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Insights on treasury, payments, and the future of finance

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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.

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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

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

Why the Shekel Is Strengthening Despite the Iran Conflict

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All Articles

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.

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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.

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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.

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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.

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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.

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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.

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Answer Engine Optimization: How to Get AI to Recommend Your Product
AI Marketing

Answer Engine Optimization: How to Get AI to Recommend Your Product

Jeff Forkan · Feb 26, 2026

AI assistants are reshaping how people discover software. Traffic from ChatGPT and Perplexity converts at 4.4x the rate of traditional Google search. Here's the playbook for getting your product into those AI-generated recommendations.

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The Real AI Moat: Why Verification Infrastructure Wins
AI Strategy

The Real AI Moat: Why Verification Infrastructure Wins

Jeff Forkan · Feb 26, 2026

Everyone's racing to build AI agents. But the economics of AGI suggest the real competitive advantage isn't in generating output - it's in verifying it. What that means for fintech and payments.

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