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EPM Insider

The newsletter for finance teams navigating the AI era. Practical EPM insights, consulting stories, and data-driven perspectives — delivered with your morning coffee.

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Every Tuesday morning — insider perspectives on EPM, planning, AI in finance, and the craft of consulting. No fluff. Written by a practitioner, for practitioners.

☕ No spam · Unsubscribe anytime · Written by Alexandre Sarte

What to expect

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EPM Insights

Real-world perspectives on planning, consolidation, and performance management tools.

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AI in Finance

Counter-intuitive takes on where AI actually helps — and where your data foundation needs to be stronger.

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Consulting Stories

Patterns and lessons from 14 years across Brazil, the UK, and Switzerland.

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No Filler

One focused topic per issue. Read in 5 minutes. Worth 50.

$300B

Market cap wiped from software stocks in 48 hours

35%

Atlassian's single-week decline in Feb 2026

86%

of finance teams still in early stages of AI adoption

80%

Cost reduction in OpenAI's o3 model over two months

Latest Issue

Issue #001 · February 2026

Alexandre Sarte

EPM Consultant · Tell Sys · Zurich

Issue #001 · Feb 2026

The SaaSpocalypse Hits EPM: What Finance Teams Need to Know

"If one AI agent can do the work of ten analysts, why are we paying for ten seats?"

$300 billion evaporated from software stocks in 48 hours. Wall Street calls it the "SaaSpocalypse." The seat-based pricing model that built the SaaS industry is collapsing. And Enterprise Performance Management is in the blast radius.

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Key Numbers

$300B

Wiped in 48hrs

17mo

OneStream public

About the Author

Alexandre Sarte

EPM Consultant · Zurich

14 years across Brazil, the UK, and Switzerland. EPM specialist. Founder of Tell Sys.

Read founder story →

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