AI: Accounting Intelligence

Recorded live in New York at Trullion's Accounting 2030: How AI Will Transform the CFO and Audit Handshake event, Artie Minson, CEO of Trullion, joins Dante D'Egidio, Vice Chair at EY, in conversation with Wall Street Journal CFO Journal reporter Mark Maurer to explore how artificial intelligence is fundamentally reshaping the relationship between CFOs and auditors. The conversation examines AI's...

Recorded live in New York at Trullion's Accounting 2030: How AI Will Transform the CFO and Audit Handshake event, Isaac Heller moderates a discussion with Ryan Godbey, Casey Atwater, and Trey Cox about how internal audit functions can leverage AI technology to move beyond traditional sampling methods and deliver greater value to CFOs. The panel explores practical use cases for AI deployment across...

Inna Kogan shares her journey from Big Four audit in Moscow to driving finance transformation at Amazon, revealing how she built BI tools that revolutionized complex M&A modeling and now experiments with AI for contract reviews and business insights. She discusses the cultural shifts between Russian and British finance practices, the importance of in-person networking for career growth, and wh...

Step into the future of audit with Trullion and Inflo as we explore how cloud-based technology is reshaping audit processes and redefining collaboration between auditors and clients. This session will highlight how innovative tools are accelerating audit workflows, increasing accuracy, and empowering firms to adapt to today’s digital-first expectations. Key Topics:Modern Audit Workflows: Unpack wh...

Mike Manalac shares his journey from Big Four audit to Fortune 5 companies like Walmart and Google, revealing how he built an authentic personal brand through hand-drawn accounting cartoons and thoughtful LinkedIn content. He argues that as AI commoditizes technical accounting knowledge, professionals must develop human skills like creativity, leadership, and authentic communication to future-proo...

Edwine Alphonse shares how her journey from aspiring novelist in Haiti to first accountant at high-growth companies like Circle and Ramp shaped her unique approach to financial storytelling. She discusses why accountants should embrace their power as business storytellers rather than letting finance teams take the lead, and explores how AI can free accountants from "silly work" to focus on strateg...

Jason Berwanger, CEO and co-founder of Hubify, joins Isaac to discuss why the accounting industry needs to focus on bulletproof automation before jumping into AI solutions. Drawing from his experience leading financial systems through Root Insurance's IPO and now serving high-volume PLG companies like Strava, Jason explains the critical difference between deterministic and probabilistic problems i...

Join Trullion CEO, Isaac Heller and Director of AI, Shlomo Agishtein for a behind-the-scenes look at the launch of Trulli—a new agentic AI platform built from the ground up for finance professionals. Watch the discussion https://youtu.be/DpUyLFHAxq8 Learn more about Trullion https://trullion.com Connect with Isaac Heller https://www.linkedin.com/in/isaacheller Review Leave a review on Apple Podcas...

Richard Jackson, AI Assurance Leader at Ernst & Young, discusses how artificial intelligence is transforming the accounting profession after 130 years of tradition. Drawing from his Silicon Valley experience, Jackson explores the ethical implementation of AI in financial operations, emphasizing that organizations can only innovate as fast as their governance frameworks allow. He highlights dat...

Demi Ben-Ari, CTO and Co-founder of Panoways, breaks down the critical cybersecurity concerns for finance professionals, from third-party risk management to AI security implications. Drawing from his background in the Israeli Air Force and maritime analytics, Demi explains how companies can build effective cybersecurity programs and why firms should prepare for upcoming AI regulations. The convers...

Em Daigle, founder of Otto-Mates, shares her journey from Arthur Anderson auditor to tech-focused entrepreneur creating a matchmaking service for accountants and software solutions. Em and Isaac discuss how AI is transforming accounting from a backward-looking function to a forward-thinking business partner, exploring continuous close capabilities, audit challenges, and predictions for which Big F...

Ronen Faier shares his path from growing up in Netanya to becoming CFO of SolarEdge and serving on multiple tech company boards. Drawing from his extensive experience, he explores how the role of finance leaders is evolving from pure accounting to becoming strategic business partners who manage risk while driving growth. As artificial intelligence transforms finance departments, Faier offers valua...

Join Trullion and RSM for an in-depth exploration of how AI is revolutionizing lease accounting and administration workflows. This webinar covers essential day-two compliance considerations, the benefits of business process outsourcing for lease accounting, and demonstrates how AI-powered technology can streamline document processing and portfolio management. Whether you're managing a complex leas...

Explore how AI is transforming lease accounting in this webinar rebroadcast featuring Trullion and Grant Thornton. Learn about AI-powered lease abstraction, managing complex modifications, and practical approaches for modernizing your lease accounting processes. Learn more about Trullion https://trullion.com Learn more about Grant Thornton https://www.grantthornton.com Ben Chacko https://www.linke...

Kris Bennatti, CEO and co-founder of Hudson Labs, shares her journey from KPMG auditor to AI entrepreneur, including how her company accurately predicted financial risks at Supermicro. She discusses the evolving relationship between AI and accounting, arguing that while AI won't replace skilled accountants, it can dramatically improve how financial information is analyzed and consumed. The convers...

This week Isaac is joined by Noah Waisberg, founder of Kira Systems and Zuva, to discuss his journey from lawyer to AI entrepreneur. Noah shares insights on the evolution of contract analysis technology, from early machine learning approaches to today's large language models. The conversation explores the intersection of legal and accounting AI, delving into topics like structured information extr...

This bonus episode explores the evolving landscape of audit technology, focusing on the shift from all-in-one solutions to integrated, best-of-breed tech stacks. Industry experts discuss the key characteristics of modern audit tools, including cloud-based architecture, open APIs, and a commitment to continuous innovation. The conversation culminates in a practical demonstration of how point soluti...

This bonus episode explores the upcoming changes to FRS 102 and how companies can prepare for the 2026 deadline. Isaac and Ian Greenwood, Partner in Accounting Advisory at KPMG discuss the major updates to lease accounting and revenue recognition, highlighting potential challenges and practical solutions. The conversation delves into how artificial intelligence and modern software tools can stream...

Guzel Lumpkin shares her remarkable journey from a small Russian village to becoming a CPA, CFO, and now CEO of EVLUV, an electric vehicle charging startup. From her early days as a CPA at Deloitte to navigating IPOs for tech giants, Guzel shares valuable lessons on leveraging financial acumen in the startup world. Her current venture into the EV charging space highlights the importance of underst...

Isaac Heller and guest Blake Oliver dive deep into the world of AI in accounting, examining recent VC investments and emerging trends. They discuss the potential for AI to augment and automate various accounting tasks, from bookkeeping to auditing, while exploring the challenges of implementation and data management. The conversation also touches on how these technological shifts may impact the ac...

Artie Minson, President and CEO of LeafLink, shares his journey from public auditor to C-suite executive in this insightful discussion. He offers valuable perspectives on the enduring importance of accounting and auditing in an increasingly complex business landscape. Minson also explores the potential impact of AI on the finance profession, emphasizing the continued need for human judgment alongs...

In this episode, Isaac sits down with Nic Boucher, a renowned AI and finance expert, to explore the cutting-edge intersection of artificial intelligence and financial management. They discuss the latest AI tools transforming the industry, the importance of Python skills for finance professionals, and how companies of all sizes can implement AI strategies. Boucher shares his unique perspective on w...

In this episode, Larry Quinlan, former Global CIO of Deloitte and current Fortune 500 board member, shares his journey from a small Caribbean island to the upper echelons of corporate leadership. Larry discusses the importance of mentorship, the power of effective communication, and how to navigate career transitions in the fast-paced world of technology and professional services. His unique persp...

In this episode, Alex Oppenheimer, general partner and founder of Verissimo Ventures, shares his expertise on the critical role of finance and accounting in early-stage startups. Alex discusses the importance of creating an economic model early on, even before incorporating, to understand the value a company delivers and its potential profitability. He also delves into the challenges founders face...

In this inaugural episode of Accounting Intelligence, host Isaac Heller sits down with Jody Padar. Jody shares her journey to becoming a leading influencer in the industry, offering insights on building an authentic personal brand and embracing change. The conversation dives deep into the disruptive potential of AI in accounting, exploring how technology is reshaping traditional business models an...