The ERP for the AI Revolution is here

John Glasgow is the CEO and founder of Campfire (S23), an AI-native ERP platform built for high-growth tech companies that automates accounting and financial reporting workflows using a custom foundation model and agent platform — the company recently raised a Series B led by Accel and Ribbit Capital, has more than doubled ARR each quarter since Q4 2024, and now exceeds 100 employees after closing a $35 million Series A in June 2025 with just 12 people. In this fireside, John sat down with Andrew Tan to talk about how he went from a Google Sheets prototype to pulling customers off NetSuite, why staying in founder-led sales until $1M ARR was critical, how narrowly targeting the needs of tech companies gave Campfire a wedge into a decades-old market, and why the shift to AI-native infrastructure flipped the narrative on what "safe" software buying actually means. https://www.meetcampfire.com Apply to Y Combinator: https://www.ycombinator.com/apply Work at a startup: https://www.ycombinator.com/jobs