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Soldo on how the guardian mindset is holding CFOs back

At the Gartner CFO & Finance Executive Conference, Soldo’s Brandon Till argued that finance must evolve from controlling spend to enabling it. With talent shortages and AI reshaping the profession, he said the real opportunity is empowering employees while keeping finance firmly in control.

At the Gartner CFO & Finance Executive Conference, the debate over whether finance should act as a ā€œguardianā€ of resources or a ā€œcatalystā€ for growth was front and center. For Brandon Till, Head of Business Solutions at Soldo, the answer is already clear.

Soldo focuses on the messy middle of corporate spending , the decentralized day-to-day purchases that don’t flow neatly through procurement but still matter to the business.

By combining company cards, a spend management platform, and a mobile app, Soldo gives employees the freedom to spend what they need while keeping finance in full control.

ā€œFinance teams shouldn’t just be holding on to money,ā€ Till told The CFO. ā€œIt’s about enabling people. The businesses that come out stronger are the ones that empower their teams and take opportunities. That’s the catalyst role finance needs to play.ā€

Inspiration with urgency attached

The opening keynote resonated deeply with Till. In tough markets, most CFOs tighten the reins, but Gartner’s data showed that nine out of ten may be getting it wrong. The firms that thrive will be those willing to invest and back their people.

ā€œThe expectations of finance have already shifted,ā€ Till said. ā€œThe CFO office isn’t just a support function anymore. It’s a strategic leader across the business.ā€

Another statistic caught his attention: three-quarters of the accounting workforce is at or nearing retirement age.

ā€œThat surprised me,ā€ he admitted. ā€œIt shows how fast finance leaders will need to lean on productivity tools. Pretty soon, they won’t have the people to fall back on.ā€

Talent, attraction, and modern workplaces

The talent shortage is more than a pipeline issue — it’s about appeal.

ā€œYounger professionals don’t want to join companies stuck in outdated processes,ā€ Till said. ā€œIf you’re still asking people to do manual tasks that should have been automated years ago, they’ll go somewhere else.ā€

That reality makes technology choices more than operational decisions. ā€œForward-thinking CFOs understand that the tools they invest in help shape the culture of their finance teams,ā€ he added.

Beyond the hype on AI

AI dominated the agenda, but Till warned against treating it as a cure-all. ā€œWe’re all excited about AI, but there are still big gains to be made from automation alone,ā€ he said. ā€œIt’s about redesigning processes so that the people you do have can focus on decisions, not drudgery.ā€

Soldo itself has been adopting AI internally. Teams use generative AI platforms and smaller tools for one-off tasks, with Soldo’s spend controls making purchases quick and secure.

ā€œIt might be as simple as someone needing an AI headshot for a project,ā€ Till explained. ā€œWith Soldo, they can make that purchase without creating headaches for finance.ā€

Guarding against new risks

But with opportunity comes risk. Till said Soldo’s structure gives it an advantage in protecting client funds.

ā€œWe own the full payment processing stack, so client money only flows through Soldo. We’re not dependent on third parties,ā€ he said.

That independence, he argued, allows the company to stay ahead of emerging fraud threats, including AI-driven phishing attacks.

ā€œWe’ve invested heavily this year to make sure we’re at the highest standards of security and compliance. Customers know their money is safe with us.ā€

Finance as an enabler

Looking ahead, Till returned to the core theme of empowerment. ā€œThe role of finance isn’t just to be the guardian of the funds anymore. It’s to be the enabler,ā€ he said.

Soldo’s vision is for every employee to have a card as naturally as they’re issued a laptop.

ā€œFinance will still have oversight, but employees will be able to act quickly, spend responsibly, and help drive growth,ā€ Till said. ā€œThat’s where finance as a catalyst really comes to life.ā€

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