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 👋,

 

This week, we’re delighted to be launching something new from CFO Techstack. Stackchat is a free, 15-minute conversation with our team for finance leaders trying to work out what their tech stack needs next. We look at why there’s no single path for a growing finance team, and how the knowledge and experience across the CFO Techstack community can help you find the right way forward.

 

We’ve also got Harriet tackling a difficult career question: how do you know when it’s time to move on from a role you love? She shares her advice on recognising when the pressure has become unsustainable and knowing when it might be time to make a change.

 

FEATURED ARTICLE

Not sure what your finance stack needs next? Let’s have a Stackchat.

There are all sorts of moments when you might question what your finance stack needs next. Maybe you’re scaling quickly and building it out for the first time. Maybe you need to strengthen what you already have. You could be considering whether a Xero-based stack would work for your business, or perhaps you’ve invested in an ERP that isn’t delivering what you need.

That’s why we’re launching Stackchat: a free, 15-minute conversation with the CFO Techstack team to talk through what you’re trying to solve and where to look next.

 

What growing businesses need is a finance tech stack capable of supporting that growth. For years, there’s been an assumption that you start on Xero, grow in size and complexity, then eventually move to an ERP. But ERP isn’t inevitable. A Xero + Mayday-based stack, with the right best-of-breed apps around it, can provide the core infrastructure for businesses to scale.

There are different ways to build a finance tech stack that can scale with your business. The harder question is working out what the right one looks like for you.

 

Learn from what others have tried

The good news is that most finance teams aren’t facing these challenges for the first time.

 

And through CFO Techstack, we get to see how they’re solving them. Finance leaders share what’s in their stacks through How I Stacked It. Conversations across the community reveal what others have tried when faced with similar challenges. Our App Map shows you a number of tools to explore. And FTS Consultants are out there designing and implementing Xero-based stacks in growing businesses.

 

All this gives the CFO Techstack team a wealth of knowledge, experience and connections to draw on during a Stackchat – making every minute of the conversation count.

 

You don’t need to have it figured out

You might know exactly what you need. Or you might just know something isn’t working. Maybe reporting takes too long, a spreadsheet has become far more important than anyone intended or that temporary workaround is still going on six months later.

 

That’s where the conversation starts. We might be able to draw on hands-on experience from a finance team that has been through the same thing.

There might be a couple of apps worth exploring. Or it could be a problem that would benefit from an FTS Consultant’s expertise.

 

The aim of Stackchat isn’t to give you every answer in 15 minutes. It’s to help you cut through the possibilities, get your bearings and leave with a clearer sense of where to focus your time and what to tackle next.

 

If there’s something you’re trying to solve in your finance stack, book a free Stackchat and let’s talk.

COMMUNITY INSIGHTS

🎤 How I stacked it 

René Lindeque, Intergroup Accounts Manager & Financial Accountant at Funda Group, shares her tech stack.

Rene Lindeque is the Intergroup Accounts Manager and Financial Accountant at Funda Group. They currently oversee approximately 30 intergroup companies, with a team of four focused specifically on managing intercompany transactions, reconciliations, and reporting.

 

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Rene oversees intercompany invoicing, loan account management, cross-company offsets, and ensures that all intergroup balances reconcile accurately.

 

Here's what René and her team are using:

  1. Mayday for Month End: Mayday has been a game changer for managing intercompany transactions, particularly with intercompany invoicing and cross-company offsets. The BRAG function is especially powerful and saves a significant amount of time when reconciling loan accounts across multiple entities.
  2. ApprovalMax for Approvals: ApprovalMax has significantly improved our approval workflows and billing processes. The AI feature that reads and captures bill data saves a considerable amount of time and reduces manual input. Overall, it has streamlined our controls and improved efficiency across the team. Just wish they would add better filters for searching for POs, and that POs could also be marked as paid/part paid. But overall great. Less paper work, easy trail for following up on invoices and quotes with employees and staff.
  3. Syft for Reporting: Syft is a fantastic tool for management reporting. It provides clear, visual dashboards that make it easy to identify errors, track company performance, and support quick decision-making by management. It adds strong value from both a reporting and oversight perspective. I can easily do management reporting for the CEO on time, and it looks and reads well. We can also do reports where we combine the group, showing the business as a whole.
  4. Hubdoc for Document Processing: With Hubdoc, you can import all your financial documents & export them into data you can use.
  5. Caseware for Audit: Caseware is a global AI-powered platform that streamlines auditing, financial reporting and data analytics.

Read the full stack.

 

If you'd like to share your stack with the community, get in touch with kristin.morgan@getmayday.com. 

    GIVE ME HOPE

    Harriet Header (400 x 100 px)-2

    When do you know it’s time to move on?

    Readers question:

    How do I know when it is time to move on from a role? I love the business but the pressure has been relentless for two years and I am not sure how much longer I can sustain it.

     

    Harriet’s answer:

    I’ve been here before, and it’s hard when you love the business. Walking away can feel like you’re giving up on something you care about, even when you know the role is taking too much out of you. Before you decide to leave, look honestly at what the next six to 12 months are likely to bring.

     

    Ask whether the pressure can actually change

    Think about what’s driving the pressure and whether there’s a realistic scenario where it eases. Could expanding the team make a meaningful difference? Is there a particular milestone ahead that will change things? Or is the current pace simply how the business operates?

     

    If you can see a credible route to making the role sustainable, it may be worth staying. But if it’s already been relentless for two years and there’s no real prospect of change, it might be time to prioritise yourself.

     

    Don’t confuse staying with growing

    You might still have room to grow in the role, but that doesn’t necessarily mean staying is the best way to develop. A question I’ve asked myself in the past is: ‘Am I still learning, and is it worth the pressure I’m under?’

     

    I’ve learnt that moving roles doesn’t mean putting your development on hold, even if the next job comes with less pressure. A new environment and a different way of working will teach you new things. That’s particularly valuable in finance, where having a range of experience can help you grow quickly.

     

    Leave while you still have the energy to leave well

    Leaving a business you’ve been part of for a long time can be daunting. There’s the conversation with your manager, telling your team, and going through the change of leaving something you’ve invested a lot in.

     

    That’s another reason not to wait until you’ve reached your limit. With the right communication and forward planning, you can work with your manager and team to make the exit and handover as smooth as possible. I’ve found that it’s much harder when you’re burnt out and just want to get away.

     

    Trust what you already know

    There isn’t always a definitive moment when you know it’s time to go. Sometimes you’re waiting for something to make the decision obvious, when the fact that you’ve been asking yourself the question for a long time is telling you something in itself.

     

    You want a job that challenges you and gives you room to grow, but not at the expense of your personal life or mental health. Careers are long, and I don’t think change is a bad thing. If you’ve looked seriously at whether the pressure can ease and still can’t see a sustainable way forward, it may be time to move on.

     

    Have a question you’d like Harriet to answer? Submit your questions here. 

    AWARDS

    🏆 CFO Techstack Awards Webinar

    We can’t wait to announce the winners of the CFO Techstack Awards!

     

    Join us as we celebrate this year’s winners and the people, teams and solutions making an impact across the finance tech community.

     

    Date: 15 September

    Time: 8am BST / 15:00 AEST

      Save your spot. Register now!

      THE STACK EXCHANGE

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

       
      The Stack Exchange is the place to connect with peers, stay on top of the latest apps and industry news, and work through the challenges that don't have an easy answer.
       
      Take a look at what's being said:
      1. Hunting for a contractor for help with AI Agents 

      2. Cautionary tale of a six-figure ERP 

        Want to join the conversation? Sign up here

        NEW IN THE WORLD OF CFO SOFTWARE

        🗞️ News from the stack-o-sphere

        • Projectworks integrates with Monday.com and other project management tools. Read more.
        • Deel launches its AI Workforce, embedded AI agents designed to complete workforce-management tasks. Learn more. 

        WHAT THE DATA SAYS

        📊 Stat of the week


        "73% of UK CFOs
        are optimistic that AI will materially improve their organisation’s performance.

        Source: Deloitte, CFO Survey Q2 2026

        MORE OF THE GOOD STUFF

        And lastly, our top picks!

         

        🎧 Podcast: Future Finance, “AI, Power BI, and the Future of Finance with Rob Collie”, hosts Paul Barnhurst and Glenn Hopper. 5 August 2026.

        📝 Article: Four AI agent use cases for finance teams. ICAEW. 28 July 2026.

        😆 Joke: The budget was approved unanimously. The spending, apparently, was not.

         

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

         

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