Brightfin has announced the appointment of Preeti Shukla as Chief Product and AI Officer. In this newly created role, Shukla will lead product strategy and artificial intelligence across the Brightfin platform, advancing the company's mission to make every technology decision grounded in financial truth, operational clarity, and intelligent automation.
Preeti Shukla appointed Chief Product and AI Officer at Brightfin.
Brings 20 years of enterprise B2B SaaS experience from Workday and Oracle.
Gartner-recognized thought leader and author on AI SaaS and product engineering.
Will lead AI roadmap and context-aware intelligence layer for IT finance.
Brightfin is ITFM solution built natively on ServiceNow.
Follows Brightfin's acquisition by Proven Optics and launch of AI-Native architecture.
Shukla brings two decades of experience building and scaling customer-facing, enterprise-grade B2B SaaS, fintech, and marketplace products across Fortune 100 companies and high-growth startups, including leadership roles at Workday and Oracle. A recognized authority on applied AI, she is a Gartner-recognized thought leader and author on AI SaaS and product engineering, with deep expertise in secure, compliant financial systems and agentic AI. Her appointment reflects Brightfin's commitment to building intelligence into its products from the ground up rather than bolting it onto legacy systems.
As CPAIO, Shukla will own the next phases of Brightfin's AI roadmap: expanding the company's context-aware intelligence layer and AI agents that understand the language of IT finance, and driving AI-powered optimization that proactively surfaces savings and acts on them. She will partner closely with engineering, customers, and go-to-market teams to translate Brightfin's unified budget-to-billing data model into measurable outcomes for enterprise IT and finance leaders.
"Preeti is exactly the leader we need as Brightfin enters its next chapter," said Joel Martins, Chief Executive Officer at Brightfin. "She has spent her career turning ambitious AI ideas into enterprise products that customers trust with their most critical financial data. Her track record of building high-performing product and engineering organizations, combined with her depth in agentic AI, will accelerate the value we deliver to every customer. We're thrilled to welcome her to the team."
"Brightfin has done something rare: it built the deepest IT financial data model in the market and made AI the product, not a feature," said Preeti Shukla, Chief Product and AI Officer at Brightfin. "That foundation is the perfect launchpad for agentic AI that doesn't just answer questions but optimizes workflows and drives real savings. I'm excited to help our customers move from digging through reports to getting clear, trustworthy answers about their IT spend, and to shape a product roadmap where intelligence is felt in every interaction."
About Brightfin
Brightfin is committed to shaping a world where every technology decision is grounded in financial truth, operational clarity, and intelligent automation — enabling organizations to reduce total spend and reinvest in critical innovation.
