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 r...
Jul 01, 2025•53 min•Ep. 15
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,...
Jun 03, 2025•53 min•Ep. 14
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 podc...
May 13, 2025•20 min
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 ch...
Apr 22, 2025•44 min•Ep. 13
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 f...
Apr 08, 2025•55 min•Ep. 12
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 technol...
Mar 11, 2025•48 min•Ep. 11
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 valuable insights on how aspiring accountants and CFOs can prepare for a future where they'll spend less ...
Feb 25, 2025•1 hr 5 min•Ep. 10
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 lease portfolio or looking to optimize your accounting processes, this episode offers valuable insights ...
Jan 28, 2025•47 min
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.linkedin.com/in/benchacko Lisa Kaestle https://www.linkedin.com/in/lisa-kaestle-a2b17b217 Jordan Sklar ht...
Jan 14, 2025•52 min
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 conversation explores the challenges of building an AI company in the financial sector, the impact of socia...
Dec 03, 2024•48 min•Ep. 9
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 extraction from contracts, risk scoring, and the potential for AI to enhance pre-signature contract revi...
Oct 22, 2024•45 min•Ep. 8
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 solutions can work together to automate traditionally manual audit processes, offering a glimpse into the ...
Oct 08, 2024•1 hr 2 min
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 streamline the adoption process, offering insights on data extraction, contract analysis, and ongoing comp...
Sep 24, 2024•59 min
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 understanding both numbers and market needs in entrepreneurship. (00:00) - Welcome to AI: Accounting Intell...
Sep 10, 2024•54 min•Ep. 7
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 accounting workforce and reshape the competitive landscape for both startups and established firms. (0...
Aug 27, 2024•58 min•Ep. 6
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 alongside technological advancements. (00:00) - Introduction and Guest Welcome (00:39) - Artie Minson's Ca...
Aug 13, 2024•23 min•Ep. 5
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 why finance teams are poised to become AI champions within their organizations and offers practical a...
Jul 30, 2024•53 min•Ep. 4
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 perspective on leadership, the role of accounting firms, and the impact of emerging technologies like AI ...
Jul 16, 2024•46 min•Ep. 3
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 when balancing aspirational goals with financial realities and the significance of tracking the rig...
Jul 02, 2024•54 min•Ep. 2
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 and creating opportunities for forward-thinking professionals. Jody and Isaac discuss strategies for a...
Jun 18, 2024•39 min•Ep. 1
