Learn

Insights on treasury, payments, and the future of finance

TreasuryPaymentsStablecoinsFXAICompliance
AI SpendJul 6, 2026

Compute Is the New Payroll

Lately I've been asking founders a simple question: what's your AI bill as a percentage of burn? They can name headcount to the person. Then I ask about compute, and there's a pause. That pause is the problem.

Read articleRight arrow
Compute Is the New Payroll
The $7.5M Squeeze: How Tariffs and FX Are Hitting Cross-Border CFOs at the Same Time
FX IntelligenceMar 17, 2026

The $7.5M Squeeze: How Tariffs and FX Are Hitting Cross-Border CFOs at the Same Time

Read articleRight arrow
Why the Shekel Is Strengthening Despite the Iran Conflict
FX IntelligenceMar 4, 2026

Why the Shekel Is Strengthening Despite the Iran Conflict

Read articleRight arrow

All Articles

Most 13-Week Cash Forecasts Are Built Backwards
13-Week Forecast

Most 13-Week Cash Forecasts Are Built Backwards

Jeff Forkan · Aug 3, 2026

Every Monday, someone opens a spreadsheet and rebuilds the 13-week cash forecast. It is the most-watched number in treasury, and a surprising number of them are built backwards.

Read article
The Headcount That Isn't Human
Agent Headcount

The Headcount That Isn't Human

Jeff Forkan · Aug 3, 2026

Pull up your company's org chart. Count the boxes. Now ask a question that would have sounded strange two years ago: how many of those workers are people?

Read article
Payments Were Never the Point
Platform Treasury

Payments Were Never the Point

Jeff Forkan · Jul 9, 2026

You pay your providers in days and collect from your clients in weeks. For the weeks in between, you are the bank. Nobody set out to run a lending operation. It just grew inside the business, one payout cycle at a time.

Read article
Compute Is the New Payroll
AI Spend

Compute Is the New Payroll

Jeff Forkan · Jul 6, 2026

Lately I've been asking founders a simple question: what's your AI bill as a percentage of burn? They can name headcount to the person. Then I ask about compute, and there's a pause. That pause is the problem.

Read article
The $7.5M Squeeze: How Tariffs and FX Are Hitting Cross-Border CFOs at the Same Time
FX Intelligence

The $7.5M Squeeze: How Tariffs and FX Are Hitting Cross-Border CFOs at the Same Time

Jeff Forkan · Mar 17, 2026

A weaker dollar, new tariffs, and Fed uncertainty are converging at the worst possible time for companies with cross-border operations. The math on a $50M annual spend is brutal.

Read article
The Stablecoin Sandwich Will Kill Correspondent Banking. Here's the Plumbing.
Cross-Border Payments

The Stablecoin Sandwich Will Kill Correspondent Banking. Here's the Plumbing.

Jeff Forkan · Mar 13, 2026

The $16.5 trillion cross-border payments market runs on 50-year-old correspondent banking rails. The "stablecoin sandwich" compresses that into minutes. But the companies that win won't be the ones issuing coins. They'll be the ones building the plumbing.

Read article
Why the Shekel Is Strengthening Despite the Iran Conflict
FX Intelligence

Why the Shekel Is Strengthening Despite the Iran Conflict

Jeff Forkan · Mar 4, 2026

The Israeli shekel is defying expectations by strengthening against the USD despite US-Israel strikes on Iran. Here's why the expected weakening hasn't materialized and what treasury teams should be watching.

Read article
The 9x Problem in Treasury Software
Product Strategy

The 9x Problem in Treasury Software

Jeff Forkan · Mar 3, 2026

$300M in VC tried to kill PowerPoint by making prettier slides. Almost all of it failed. The same mistake is happening in treasury tech right now.

Read article
The Stablecoin Stack Is Coming for Your Treasury Department
Stablecoins & Treasury

The Stablecoin Stack Is Coming for Your Treasury Department

Jeff Forkan · Feb 27, 2026

Every major bank consortium is building stablecoins. Goldman, Deutsche Bank, Citi, UBS, and more. Your treasury infrastructure wasn't built for this. Here's what CFOs need to understand before the new rails arrive.

Read article

Page 1 of 2