The weekly newsletter for forward-thinking finance leaders, especially those who leverage Xero and its ecosystem.
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Your weekly go-to guide to transform your finance function into a strategic powerhouse.

Welcome CFO Techstack Community 👋,

In last week’s newsletter, we kicked off Beyond the Numbers — a practical series on how finance professionals can use social media to expand their influence, sharpen their skills, and connect with their community. Whether you’re freelancing, fractional, or full-time, building a presence online is no longer just optional; it’s a valuable tool for career growth and staying relevant in a fast-changing landscape.

 

This week, we shift focus to the consumption side of social media — how to use platforms like LinkedIn not to post, but to listen, learn, and stay ahead. Drawing on insights from my in-house finance journey, we explore how curating who you follow, tuning into the right conversations, and building small, sustainable habits can help you break isolation and strengthen your leadership as an in-house finance professional.

 

FEATURED ARTICLE

Beyond the Numbers: How to consume social media strategically

Lessons from my journey as an in-house finance leader

 

When I reflect on my time as an in-house finance leader, one of the most surprising insights isn’t about systems, processes, or spreadsheets —it’s how critical it became to stay plugged into the right conversations beyond the four walls of the company.

 

For many finance professionals, social media feels like something “extra,” something peripheral. But I realised early on that strategic consumption of content on platforms like LinkedIn was not just useful — it was essential.

In this article, the first of two, we’ll unpack how I approached reactive social media use, why it matters for in-house finance professionals, and how you can start shifting your own habits to support your professional growth.

 

What is reactive social media use?

Reactive social media use means focusing on what you consume, who you follow, and how you engage as a reader or observer — rather than as a content creator. It’s about using platforms like LinkedIn or Newsletters as a learning, discovery, and awareness tool: absorbing insights, monitoring trends, and tapping into valuable conversations that help you grow as a professional, even if you never post a single thing yourself. 

 

Why reactive social media use matters

In-house finance leaders sit at the crossroads of multiple pressures: they need to guide financial strategy, align with executive leadership, keep pace with regulatory and market changes, and increasingly, embrace new technologies like AI. Staying ahead isn’t just about reading internal reports — it’s about absorbing the broader context shaping the world of finance.

 

I credit much of my own strategic growth to the inputs I consumed — the articles, updates, thought leadership posts, and peer conversations that helped me sharpen my thinking.

 

I didn’t need to post every day. I didn’t need to build a huge personal following.

 

But I did need to:

  • Follow the right people.
  • Tune into the right conversations.
  • Filter the noise effectively.

In short: I needed a smart, curated social media feed that served my development as a finance leader.

 

Breaking Isolation: Finding community through social media

In-house finance leadership can often feel like a lonely path. Without the built-in networks and peer interactions of large firms or advisory roles, many finance leaders find themselves isolated, missing out on the kinds of idea exchange and learning that fuel professional growth. I experienced this firsthand — moving from Deloitte, where learning and connection felt like being back at university, to Fever-Tree, where stepping into an in-house role brought a surprising sense of solitude. For me, social media became a vital bridge: a way to reconnect with a broader finance community, tap into shared experiences, and access the learning and growth opportunities that might otherwise have felt out of reach. Platforms like LinkedIn offered not just content, but connection — helping break the isolation and keeping me plugged into a dynamic, evolving professional landscape.

 

The First Mindset Shift: Social media as a professional tool

One of the first shifts I made was rethinking how I viewed social media platforms like LinkedIn and Newsletters.


For many in-house professionals, LinkedIn is something you update when you’re job-hunting or when a recruiter pings you. But I began treating it as an ongoing professional tool — like a digital conference or industry journal that’s always open.


By intentionally consuming LinkedIn content, I was able to:

  • Spot early signals on emerging technologies impacting finance.
  • Learn from how peers at other companies were handling similar challenges.
  • Stay informed on regulatory updates or market shifts.
  • Get exposed to new frameworks for thinking about leadership, strategy, and team dynamics.

This wasn’t about mindless scrolling. It was about purposeful, targeted learning.

 

Practical Action #1: Curate who you follow

My first piece of advice: be ruthless in curating your network and feed.


That means:

  • Follow industry thought leaders who challenge your thinking like Tyler Caskey, Kat Wellum-Kent, Wouter Born and Ben Murray.
  • Connect with finance peers in similar or aspirational roles.
  • Track key vendors, partners, and industry publications like CFO, CFO Connect, Secret CFO and CFO Techstack.
  • Unfollow or mute accounts that don’t add value or clutter your feed.

In other words, don’t just accept every connection request or let the algorithm decide what you see. Take control and build a feed that works for you.

 

Practical Action #2: Identify the conversations that matter

Next, I recommend identifying the core conversations that are most relevant to your role, your company, and your industry.


For example:

  • If you’re a multi-entity finance leader, follow discussions on intercompany accounting and consolidation.
  • If you’re experimenting with AI tools, join communities or follow experts sharing practical use cases.
  • If you’re scaling a team, engage with content on leadership, talent, and operational scaling.

I found that by aligning my feed to the conversations that mattered most, I could stay informed without getting overwhelmed — because my attention was focused on what truly impacted my work.

 

Practical Action #3: Create a sustainable consumption habit

Finally, I'd like to emphasise the importance of routine.


Rather than trying to consume everything, I set aside specific times in my week — for example, 15 minutes each morning or a focused hour on Friday afternoons — to scan my feed, bookmark relevant articles, or note down insights to bring to my leadership discussions.


This habit allowed me to stay connected without falling into the trap of endless scrolling or constant notifications.

 

What’s next

In the next article, I’ll dive deeper into how I used reactive social media consumption to spark action — how the insights I gathered online translated into better decision-making, stronger leadership, and meaningful professional growth.

 

For now, the takeaway is clear:


Being a great in-house finance leader today isn’t just about mastering the internal numbers — it’s about building an external radar that keeps you sharp, informed, and adaptable.


Social media, when used strategically, can be one of your most powerful tools for that.

    COMMUNITY INSIGHTS

    🎤 How I stacked it

    Pascaley Vicario, Group Corporate Finance Manager at Bright & Duggan Group, reveals their tech stack

    Bright & Duggan Group has been a trusted name in strata and property solutions for nearly 50 years. They manage strata, buildings and facilities, integrated resorts and asset management, from small residential schemes to large complex developments. 

    PV

    Australian-owned, with branches across New South Wales, Queensland, Canberra, and Victoria, their experienced professionals provide personalised service backed by local expertise and a wide network of specialised divisions. Bright & Duggan is committed to delivering tailored solutions that support thriving communities—shaping a brighter tomorrow together.

     

    Pascaley told us, “At B&D Group, I oversee the financial management of over 30 entities using Xero, and our operations are rapidly expanding. As the Group Corporate Finance Manager, I wear many hats each day. My role involves collaborating with my team to resolve queries and continuously enhance and streamline our corporate financial operations. I partner with various departments to add value through insightful financial reporting, develop and manage financial models, and work on forecasts, budgets, mergers and acquisitions, risk management, and month-end tasks. Additionally, I coach and mentor team members. Each day in this role is unique and stimulating, even when tackling recurring month-end tasks!”

     

    Here’s what Pascaley and their team are using:

      1. Mayday for Intercompany: Managing intercompany transactions across our 30+ entities in Xero used to be time-consuming. Now, with Mayday, we automate these journal entries, making the process seamless and efficient. The automated journal rules we’ve set-up using Mayday’s Recharger allows us to review and complete transactions with just a click, while also identifying inconsistencies to simplify intercompany loan reconciliations. This has significantly sped up our month-end close process.
      2. G-Accon for Reporting: G-Accon integrates with Xero to pull live data into financial report templates, including cash flow, banking, balance sheets, and profit & loss statements. Additionally, G-Accon allows us to create customised reports tailored to our specific needs. This real-time, consolidated view of our reports makes it easier to monitor daily performance metrics across all entities.
      3. Lightyear for Accounts Payables: We leverage Lightyear to automate our Accounts Payables processing. Its automated bookkeeping, matching, and approval workflows have greatly reduced the risk of manual errors in handling high-volume AP tasks.
      4. Weel for Expense Management: We provide our employees with Weel virtual cards for business expenses, offering a simple and efficient way to manage various spending budgets. Enhanced control features, such as card blocking for incomplete expense reports and approval workflows, have improved our expense management and documentation. Transitioning from traditional physical credit cards to Weel has had its challenges, but we monitor and address non-compliance issues through ongoing training and control measures.
      5. ELMO for Payroll: ELMO streamlines our payroll processes with its comprehensive modules, including payroll processing, reporting, and learning and development. Automated payroll journals are pushed after each pay run, making payroll processing and reporting highly convenient.

    Keen to share how you stack it? Email to  hein.vanzyl@getmayday.com

    THE STACK EXCHANGE

    🧵 This week's top threads, from The Stack Exchange

     
    The Stack Exchange is a Slack forum for connecting with peers, sharing insights, and staying updated on apps and industry events—helping you transform your finance function into a strategic powerhouse.
     
    Here are this week's top 3 discussions from The Stack Exchange:
    1. Is it possible for Xero to be in other languages, or is it only English?
    2. Has anyone exceeded the Xero soft limits before?
    3. Looking for some help improving my Cin-7 set up.
       
    Keen to join? Sign up here >

    NEW IN THE WORLD OF CFO SOFTWARE

    🗞️ News from the stack-o-sphere

     

    • Cin7 launched Cin7 Pay, delivering seamless mmbedded payments and powerful cost-savings for SMBs. Learn more.
    • Tugger launches new portal to cut reporting complexity. Learn more.
    • Roveel releases new dashboards for faster insight and bigger impact. Learn more.

    WHAT THE DATA SAYS

    📊 Stat of the week

     

    68% of finance leaders say decisions must now be made faster than ever.

     

    Research by Pleo

    UPCOMING EVENTS

    🗓️ Save the date

     

    7 accounts receivable mistakes and how to fix them

    Wed, 21 May, 11am BST

    Late payments continue to be a major challenge for businesses, affecting cash flow, increasing financial risk, and consuming valuable time. But many late payments aren’t just caused by "bad payers" — they result from common but preventable mistakes in the accounts receivable process. This webinar will explore seven key mistakes businesses make and practical strategies to address them. 

     

    IRL: The Fractional CFO Opportunity: New research and discussions 

    Thu, 22 May, 4pm BST, 📍 30 Golden Square, Soho

    As firms shift from compliance to CFO-style advisory, this event explores what’s driving the change — and how modern payment systems unlock strategic value and efficiency. Hear from industry peers, enjoy curated drinks in the heart of Soho, and take away actionable insights.

     

    IRL: Accountex London 2025

    Wed & Thu, 14-15 May, 09:30am BST, 📍ExCeL London, Royal Victoria Dock, 1 Western Gateway

    Accountex has everything you, and your business, need to succeed.
    It brings together over 300 top software and service suppliers with a CPD-accredited education programme. You can experience 1-to-1 demos from major fintech brands and cutting-edge start ups. The brightest minds in the business will show you how to navigate challenges and where to find opportunities for growth. You will walk away with new ideas and feeling confident about the future. It's completely free to visit. And you get up to 16 CPD points for attending.

     

     

    MORE OF THE GOOD STUFF

    And lastly, our top picks!

     

    🎧 Podcast: Driving Value Beyond Finance, ep. 238, CFO Weekly

    📝  Article: Finding the balance: The power of human-AI collaboration in finance

    😆  Joke: What do accountant’s do for fun? They add up the telephone book.

    Why not forward this newsletter to someone you think would enjoy it?🙏

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