Campfire fireside

Campfire (@meet_campfire) is the AI-native ERP for high-growth tech companies, helping finance and accounting teams automate manual work across accounting, taxes, and investor reporting. The company, which recently raised a Series B led by Accel and Ribbit Capital, has more than doubled ARR each quarter since Q4 2024, and now has over 100 employees after closing a $35 million Series A in June 2025 with just 12 people. In this episode of Founder Firesides, founder and CEO @john__glasgow sat down with YC's @amiklas to talk about launching the first paying version as a Google Sheet, pulling customers off NetSuite with only four employees, doing all the sales himself through Series A, and more. 00:44 - What Even Is an ERP? 01:09 - Taking On NetSuite 03:15 - The YC Wedge Strategy 04:35 - Google Sheets as a Product 05:46 - Going Narrow to Win Big 07:10 - Pulling Customers Off NetSuite 08:52 - How They Found Early Believers 10:48 - Flipping the Go-To-Market 16:45 - Competing on Product Velocity 18:06 - Building for the Long Game 19:23 - Advice to Seed-Stage Self 22:12 - Why Now