AI: Accounting Intelligence

AI, Automation, and Otto-Mates

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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 Four firm might lead the AI revolution. Their conversation covers the evolution of accounting technology, the integrity of the profession, and advice for aspiring accountants to embrace technological change in what Em calls "the most exciting time to be an accountant.

  • (00:00) - Introduction and Guest Welcome
  • (02:11) - Em's Background and Career Journey
  • (04:50) - The Evolution of Accounting Technology
  • (06:07) - Transition to Technology and Entrepreneurship
  • (08:45) - AI and Its Impact on Accounting
  • (10:35) - Challenges and Opportunities in Accounting
  • (16:42) - Otto-Mates: The Matchmaking Service
  • (21:45) - Continuous Close and Software Solutions
  • (23:45) - The Future of Matchmaking in Software
  • (24:38) - The Right Solution for the Right Problem
  • (26:45) - Maintaining Independence and Integrity
  • (28:28) - The Role of AI in Accounting and Auditing
  • (29:31) - Challenges in Auditing with AI
  • (36:02) - Challenges and Opportunities in AI Adoption
  • (38:50) - Adoption of AI by Big Four Firms
  • (45:14) - Advice for Aspiring Accountants
  • (47:20) - Conclusion and Final Thoughts

    • Learn more about Otto-Mates
    https://www.otto-mates.com/about-6-1

    Connect with Em
    https://www.linkedin.com/in/emdaigle

    Learn more about Trullion
    https://trullion.com

    Connect with Isaac Heller
    https://www.linkedin.com/in/isaacheller

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    AI: Accounting IntelligenceBy Isaac Heller
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