Insights
Essays on the agentic payments stack
B2B finance is moving from manual back-office operations to autonomous, agent-driven settlement. Long-form, published when there's something new to say.
- Pattern Recognition12 min read
Canonicalization Beats Workflow
Three trillion-dollar back-office tax categories. One pattern. The schema is the product, not the workflow. Why most operators miss it, and what changes when they don't.
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- The Long Game9 min read
Authorization Without Identity
AI agents can initiate the payment. The settlement layer still expects a person. That gap is about to become a payments infrastructure problem.
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For PE, operators, and the occasional regulator. Long-form thesis, what I am watching, and where the autonomous settlement stack is heading. No marketing.
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