AI: Accounting Intelligence

By Isaac Heller

Join Isaac Heller as he meets with leaders in the accounting technology space to discuss how AI and automation are transforming the accounting industry, how technology has evolved, and how AI can help... more

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FAQs about AI: Accounting Intelligence:

How many episodes does AI: Accounting Intelligence have?

The podcast currently has 25 episodes available.

AI: Accounting Intelligence episodes:

November 10, 2025A New Trust Equation: AI at the Heart of the CFO–Auditor Handshake
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 impact on audit quality, workforce transformation, and the shift from sampling-based methodologies to continuous monitoring capabilities that promise more accurate financial reporting and deeper business insights.
(00:00) - Introduction and Welcome
(00:38) - The Role of CFOs in AI Adoption
(02:48) - Comparing AI Transformation to Past Eras
(07:01) - AI's Impact on Auditing Efficiency
(12:55) - Future of Auditing with AI
(17:53) - Governance and Regulation of AI
(29:30) - Talent and Workforce Evolution

Connect with Speakers
https://www.linkedin.com/in/artie-minson
https://www.linkedin.com/in/dantedegidio
https://www.linkedin.com/in/mark-maurer-61664016
Learn more about Trullion
https://trullion.com

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44min
November 10, 2025AI in Action: How Internal Audit & Advisory Can Bridge the CFO-Audit Gap
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 the audit lifecycle—from risk assessment to field work—while addressing the methodology gaps and talent requirements needed to transform internal audit into a strategic cost-savings and revenue-protection function.
(00:00) - Introduction and Panelist Introduction
(00:05) - The Future of Audit: Technology and Methodology
(01:36) - Panelist Backgrounds and Perspectives
(04:59) - Continuous Monitoring and AI in Auditing
(09:46) - Challenges and Opportunities in Audit Methodology
(14:08) - AI Use Cases in Internal Audit
(23:36) - Conclusion and Final Thoughts

Connect with Speakers
https://www.linkedin.com/in/isaacheller
https://www.linkedin.com/in/ryangodbey
https://www.linkedin.com/in/coxtrey
https://www.linkedin.com/in/casey-atwater-cpa-and-cisa-69131b10
Learn more about Trullion
https://trullion.com

Get NASBA Approved CPE or IRS Approved CE
Launch the course on Earmark to get free CPE/CE for listening to this episode.
Review
Leave a review on Apple Podcasts or Podchaser

Subscribe
Subscribe to the AI: Accounting Intelligence podcast in your favorite podcast app!
This podcast is a production of the Earmark Media
...more
26min
September 30, 2025The Prototype Mindset
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 why starting small with everyday problems is the key to scaling innovation in large organizations. Inna also explores how accountants can leverage AI to move beyond compliance work and provide deeper business intelligence across entire organizations.
(00:00) - Welcome to Accounting Intelligence
(03:05) - Inna's Career Journey
(04:56) - Transition to Amazon and Embracing Automation
(09:30) - The Importance of Networking and In-Person Interactions
(18:20) - Cultural Differences in Finance
(21:53) - Building a BI Modeling Tool
(24:53) - Leveraging Internal Tools for Innovation
(25:42) - Transitioning from BI to AI
(26:11) - Early Experiences with AI in Accounting
(27:05) - AI's Rapid Development and Adoption
(29:22) - Challenges and Successes in AI Implementation
(36:55) - Experimenting with AI in Daily Work
(38:53) - Encouraging Innovation and Experimentation
(41:10) - Sharing Knowledge and Experiences
(44:04) - Final Thoughts and Encouragement

Connect with Inna Kogan
https://uk.linkedin.com/in/inna-k-759b5073

Learn more about Trullion
https://trullion.com
Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller
Get NASBA Approved CPE or IRS Approved CE
Launch the course on Earmark to get free CPE/CE for listening to this episode.
Review
Leave a review on Apple Podcasts or Podchaser

Subscribe
Subscribe to the AI: Accounting Intelligence podcast in your favorite podcast app!
This podcast is a production of the Earmark Media
...more
46min
August 26, 2025The New Era of Audit
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 what the “new era” of audit really means and how cloud-first platforms are shifting the audit landscape.
Collaboration & Integration: See how Trullion and Inflo complement each other to streamline audit processes and drive efficiencies.
Future-Ready Firms: Hear insights on how leading firms are embracing audit tech to stay competitive and client-focused.
Practical Takeaways: Gain a clear vision of how to modernize your audit approach with real-world examples and strategies.
Whether you’re rethinking your tech stack or curious about the next phase of audit transformation, this session offers an essential look at what’s ahead.
Connect with Chris Fallon https://www.linkedin.com/in/chris-fallon-9ba80681/
Connect with Kara Garfi https://www.linkedin.com/in/karagarfi
Connect with David Goode https://uk.linkedin.com/in/david-goode-2b064684
Connect with Scott Singerman https://www.linkedin.com/in/scottsingerman
...more
1h 1min
July 29, 2025Why Every Accountant Needs to Become Visible (Or Risk Being Invisible)
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-proof their careers. The conversation explores why accountants can't afford to stay invisible in an increasingly competitive landscape where soft skills will separate the real deal from the "phonies."
(00:00) - Welcome to AI Accounting Intelligence
(01:57) - Mike's Journey: From East Coast to West Coast
(04:12) - Working at Walmart: E-commerce and Innovations
(13:53) - Transition to Google: Ads and Automation
(18:15) - Mike from Accounting: Personal Brand and Projects
(20:57) - Encouraging Accountants to Share Their Voice
(26:57) - The Importance of Standing Out in Your Career
(28:15) - Dealing with Self-Promotion and Social Media
(29:12) - Authenticity in the Age of Influencers
(31:34) - The Role of Humor and Creativity in Accounting
(40:30) - The Future of Accounting: AI and Skills Evolution
(50:15) - Final Thoughts and Advice for Accountants

Connect with Mike Manalac
https://www.linkedin.com/in/mikemanalac
https://www.mikefromaccounting.com/

Learn more about Trullion
https://trullion.com
Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller
Get NASBA Approved CPE or IRS Approved CE
Launch the course on Earmark to get free CPE/CE for listening to this episode.
Review
Leave a review on Apple Podcasts or Podchaser

Subscribe
Subscribe to the AI: Accounting Intelligence podcast in your favorite podcast app!
This podcast is a production of the Earmark Media
...more
54min
July 01, 2025The Accountant Storyteller: Building Financial Narratives at High-Growth Startups
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 strategic analysis and relationship building. Edwine also reveals her mission to help startup accountants recognize their untapped potential and build the operational foundations that enable company growth.
(00:00) - Introduction and Welcome
(01:17) - Edwin's Career Journey
(11:19) - Life in Haiti and Cultural Reflections
(18:16) - The Value of Accounting in Career and Immigration
(22:11) - Storytelling in Accounting
(26:54) - The Value of Accounting in Business
(27:50) - Challenges and Opportunities in Strategic Accounting
(29:52) - Introducing Your Startup CPA
(31:05) - Helping Founders and Startups with Accounting
(41:01) - The Role of AI in Accounting
(49:07) - Reflections and Future of Accounting

Connect with Edwine
https://www.thebalancedsheets.com/
https://www.yourstartupcpa.com/Learn more about Trullion
https://trullion.com
Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller
Get NASBA Approved CPE or IRS Approved CE
Launch the course on Earmark to get free CPE/CE for listening to this episode.
Review
Leave a review on Apple Podcasts or Podchaser

Subscribe
Subscribe to the AI: Accounting Intelligence podcast in your favorite podcast app!
This podcast is a production of the Earmark Media
...more
53min
June 03, 2025Deterministic vs. Probabilistic: The Right Tech for Finance Problems
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 in finance. The conversation covers the challenges of building sustainable accounting tech companies, why venture capital approaches often misalign with accounting buyers' risk tolerance, and how the industry can avoid the pitfalls of "tourist" founders who lack real practitioner experience.
(00:00) - Introduction and Welcome
(00:44) - Meet Jason Berwanger: CEO and Co-Founder at HubiFi
(01:55) - Jason's Journey in Accounting and Technology
(06:14) - The Intersection of Finance and Data
(08:19) - Becoming an Entrepreneur in Accounting
(12:14) - Advice for Aspiring Accounting Entrepreneurs
(16:24) - The Role of Venture Capital in Accounting Tech
(24:16) - Automation and the Future of Accounting Jobs
(28:23) - The Strategic Role of Accounting and Finance in the Era of AI
(31:36) - The Pyramid of Finance Systems
(35:47) - Deterministic vs. Probabilistic Solutions in Finance
(42:35) - The Importance of Long-Term Sustainable Solutions
(49:09) - Future Trends in Order to Cash and Automation

Learn more about HubiFi
https://www.hubifi.com/
Connect with Jason
https://www.linkedin.com/in/jason-kyle-berwanger
Learn more about Trullion
https://trullion.com
Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller
Get NASBA Approved CPE or IRS Approved CE
Launch the course on Earmark to get free CPE/CE for listening to this episode.
Review
Leave a review on Apple Podcasts or Podchaser

Subscribe
Subscribe to the AI: Accounting Intelligence podcast in your favorite podcast app!
This podcast is a production of Earmark Media
...more
54min
May 13, 2025 The Future of Accounting AI: Inside Trulli’s Launch with Trullion’s Leadership
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 Podcasts or Podchaser

Subscribe
Subscribe to the AI: Accounting Intelligence podcast in your favorite podcast app!
This podcast is a production of the Earmark Media
...more
21min
April 22, 2025Braking Systems and Black Boxes: AI Ethics in Finance
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 data quality as the critical foundation for effective AI implementation while considering the unique challenges of "auditing the AI" as these technologies become embedded in financial systems.
(00:00) - Welcome to AI: Accounting Intelligence
(00:37) - Richard Jackson's Career Journey
(03:18) - AI and Ethics in Accounting
(07:25) - The Future of Audit and Assurance
(12:16) - Implementing AI in Organizations and Ethics
(17:13) - Challenges and Risks of AI Adoption
(21:54) - The Benefits of Being Close to Silicon Valley and AI Innovation
(25:40) - The Role of AI in Financial Auditing
(28:34) - Challenges and Risks in AI Implementation
(31:52) - Regulatory and Compliance Considerations
(41:33) - The Importance of Data Quality
(43:53) - Conclusion and Final Thoughts

Connect with Richard
https://www.linkedin.com/in/richard-jackson-20441b
https://www.ey.com/en_us/people/richard-jackson
Learn more about Trullion
https://trullion.com
Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller
Get NASBA Approved CPE or IRS Approved CE
Launch the course on Earmark to get free CPE/CE for listening to this episode.
Review
Leave a review on Apple Podcasts or Podchaser

Subscribe
Subscribe to the AI: Accounting Intelligence podcast in your favorite podcast app!
This podcast is a production of the Earmark Media
...more
45min
April 08, 2025Cybersecurity in Finance: Understanding Third-Party Risk Management
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 conversation explores both internal cybersecurity protocols and external advisory opportunities, offering finance professionals a roadmap for navigating an increasingly complex security landscape.
(00:00) - Welcome to Accounting Intelligence
(00:46) - Guest Introduction: Demi's Background
(02:26) - Founding Panoways and Cybersecurity Risk Management
(04:03) - Importance of Third-Party Relationships
(05:32) - Financial Audits and Cybersecurity
(08:41) - Cyber Selfies and Social Media Presence
(11:15) - Internal Cybersecurity Concerns for Finance Professionals
(12:35) - Data Privacy Regulations in the US and Europe
(13:44) - Supply Chain and Third-Party Risk Management
(23:06) - AI in Cybersecurity Audits
(28:46) - Cost-Saving Practices in Cybersecurity
(29:27) - Risks of Shared Accounts
(31:18) - The Role of AI in Financial Reporting
(32:09) - Human vs. Software in Compliance
(36:32) - Continuous Monitoring and Risk Management
(38:01) - Building Cybersecurity Practices in Firms
(40:19) - Implementing Third-Party Risk Management
(51:19) - Future of AI in Risk Assessment
(52:57) - Final Thoughts and Takeaways

Learn more about Panoways
https://panorays.com/
Connect with Demi
https://il.linkedin.com/in/demibenari
Learn more about Trullion
https://trullion.com
Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller
Get NASBA Approved CPE or IRS Approved CE
Launch the course on Earmark to get free CPE/CE for listening to this episode.
Review
Leave a review on Apple Podcasts or Podchaser

Subscribe
Subscribe to the AI: Accounting Intelligence podcast in your favorite podcast app!
This podcast is a production of the Earmark Media
...more
56min

FAQs about AI: Accounting Intelligence:

How many episodes does AI: Accounting Intelligence have?

The podcast currently has 25 episodes available.

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