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Categorization - Sources

Transcripts

Date Company Person Role Transcript Contributed
2024-10-01 Sonder Erik Alvarez Treasury 2024-10-01-uk-categorization-onboarding.md 2 jobs, 4 pain points
2024-10-03 Personio Tom Thorn Treasury 2024-10-03-reporting-discovery.md Job promoted, 4 pain points
2025-10-27 Euroports Matthias Depoorter Treasury Manager 2025-10-27-bridging.md 1 job, 3 pain points
2024-10-24 On Rodrigo Cabrera Accounting/Treasury 2024-10-24-bank-reconciliation-discovery.md 2 jobs, 5 pain points, job promoted
2024-10-31 On Amanda Mitt, Lucía Galán Cáceres, Sofia Govoni, Rodrigo Cabrera Treasury Team 2024-10-31-categorization-outcomes.md 3 pain points, philosophy insights
2025-05-27 ON Rodrigo Cabrera, Yulia Ershova Treasury 2025-05-27-account-categories-forecasting.md IC categorization complexity, account-specific categories
2025-10-02 ON Amanda Mitt, Federico Morando Treasury Analyst, Treasury Intern 2025-10-02-batch-uploads-testing.md Budget code mapping from Anaplan
2026-02-02 Palm (Internal) Emma, Gurjit, Jennifer, Giannis Product Team 2026-02-02-ic-sync.md 2 IC categorization pain points
2026-02-04 ON Amanda Mitt, Rodrigo Cabrera Treasury 2026-02-04-daily-standup.md 3 pain points (vendor name mismatch, capex mass allocation)
2026-02-18 Personio Tom Thorn Treasury 2026-02-18-weekly-scenarios-investments.md IC/treasury misclassification pain point, inconsistent payment references

Summary

  • Total sources: 10 transcripts
  • Companies represented: Sonder, Personio, Euroports, On, Palm (Internal)
  • Date range: 2024-10-01 to 2026-02-18