AI Products, Workflow Automation,
Platform & Data

Carlos joined Digits through the acquisition of Basis and first led the integration of the FP&A business into the company, retaining 80% of the business while helping expand Digits from reporting into planning and higher-value finance workflows.

He then owned AI Invoicing, Bill Pay, and AR/AP workflows, growing GPV by 20x while shaping the strategy behind activation, pricing, and monetization. He built Invoicing from 0-to-1, creating a simpler invoice-to-cash experience and increasing attach rate by 4x.

Later, he created a new AI workflows and self-serve analytics product area for GTM teams, cutting reporting turnaround from days to minutes and influencing 20% of pipeline. Across FP&A, payments, and AI workflows, he partnered across six functions and led a major migration that reduced customer issues by 90% as the product scaled.

Carlos co-founded Basis to turn messy planning, reporting, and operational workflows into real-time software for finance teams. As CTO and Head of Product, he owned product strategy, roadmap, customer discovery, and systems design, while partnering with go-to-market across an 8-person product and engineering team.

Basis scaled to 200+ SMB and enterprise customers within 12 months of launch. Carlos reduced onboarding to 5 minutes despite the complexity of connecting fragmented business data, unlocking both PLG adoption and sales-led growth.

He turned integrations into a strategic wedge across 100+ ERP, CRM, payroll, and business systems, and shaped the planning and analytics experience behind instant scenario modeling, dashboards, and workflow automation across millions of daily calculations. The company was acquired by Digits in 2024.

Domio was creating a new category at the intersection of real estate and hospitality. Carlos scaled the product, engineering, and design organization to 30+ people across five teams, standing up the company's first PM and design functions, growing engineering across NYC and Toronto, and helping build a durable organization and culture.

As a member of the leadership team, he led product and engineering strategy for market expansion as Domio scaled into 10+ cities during a $100M+ growth phase. He led strategy across direct booking, reservations, and the booking experience, increasing direct bookings from 0% to more than 40% while improving unit economics through a simpler customer journey.

He also drove data, pricing, and operational platform initiatives that improved market selection, price testing, and property workflows as the business scaled.