Incoming Statements
"Incoming Statements" is your guide to mastering modern accounting challenges. Whether it’s perfecting your month-end close, preparing for audits, or harnessing AI for better financial decisions, this podcast gives you the tools to streamline your processes, elevate your role, and deliver insights that matter.
Incoming Statements
Diagnosing Data Gaps: Clearing the Path to Smarter Automation
In this episode of Incoming Statements, host Eli Geschwind sits down with Oscar Palacio, Partner of Business Transformation at CrossCountry Consulting. They explore the challenges accounting teams face when technology, process, and people don’t connect—and why the root cause often isn’t what it seems.
Oscar shares why most teams use only a fraction of their accounting platforms' capabilities. He explains how misconfigured systems, training gaps, and overlooked features create manual work and missed opportunities. By leading cross-functional workshops, Oscar helps companies uncover hidden issues and build practical solutions that fit their real processes. He emphasizes the importance of trust, clear roles, and hands-on collaboration to get everyone moving in the same direction.
The conversation turns to AI in finance. Oscar lays out a simple framework for choosing where to start, stressing that data quality comes first. He shows how the right approach to technology—paired with honest process review—can help accounting leaders move from manual fixes to strategic impact.