Many companies rush to build their first AI agent. Few stop to think what happens after it works.

In this episode of Invention Mode, host Tanya Kohen talks with Integration & AI Solution expert Paul Chayka about how to implement your first AI agent in a way that delivers real business value and doesn’t break when it’s time to scale. Based on real implementations in finance, treasury, and operations, they discuss how to choose the right initial use case, decide between low-code and custom development, and define metrics that prove ROI to leadership.

The conversation focuses on fundamentals that determine long-term success: clean data, stable processes, integration-ready architecture, and governance that prevents a growing patchwork of disconnected agents. Featuring practical cases — from reporting automation to conversational BI and multi-agent support systems — this episode offers a grounded guide for leaders moving from AI experimentation to sustainable impact.

Disclaimer: The views and opinions expressed by the guest speakers on this podcast are their own and do not necessarily reflect those of their current or previous employers or affiliated organizations.

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✦ Share your own story of invention with Tanya Kohen on LinkedIn — https://www.linkedin.com/in/tanyakohen/

✦ Paul Chayka on LinkedIn — https://www.linkedin.com/in/paul-chayka-5a0511250/

✦ Watch the webinar where Tanya Kohen and Paul Chayka break down how AI is adopted in treasury operations — https://youtu.be/UUr3Vjd1Adg?si=JsKkFQxCxjzoamjo

Are we witnessing the end of the dashboards? For years, charts and graphs have been the primary window into complex financial data, but what if you could simply talk to it instead?

This episode explores how conversational AI is reshaping the way finance teams work — from speeding up analysis to giving experts direct, on-demand access to deeper insight. Instead of digging through static reports, professionals can now ask complex questions in natural language and get clear, context-aware answers in seconds.

Tanya sits down with AI strategist Daniel Huszar to discuss what this shift means in practice: faster decision cycles, stronger forecasting, leaner operations, and a new level of confidence for teams that rely on accurate, timely data. They examine the architectural choices behind conversational systems and how LLMs amplify the strength of domain expertise rather than replace it.

A focused, practical conversation for leaders who want finance to move at the speed of the business — not the speed of dashboard refreshes.

Disclaimer: The views and opinions expressed by the guest speakers on this podcast are their own and do not necessarily reflect those of their current or previous employers or affiliated organizations.

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Share your own story of invention with Tanya Kohen on LinkedIn https://www.linkedin.com/in/tanyakohen/

Article "The End of the Dashboard? Why Your Next Data Interface Will Be a Conversation" by Daniel Huszar https://www.linkedin.com/pulse/end-dashboard-why-your-next-data-interface-daniel-huszár-u6uye/

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"Building the plane while flying it" is a common startup mantra. But when it comes to the tech stack, the patchwork of apps and tools becomes a silent growth killer, leading to conflicting data, security risks, and endless manual work.

In this episode of Invention Mode, host Tanya Kohen talks with fractional CFO Maria Frolova about applying an inventive mindset to this core challenge. They unpack the early warning signs founders miss, why clean data is more critical than any single tool, and how to build a scalable financial engine from seed to Series C.

Learn a simple, no-budget exercise to identify your team's biggest inefficiencies, understand why the CFO role is key to your entire company's tech strategy, and get a practical framework to stop patching problems and start building a solid foundation for growth.

Essential listening for founders and finance leaders in FinTech ready to turn tech stack chaos into a strategic advantage.

Disclaimer: The views and opinions expressed by the guest speakers on this podcast are their own and do not necessarily reflect those of their current or previous employers or affiliated organizations.