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Ignite Startups: Building the Agentic Finance Team of the Future with Erin Kim | Ep155

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Manage episode 478301344 series 3515266
Content provided by Brian Bell. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brian Bell or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

What happens when a finance-savvy product leader, obsessed with automating herself out of a job, meets the generational shift in AI? Erin Kim, former Carta exec and investment banker turned founder, is reimagining what a finance team even is. Now CEO of Mesh, Erin is building a fully agentic AI-powered finance team—starting with automated bookkeeping and reconciliation.

In this episode, we dive into how Mesh is replacing traditional workflows with intelligent agents, the trust challenges of AI in high-stakes finance, and why now is the perfect time for this transformation. We also explore Erin’s founder journey from Barclays to Carta to YC, and how the next wave of finance might not include humans at all—just copilots that close your books.

From spreadsheets to smart agents, Erin's career is a case study in replacing the manual with the magical.

Chapters:

Welcome & Guest Introduction (00:01 – 00:34)

From Investment Banking to Automation (00:35 – 01:22)

Joining Carta and Scaling Strategic Finance (01:23 – 01:53)

Shifting into Product and Fund Accounting (01:54 – 02:48)

Founding Mesh and the Origin Story (02:49 – 03:39)

Building Automated Finance Workflows (03:40 – 04:24)

The Agentic Future of Finance (04:25 – 06:20)

Balancing AI Accuracy and Trust (06:21 – 07:56)

Human-in-the-Loop Workflow at Mesh (07:57 – 09:12)

What Can and Can’t Be Automated (09:13 – 10:10)

The AI Unlock: From Workflows to Agents (10:11 – 11:27)

The UI Shift in the Agentic Era (11:28 – 13:11)

Work-as-a-Service and the Mesh Interface (13:12 – 16:16)

Who Mesh Serves Best (16:17 – 18:05)

Selling AI Tools: Excitement vs Skepticism (18:06 – 19:14)

Long-Term Vision for Agentic Finance Teams (19:15 – 21:00)

Accounting Talent Gaps and Industry Trends (21:00 – 22:01)

Advice to Early-Stage Founders (22:02 – 23:18)

Key Metrics and Accuracy Goals (23:19 – 25:23)

Context Switching and Founder Focus (25:24 – 27:29)

AI’s Untapped Use Case: Secure Credentials (27:30 – 28:12)

Balancing Advice and Intuition as a Founder (28:13 – 28:38)

//

Our sponsor Byldd⁠ helps non-technical domain-expert founders build and launch tech businesses by providing a complete product team - that's everyone you need from designers to engineers to testers, all the way up to a CTO.

We'll ship products while you focus on the other essentials: validation, sales, and distribution. Our portfolio companies have been backed by YC, Google, ERA, and other top-tier investors.

Get Started Here: https://tr.ee/bylld

  continue reading

155 episodes

Artwork
iconShare
 
Manage episode 478301344 series 3515266
Content provided by Brian Bell. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brian Bell or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

What happens when a finance-savvy product leader, obsessed with automating herself out of a job, meets the generational shift in AI? Erin Kim, former Carta exec and investment banker turned founder, is reimagining what a finance team even is. Now CEO of Mesh, Erin is building a fully agentic AI-powered finance team—starting with automated bookkeeping and reconciliation.

In this episode, we dive into how Mesh is replacing traditional workflows with intelligent agents, the trust challenges of AI in high-stakes finance, and why now is the perfect time for this transformation. We also explore Erin’s founder journey from Barclays to Carta to YC, and how the next wave of finance might not include humans at all—just copilots that close your books.

From spreadsheets to smart agents, Erin's career is a case study in replacing the manual with the magical.

Chapters:

Welcome & Guest Introduction (00:01 – 00:34)

From Investment Banking to Automation (00:35 – 01:22)

Joining Carta and Scaling Strategic Finance (01:23 – 01:53)

Shifting into Product and Fund Accounting (01:54 – 02:48)

Founding Mesh and the Origin Story (02:49 – 03:39)

Building Automated Finance Workflows (03:40 – 04:24)

The Agentic Future of Finance (04:25 – 06:20)

Balancing AI Accuracy and Trust (06:21 – 07:56)

Human-in-the-Loop Workflow at Mesh (07:57 – 09:12)

What Can and Can’t Be Automated (09:13 – 10:10)

The AI Unlock: From Workflows to Agents (10:11 – 11:27)

The UI Shift in the Agentic Era (11:28 – 13:11)

Work-as-a-Service and the Mesh Interface (13:12 – 16:16)

Who Mesh Serves Best (16:17 – 18:05)

Selling AI Tools: Excitement vs Skepticism (18:06 – 19:14)

Long-Term Vision for Agentic Finance Teams (19:15 – 21:00)

Accounting Talent Gaps and Industry Trends (21:00 – 22:01)

Advice to Early-Stage Founders (22:02 – 23:18)

Key Metrics and Accuracy Goals (23:19 – 25:23)

Context Switching and Founder Focus (25:24 – 27:29)

AI’s Untapped Use Case: Secure Credentials (27:30 – 28:12)

Balancing Advice and Intuition as a Founder (28:13 – 28:38)

//

Our sponsor Byldd⁠ helps non-technical domain-expert founders build and launch tech businesses by providing a complete product team - that's everyone you need from designers to engineers to testers, all the way up to a CTO.

We'll ship products while you focus on the other essentials: validation, sales, and distribution. Our portfolio companies have been backed by YC, Google, ERA, and other top-tier investors.

Get Started Here: https://tr.ee/bylld

  continue reading

155 episodes

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