Upload and Import Line Items: A Comprehensive Guide

Phil Trowler – The $1M Surprise Invoice Crisis

In this episode, James Kennedy sits down with Phil Trowler, financial strategist and early finance leader at Olipop, to unpack the realities of scaling a high-growth CPG brand and why storytelling, cash-flow foresight, and purchase-order discipline can make or break a business. From Phil’s unconventional journey through EY, government finance, and Silicon Valley startups, to hard-earned lessons from hypergrowth, inventory risk, and sales forecasting, this episode is a masterclass in strategic finance for founders navigating rapid expansion.

Susanne IJkema – How to Exit When Your Back’s Against the Wall

In this episode, James Kennedy sits down with Susanne IJkema-Hilgenkamp, Regional Director at The CFO Centre / CFO Center and a fractional CFO based in the Netherlands, to unpack what great stakeholder management really looks like – especially when the stakes are high. From boardrooms that include government and global corporates (including a joint venture where the CEO of the board was the Crown Prince of Brunei) to fast-moving SMEs, Susanne shares how to avoid surprises, align shareholders, and guide major decisions. They also dive into a compelling exit story: helping a 79-year-old founder sell urgently due to health reasons – without selling from a position of panic.

Neil Geary – The $67M Real Estate Turnaround

In this episode, James Kennedy sits down with Neil Geary, fractional CFO and partner at SeatonHill Partners, to unpack what happens when big entrepreneurial vision meets real-world financial reality. Drawing on a career that started as a Coast Guard – licensed boat captain and evolved through family offices, hospitality, and large-scale real estate development, Neil shares how “captain’s thinking” – planning, diligence, and safety – translates into better decisions for founders and investors.

From rescuing a beloved but loss-making New England “trophy” hotel and restaurant, to helping a Midwestern multifamily developer level up into a $67M ground-up project, Neil shows how the right CFO can turn chaos into a clear course – without killing the entrepreneurial spark that made the business work in the first place.

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SUPPLIER MANAGEMENT

Line ItemUpload & Import

Upload all of your essential purchase data in seconds

It's a super-fast way to create a purchase request.

Simply import all your purchase order line items from a .csv file, pick your supplier and send.

Unlimited Line items

You can import customer numbers, invoice numbers, invoice dates, order numbers, PO numbers etc

Batch Upload

Users can upload multiple file at once in batches to bring historic company purchasing data up to date

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