rapid growth, its entry into the US market, and ambitious plans to reach $1 million in annual recurring revenue. Listen in for exclusive insights on building and scaling an AI-driven SaaS business in the evolving legal tech landscape.  Show Notes:  00:00 Unexpected markets for legal tech  05:38 Legal document analysis tools  06:34 Legal risk management system overview  10:27 Testing error validation with a judge  13:58 Subscription pricing and package features  19:17 Microsoft partnership and Azure listing  20:40 Potential UK firm subscription  23:26 Crafting detailed reports  Links:   SaaS Fundraising Stories: https://www.thesaasnews.com/news/miai-law-secures-aud-2-million-in-funding  Laina Chan’s LinkedIn: https://www.linkedin.com/in/lainachanbarrister/  MiAI’s LinkedIn: https://www.linkedin.com/company/miai-law/  MiAI’s Website: https://miai.law/  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 

Welcome back to The SaaS CFO Podcast! In this episode, host Ben Murray catches up with Anna Berger, founder and CEO of Trayd, to discuss the company’s impressive journey from a $4.5 million seed round to a $10 million Series A in just a year.  Anna Berger shares how Trayd sharpened its focus on serving union and prevailing wage contractors, leading to 600% revenue growth and a team expansion from 14 to 35 employees. She dives into the challenges of hiring, the evolution of their leadership team, and the company-wide embrace of AI tools to boost productivity.  Listen in as Anna Berger discusses refining Trayd’s go-to-market strategy, the metrics that matter most, and what it truly takes to scale a SaaS company in the construction tech space.  Show Notes:  00:00 The Series A growth stage  06:08 Challenges of hiring staff  07:05 Teamwide AI tool integration  12:33 Understanding investor expectations  15:32 Organizing unstructured company data  17:56 Managing seasonal workforce needs  19:26 Staying resilient in tough times  Links:  SaaS Fundraising Stories: https://www.thesaasnews.com/news/trayd-raises-4-5-million-in-seed-round  Anna Berger’s LinkedIn: https://www.linkedin.com/in/annajberger/  Trayd’s LinkedIn: https://www.linkedin.com/company/traydinc/  Trayd’s Website: https://www.buildtrayd.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 

Welcome to The SaaS CFO Podcast. In today’s episode, Ben sits down with Spiros Xanthos, founder and CEO of Resolve AI. With a robust background in developer tools and successful exits—including acquisitions by VMware and Splunk—Spiros Xanthos brings decades of insight from both startup and corporate environments. Now leading Resolve AI, he’s pioneering agentic AI solutions designed to transform how enterprises maintain and operate production software.  Spiros Xanthos shares candid lessons learned from building fast-growth, VC-backed companies, insights on fundraising strategy ($150M+ raised across Seed and Series A), and how the speed of AI innovation is reshaping company culture, product development, and go-to-market approaches. If you’re curious about the latest in SaaS, AI-driven incident response, scaling a technical team, or outcome-based pricing, this conversation delivers practical wisdom for founders and finance leaders navigating today’s rapid AI evolution.  Show Notes:  00:00 Building developer tools and acquisitions  05:44 Challenges with data overload  07:06 Challenges in managing complex systems  11:00 Early self-funding decisions  13:23 Lessons from experience in startups  17:53 Building a Strong Brand  19:33 Expanding customer support team  24:19 Defining success metrics in AI tasks  26:42 Maintaining culture while scaling  29:48 Innovating with Multi-Agent Systems  Links:  SaaS Fundraising Stories: https://www.thesaasnews.com/news/resolve-ai-raises-125m-series-a-at-1b-valuation  https://www.thesaasnews.com/news/resolve-ai-secures-35-million-in-seed-round  Spiros Xanthos’ LinkedIn: https://www.linkedin.com/in/spiros/  Resolve AI’s LinkedIn: https://www.linkedin.com/company/resolveai/  Resolve AI’s Website: https://resolve.ai/  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 

Welcome back to The SaaS CFO Podcast! In this episode, Ben Murray sits down with Ankur Goyal, CEO and founder of Fibr AI, to explore the cutting edge of AI-powered web experiences in the B2B tech landscape. Ankur Goyal shares his journey from engineering and early roles at Nestle and startups, through an MBA at Stanford, to launching and exiting his first venture before starting Fibr AI.  We’ll dive into how Fibr AI transforms static websites into intelligent, campaign-driven experiences, helping heavily regulated industries like banking and healthcare boost conversion and personalize customer journeys. Ankur Goyal also opens up about raising $7.5 million in funding, lessons learned from multiple startups, and why clear alignment with investors is crucial in early rounds.  Expect insights on enterprise SaaS go-to-market strategies, the realities of pricing complex AI products, and the operational metrics driving growth at Fibr AI. Whether you’re a SaaS founder, finance leader, or just AI-curious, this episode is packed with actionable takeaways and inspiration.  Show Notes:  00:00 How Fiber AI started  03:41 Ensuring consistent web messaging  07:09 Entering B2B with banking clients  10:11 Raising funds with angel investors  15:30 Challenges with investor feedback  18:44 Explaining the pricing model  22:49 Tracking sales cycle duration  25:23 Focusing on internal scalability  26:46 Ending and show notes info  Links:   SaaS Fundraising Stories: https://www.thesaasnews.com/news/fibr-ai-raises-7-5-million-seed-round  Ankur Goyal’s LinkedIn: https://www.linkedin.com/in/ankurgoyal22/  Fibr AI’s LinkedIn: https://www.linkedin.com/company/fibrai/  Fibr AI’s Website: https://fibr.ai/  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 

Welcome back to The SaaS CFO Podcast! In this episode, Ben Murray sits down with Bobby Ocampo, Managing Partner at Blueprint Equity, for a candid conversation that flips the script—from founder journeys to the investor’s perspective. Bobby Ocampo shares his path from physics major to private equity leader, and together they dive into what he calls the “missing middle” of growth equity investing.  This discussion explores how the SaaS landscape is being redefined by AI, what investors now look for in SaaS and AI-driven businesses, and how founders can build defensible, vertical software companies in today’s competitive market. If you’ve ever wondered how investment criteria are evolving—and what metrics, strategies, and AI trends matter most when raising capital—this episode offers actionable insights straight from the dealmaking front lines.  Show Notes:  00:00 Introduction to Growth Equity  05:30 Adopting AI in SaaS products  09:53 Building trust and community  10:27 Trust and support in software business  14:15 Early growth equity challenges  18:23 Challenges with AI Monetization  22:53 Valuation for legacy SaaS companies  25:10 Importance of AI in investments  29:47 What makes an investment attractive  31:02 Thinking about raising funds  34:43 Understanding venture capital returns  37:07 Discussing future growth strategies  Links:  Bobby Ocampo’s LinkedIn: https://www.linkedin.com/in/bocampo/  Blueprint Equity’s LinkedIn: https://www.linkedin.com/company/blueprint-equity/  Blueprint Equity’s Website: https://www.onblueprint.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 

Welcome to The SaaS CFO Podcast! This episode features Agastya Samat, co-founder and CEO of Zeya Health, who shares his unique journey from leaving corporate law to launching a SaaS company focused on AI-powered solutions for outpatient clinics in Asia. Ben Murray and Agastya Samat dive into how Zeya is tackling the technical challenge of delivering customized patient engagement tools at scale, and how founder-led sales, strategic partnerships, and early revenue have fueled their rapid growth.  The conversation covers key lessons from participating in the Antler startup residency program and sheds light on choosing the right pricing model, experimenting with product-market fit, and identifying the operational metrics that drive success.  Agastya Samat also discusses building and scaling an engineering team, leveraging AI in both product development and business operations, and Zeya’s ambitions for international expansion. If you’re interested in SaaS, digital health, or startup growth, this episode is packed with practical advice and fresh perspective.  Show Notes:  00:00 Bringing AI to healthcare in Asia  03:35 Building outpatient clinic solutions  08:01 Changes in residency program approach  10:25 Experiences in the Antler program  16:45 Finding the right North Star metric  18:57 Using new models for marketing  20:50 Where to learn about Zeah Health  Links:  SaaS Fundraising Stories: https://www.thesaasnews.com/news/zeya-health-raises-575k-pre-seed  Agastya Samat’s LinkedIn: https://www.linkedin.com/in/agastya-samat/  Zeya Health’s LinkedIn: https://www.linkedin.com/company/zeya-health/  Zeya Health’s Website: https://zeya.health/  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 

In this episode of The SaaS CFO Podcast, host Ben Murray welcomes Ryan Wenger, CEO and founder of In House, to discuss his fascinating journey from practicing law to building and selling a SaaS travel startup, and now, creating an AI-driven legal tech company. Ryan Wenger reveals how his experiences shaped In House’s mission to make legal services affordable and accessible for small businesses.  Ryan Wenger shares candid lessons about pivoting business models, the challenges of fundraising in today's SaaS landscape, and what it takes to reach product-market fit. He explains how In House leverages both AI and a network of legal experts to deliver smarter, safer legal solutions for SMBs and what operational metrics are driving their impressive growth.  If you’re a founder, entrepreneur, or interested in how SaaS and AI are reshaping traditional industries, you’ll find this episode packed with practical insights. Tune in for a front-row view of the evolving world of SaaS, AI innovation, and startup growth strategies!  Show Notes:  00:00 Starting a travel discovery app  05:29 Realizing the need for accessible legal help  06:53 Challenges with DIY legal solutions  10:28 Improving document requests with AI  16:03 Navigating VC fundraising challenges  18:04 Finding success in GPT Marketplace  21:00 Understanding users' legal needs  24:34 Using in-house AI  Links:  SaaS Fundraising Stories: https://www.thesaasnews.com/news/inhouse-raises-5-million-in-seed-round  Ryan Wenger’s LinkedIn: https://www.linkedin.com/in/ryan-wenger-2122a0a/  Inhouse’s LinkedIn: https://www.linkedin.com/company/inhouseai/  Inhouse’s Website: https://www.inhouse.ai/  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 

Join Ben Murray on The SaaS CFO Podcast as he interviews George Nichkov, CEO and founder of TaxNova. Hear how George Nichkov’s journey from consulting and tech inspired him to solve R&D tax credit challenges for SaaS companies.  George Nichkov shares how TaxNova uses AI to automate finance operations—streamlining tax claims, connecting with tools like JIRA and GitHub, and simplifying compliance across global markets. Say goodbye to spreadsheets and manual processes.  If you're a SaaS founder or finance leader curious about leveraging global tax credits and AI-powered FinOps, this episode is full of insights you won't want to miss.  Show Notes:  00:00 Considering a career change  03:50 Translating projects for accounting  07:24 Easy data integration for companies  12:14 Choosing venture capital for growth  14:04 Building early brand trust  16:57 Discussing data-driven tiered pricing  22:49 Building Pack Snow from scratch  26:05 Integrating JIRA with global offices  26:53 Promoting TaxNova resources online  Links:  SaaS Fundraising Stories: https://www.thesaasnews.com/news/taxnova-raises-1-million-in-funding  George Nichkov’s LinkedIn: https://www.linkedin.com/in/nichkov/  Taxnova’s LinkedIn: https://www.linkedin.com/company/taxnova-ai/  Taxnova’s Website: https://taxnova.ai/  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