Following a majority investment from TA Associates, new executive appointments reinforce FinQuery’s commitment to scaling talent alongside AI-driven accounting innovation.
FinQuery, a market leader in AI-powered accounting automation, announced the appointments of Jacob Fabbri as Chief Marketing Officer (CMO) and Michael Gerson as Senior Vice President of Customer Success and Service.
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FinQuery is no longer just solving for lease accounting; we are enabling accounting and finance teams to leverage the data in every business agreement to close faster, ensure compliance, and improve audit readiness.
These hires accelerate FinQuery’s mission to modernize the accounting function and simplify life for the Office of the CFO through its Intelligent Subledger platform. By automating the high-stakes workflows traditional ERPs lack – including leases, prepaids, and accruals – FinQuery replaces manual friction with AI-driven precision, empowering accountants to trade tedious manual tasks for strategic leadership.
“Jacob and Michael are seasoned scale-up veterans who understand that profitable growth in the SaaS space requires a blend of visionary category narrative and world-class customer execution,” said Joe Schab, CEO of FinQuery. “FinQuery is no longer just solving for lease accounting; we are enabling accounting and finance teams to leverage the data in every business agreement to close faster, ensure compliance, and improve audit readiness. Their leadership will be pivotal as we scale our unified platform to meet global demand.”
Market Momentum by the Numbers:
- 2.8 million Hours Saved: Average customer saves four hours of labor per lease.
- #1 Ranking: 19 consecutive quarters as the top-rated Lease Accounting software on G2.
- Customer Scale: Powering the accounting workflows for 40,000+ professionals across 8,700+ global organizations.
- AI Efficiency: More than 70% of contract data entry is now handled automatically by FinQuery’s AI-assisted workflows, reducing manual work and audit risk.
- Institutional Backing: Fueled by a recent majority growth investment from TA Associates to accelerate international expansion and product innovation.
Jacob Fabbri: Scaling the Category Narrative
Jacob Fabbri joins FinQuery as CMO with a deep background in scaling high-growth SaaS platforms. Most recently, Fabbri served as CMO at Togetherwork, where he unified marketing strategies and drove growth across a diverse portfolio of integrated software and payment solutions. Previously, as CMO of Fonteva, he led marketing for the leading Salesforce-native member management platform. In under 5 years Fonteva realized over 1000% growth while defining memberships as a strategic advantage in previously untapped verticals.
At FinQuery, Fabbri’s mandate is to sharpen the “Intelligent Subledger” positioning for professionals in the Office of the CFO, and scale a global demand engine that translates product innovation into a market-leading brand.
“FinQuery is at the forefront of a fundamental shift in the controllership. We aren’t just building software to automate tasks; we are defining the Intelligent Subledger category to solve the complex accounting challenges that traditional ERPs simply weren’t built to handle,” said Fabbri. “Our focus is on scaling this message globally and ensuring every CFO understands how automation can turn their business agreements into a strategic advantage.”
Michael Gerson: Unifying the Enterprise Customer Journey
Michael Gerson joins as SVP of Customer Success and Service, bringing substantial experience building and leading enterprise-grade organizations and driving operational scale in innovative, high-growth companies. He joins FinQuery from Salesforce, where he led enterprise customer success in the Technology, Media & Telecom vertical, a multi-billion dollar ARR segment serving Salesforce’s largest and most complex global customers. He was previously the Global Head of Customer Success for Asset Management at eVestment, a Nasdaq-acquired investment data and analytics platform.
Gerson will lead the unification of Implementation, Professional Services, and Customer Success with a focus on driving measurable, high-impact customer outcomes – making FinQuery’s value immediate and enduring. He is tasked with shortening the path to ROI, integrating automation more deeply into customer workflows, and building a world-class service model that drives both customer satisfaction and predictable revenue growth.
“By unifying implementation, professional services, and customer success under one leadership structure, we are ensuring a seamless journey from the moment a customer signs through every touchpoint and stage across the lifecycle,” said Gerson. “My goal is to leverage my experience with enterprise-scale organizations like Salesforce and Nasdaq to help our customers maximize the value and impact of their FinQuery investment and build the foundation for continued growth.”
Defining the Intelligent Subledger
The Intelligent Subledger is a dedicated platform that automates complex accounting workflows, operationalizes financial policies, and produces audit-ready outputs for the Office of the CFO. It connects contract-triggered financial obligations – such as leases, accruals, and prepaid expenses – directly to accounting entries, ensuring 100% auditability and a significantly faster month-end close than traditional manual processes or standard ERP modules.
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