The Three Questions I Ask Every Finance Leader Before I’ll Recommend A Platform. And Why Most Vendors Won’t Ask You Any Of Them.
August 1, 2026
By: Jermaine Jackson Every finance software vendor asks the same discovery questions. What is your revenue? What is your headcount? What is your current stack? What is your budget? What is your timeline? These questions qualify the deal. They set up the demo. They tell the salesperson whether the opportunity is worth pursuing and how to structure the pitch. They do not tell the vendor whether the platform is actually right for the finance leader
