In this episode, Sasha Orloff and Alex Lee, Co-founder & CEO of Truewind, to discuss how his company is transforming accounting with AI-powered automation—streamlining tasks like data reconciliation and deposit matching from hours to minutes. They explore Truewind’s journey, recent funding led by Thomson Reuters and Row Capital, and the future of accounting through AI, autonomous agents, and customer-centric innovation.

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SPONSORS:

Notion

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Puzzle

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RECOMMENDED IN THIS EPISODE:

https://www.linkedin.com/in/alexlee611/

https://www.truewind.ai/

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X/SOCIAL:

@AlexLee611 (Alex)

@truewindai (Truewind)

@sashaorloff (Sasha)

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TIMESTAMPS:

(00:00) Preview

(00:28) Intro

(01:07) Guest Introduction: Alex Lee from Truewind

(02:27) Origin of Truewind

(06:18) Impact of AI on accounting

(08:24) Adoption of AI in accounting

(09:59) Future of finance and accounting teams

(12:09) Truewind's approach and strategy

(15:13) Role of automation in accounting

(17:12) Sponsors: Notion | Puzzle

(18:49) Digital staff accountant concept

(19:53) Exploring AI features in finance

(21:07) Government regulations and data sharing

(22:23) Exciting news: Fundraising success

(24:08) Customer-centric approach to product development

(24:57) Advice for founders on fundraising

(27:15) Defining success for Truewind

(35:55) Future of finance and AI integration

(37:08) Wrap