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Terzo

@terzoai

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Enterprise AI - Financial Intelligence #FindTheMoney

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terzo.ai/blog/terzo-welcomes-alexandra-roberts www.msn.com/en-us/news/other/the-3-trillion-problem-hiding-in-corporate-contracts-and-the-ai-built-to-find-it/ar-AA2dcNUp www.fastcompany.com/91564497/you-know-openai-and-nvidia-these-are-the-ai-companies-building-everything-else www.businessinsider.com/millionaire-at-25-not-happy-2026-7 www.inc.com/daniel-robbins/this-founder-spent-hours-copy-pasting-contracts-into-slides-it-sparked-a-100m-idea/91352368

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#financialintelligence#enterpriseai#procurement#findthemoney#cfo#terzo#dpw#financeleadership#govcon#publicsector

Recent posts

Every team at DPW New York was chasing the same thing. AI that actually works for the enterprise. Terzo has been building toward it for six years. AI breaks the second it runs on bad data. Most enterprise contract data is a mess, locked in agreements no system reads. We built the layer that fixes it. This year the market finally caught up. Procurement and finance leaders who once filed contracts as legal paperwork now treat them as financial assets. The record of every dollar a company agreed to pay, renew, and enforce. The Fortune 500 companies that win the AI era will get their data right first. We’re building the financial layer that turns their contracts into capital. 🚀 Thank you to everyone who packed the booth, and to the team who made it happen! #DPW #EnterpriseAI #FinancialIntelligence #FinanceLeadership #Procurement 29 Jun 2026 The Pentagon has never passed an audit. Congress has given it until the end of 2028 to change that. Inside that mandate sits one of the biggest financial opportunities in the world. It’s what brought our CEO Brandon Card to Washington to meet with Lt. Gen. Douglas Lute (Ret.), former U.S. Ambassador to NATO and the newest member of Terzo’s board. Most of the Pentagon’s budget flows through purchases, and the commitments behind that spending live in supplier contracts, invoices, and purchase orders spread across decades of systems. General Lute is blunt about the obstacle. “They’re dealing with legacy systems.” The people are capable. The tools were built long before anyone asked for an audit. The Fortune 500 already ran this experiment. When a large organization finally sees its commitments, the waste surfaces. Overpayments nobody caught, rebates that went unclaimed, contracts that renewed without anyone taking a second look. That’s where Terzo has identified more than $1 billion in measurable impact for our customers. The same waste is sitting inside the government at far greater scale. It’s time for the largest buyer in the world to start finding the money. #GovCon #PublicSector #FinancialIntelligence #GeneralDouglasLute #Procurement 09 Sep 2026 NYC Riservato. Terzo x DPW. Arlo Williamsburg 2026.  Incredible people. Fantastic views. The East River, the Manhattan skyline, and the best minds in procurement, AI, and enterprise tech all on one rooftop.  🌇 We talked, we danced, and we watched the Knicks WIN. DPW Day 1 ended perfectly. Thank you to everyone who was there. You know it was special. 💜 And to the team who made it happen, some very talented people: 
@ana_stasia_boo  @braverhospitality 
@customeventstaffing  @dpw.ai @michael.samen 
@ozzyevents  @satin.jackets 
 📸: @bfa #Terzo #DPWNYC #FinancialIntelligence #ContractsAreCapital #EnterpriseAI 04 Jun 2026 @terzoai now connects to Claude through MCP (Model Context Protocol). Live contract answers, scoped to your own permissions. Ask Claude which supplier agreements auto-renew in the next 90 days, or what the notice period is on a termination clause, and it queries your Terzo tenant directly. Read-only, scoped to the user’s own permissions, no exports, no API keys. Your Claude admin adds the connector once. Users sign in with their normal Terzo login. Check out the full blog to learn more! 🚀 #ContractIntelligence #MCP #Claude #Procurement #FinancialIntelligence 05 Nov 2026 Every large enterprise has a case of the missing money. Sometimes in the millions. With @terzoai, you can finally take a closer look. It’s time to #FindTheMoney. 🕵️ 💰 #FinancialIntelligence #CFO #EnterpriseAI 03 Nov 2026 Finding the money is only half the work. Capturing it takes the kind of teams, partnerships, and execution Alexandra Roberts has spent her career building. Today, Alex joins @terzoai as our Chief Customer Officer (CCO) and Chief of Staff to the CEO. She led the Office of the Customer at Icertis as SVP of Consulting and Customer Experience, overseeing a global organization spanning consulting, customer success, partner enablement, and customer education. Before that, she advised Fortune 500 companies at SAP and Accenture on complex business transformations. At Terzo, she’ll own the customer side of the business, from partnerships through growth to success and support, working directly with our CEO Brandon Card (@brandino247) to keep the business aligned as it scales. Our customers measure us by the financial value they actually realize. That’s exactly what Alex is here to deliver. Welcome to Team Purple, Alex. 💜 #Terzo #FindTheMoney #CustomerSuccess #EnterpriseAI 28 Oct 2026 A one-time analysis of enterprise spend is “stale upon arrival,” as Daniel Haitz (@dhaitz), our Head of Global Partnerships & Growth, puts it in Episode 4 of the @terzoai Roundtable. He spent years delivering those analyses, so he would know. The ERP logs what was paid and the contract system stores what was agreed, so when a company wants to know where it’s losing money, it commissions a study. By the time the report lands, someone has signed an agreement that isn’t in it. That’s where the money goes. An overcharge has been paid for months by the time anyone sees it, and a renewal that already closed can’t be renegotiated. @terzoai keeps the picture current by connecting agreements, invoices, and spend and reviewing them continuously, so finance can start the day knowing which actions are worth taking. Spencer Ross (@spencerchristianross), our Director of Global Sales, calls it “the system that understands your money.” It’s time to #FindTheMoney. 🎥👇 Ft. Brandon Card (@brandino247), Pradeep Thangavel (@pradeep.t2), Zeyad Rajabi (@zeyadrajabi), Daniel Haitz, Spencer Ross. #FinancialIntelligence #Procurement #CFO #EnterpriseAI 27 Oct 2026 Large enterprises have enough surprises to deal with. Your supplier agreements shouldn’t be one of them. 👻 #FindTheMoney #FinancialIntelligence #EnterpriseAI 29 Oct 2026 Most enterprises use AI. Very few have the clean data it needs to find the money. LLMs are built for language, not math. They’ve never seen what’s behind your firewall. So the real work starts with the data, not the model. Roundtable Ep. 2 is live. 🎙️ #FindTheMoney #Terzo 13 Oct 2026 The biggest problem in enterprise finance is sprawl and scale. A Fortune 1000 company generates more transactions in a month than its finance team can review in a year. Most of them built their financial systems one at a time. ERP first. Then procurement. Then the contract repository. Then an acquisition that brought copies of all three. While each system does its job, not one of them can tell you whether the company is paying what it agreed to. The price is in one. The payment is in another. Activity compounds every year while the capacity to review it stays flat. At @terzoai, we connect what those systems keep separate and show you where you’re paying more than you agreed to, with the source documents behind every finding. See what you’re missing. #FindTheMoney at terzo.ai. 🕵️ #FinancialIntelligence #Procurement #CFO #EnterpriseAI 22 Oct 2026 Every dollar a Fortune 1000 company spends traces back to a contract, and most large enterprises would struggle to find it. In Episode 3 of the Terzo Roundtable, our CEO Brandon Card (@brandino247) talks about a finance team that spent $200 million on an SAP implementation and still didn’t have its contract data. The fix, he says, is “more of a mindset shift than it is anything else.” The ERP shows what you paid. The rate you negotiated, the discount, the terms, the renewal date, all of it sits in the contract. When those records aren’t connected, it’s difficult to tell whether the company is paying what it agreed to. Contracts are financial assets. Treat them like paperwork and millions in negotiated savings can go unclaimed. At @terzoai, we connect what was agreed to what was paid, so finance can see both. It’s time to #FindTheMoney. 🎥👇 Ft. Brandon Card, Pradeep Thangavel, Zeyad Rajabi, Daniel Haitz, Spencer Ross. #FinancialIntelligence #EnterpriseAI #Procurement #CFO 20 Oct 2026 Our new website is LIVE. We rebuilt terzo.ai around one question. How much money is hiding in your enterprise? Prices drift from what was agreed. Renewals pass before anyone reads the terms. Invoices go out that nobody checked against the contract. Across thousands of suppliers, none of it gets reconciled by hand. The money is already yours. It sits in records you already have. @terzoai finds the money. We read what you signed against what you actually paid, put a number on the difference, and show the records behind it. Start with the savings calculator. Enter your annual supplier spend and see your number. Find the money at https://terzo.ai 🚀 #FinancialIntelligence #Procurement #CFO #Finance #Terzo 15 Sep 2026

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