Brightfin, the only IT Financial Management (ITFM) and Technology Expense Management solution built natively on ServiceNow, has announced the appointment of Preeti Shukla as its first Chief Product and AI Officer (CPAIO). In this newly created role, Shukla will lead product strategy and artificial intelligence initiatives across the Brightfin platform, advancing the company's mission to ground every technology decision in financial truth, operational clarity, and intelligent automation. The move places Brightfin among a growing set of enterprise software companies establishing dedicated AI leadership at the executive level to accelerate product integration of generative and agentic AI capabilities.

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. Her previous leadership roles include positions 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 embedding intelligence into its products from the ground up rather than bolting it onto legacy systems — a distinction that matters as enterprises increasingly scrutinize technology spend and demand tools that deliver measurable cost visibility across complex IT estates.

As CPAIO, Shukla will oversee the next phases of Brightfin's AI roadmap. This includes expanding the company's context-aware intelligence layer and AI agents that understand the language of IT finance, as well as 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."

Shukla's appointment builds on Brightfin's momentum following its acquisition by Proven Optics and the launch of its AI-Native architecture, reinforcing the company's position at the intersection of IT financial management and enterprise AI. The creation of the CPAIO role signals that Brightfin intends to compete on AI-driven automation as a core differentiator within the ITFM category, where vendors are racing to differentiate through intelligent cost optimization and workflow automation.