Incoming Statements Ep. #2: More Tech, Same Problem w/ Jason Pikoos

Listen to Episode 2 of Incoming Statements here, either on Spotify or Apple Podcasts.

In this episode of Incoming Statements, host Anthony Alvernaz, Numeric’s Co-Founder and Chief Product Officer, welcomes Jason Pikoos, Managing Partner of Technology & Innovation at Connor Group. Jason shares his perspective on why many accounting teams remain burdened by manual processes despite having an abundance of tech solutions at their disposal. He explains how a shift in mindset—focusing on what technology can do rather than just how to use it—is key to unlocking automation’s full potential.

The conversation delves into how finance leaders can avoid “tech sprawl,” where new tools get added without driving meaningful efficiency. Jason discusses strategies for optimizing existing systems, overcoming resistance to change, and integrating AI-driven automation in a way that truly reduces workload. He also highlights the skills accountants will need in the coming years to stay ahead as automation reshapes finance.

Whether you're an accounting leader trying to streamline operations or a finance professional looking to future-proof your career, this episode offers valuable insights. Tune in to hear Jason’s take on what’s holding automation back—and what controllers can do about it.