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Shiv Patel

Co-Founder at Blackbee AI

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Overview

Patel is Co-Founder at Blackbee AI[1][3], a position held since April 2026[3], and previously served as Co-Founder and CEO from September 2021 to March 2026[4]. Patel's career spans over 16 years in accounting systems, finance operations, and automation[2]. Prior to Blackbee AI, Patel held roles at BlackLine as Product Implementation Manager from August 2018 to March 2021[6], and spent four years at IQ BackOffice in progressively senior positions from March 2014 to July 2018[7][8][9][10]. Patel holds a BS in Finance from California State Polytechnic University-Pomona[13], completed accounting coursework at UCLA Extension[12], and earned an MBA from Pepperdine Graziadio Business School[11]. Patel currently serves as Adjunct Professor at Pepperdine Graziadio Business School[5].

Profile introduction
Source excerptLinkedIn [2]

I’m Shiv Patel, founder, operator, educator, and mom, focused on how AI is reshaping the future of finance operations. I’ve spent the last 16+ years working in accounting systems, finance operations, and automation, helping businesses modernize the way finance teams work, scale, and make decisions. What started as a career in accounting and systems evolved into a much bigger interest: understanding how workflows, data, and technology shape the way companies grow. I’m the Co-Founder of Cratoflow, we work with mid-market businesses to automate accounting workflows, streamline approvals, and re…

Career history

  1. Co-FounderApr 2026 to presentBlackbee AI
  2. Co-Founder & CEOSep 2021 to Mar 2026Blackbee AI
  3. Adjunct ProfessorMar 2024 to presentPepperdine Graziadio Business School
  4. Product Implementation ManagerAug 2018 to Mar 2021BlackLine
  5. Sr. Implementation ManagerMay 2018 to Jul 2018IQ BackOffice
  6. Sr. Manager Client ServicesApr 2016 to Apr 2018IQ BackOffice
  7. Client Services ManagerSep 2014 to Apr 2016IQ BackOffice
  8. Implementation SpecialistMar 2014 to Sep 2014IQ BackOffice

Education

  1. Master of Business Administration - MBA, MBA2017 - 2019Pepperdine Graziadio Business School
  2. Accounting at UCLA Extension2014 - 2015
  3. BS, Finance2003 - 2007California State Polytechnic University-Pomona

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