AI: Accounting Intelligence

Isaac Heller
  • 4.4 (5)
  • BUSINESS
  • UPDATED MONTHLY

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 accountants work more efficiently. You’ll also learn how accountants can embrace innovations to improve their careers and lives and get forward-thinking perspectives on where the accounting profession is headed when it comes to new technologies and AI!

  1. 11/10/2025 · BONUS

    A 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 Speakershttps://www.linkedin.com/in/artie-minsonhttps://www.linkedin.com/in/dantedegidiohttps://www.linkedin.com/in/mark-maurer-61664016Learn more about Trullion https://trullion.comGet NASBA Approved CPE or IRS Approved CELaunch the course on Earmark to get free CPE/CE for listening to this episode.ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the AI: Accounting Intelligence podcast in your favorite podcast app! This podcast is a production of the Earmark Media

    43 min

  2. 11/10/2025 · BONUS

    AI 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 Speakershttps://www.linkedin.com/in/isaachellerhttps://www.linkedin.com/in/ryangodbeyhttps://www.linkedin.com/in/coxtreyhttps://www.linkedin.com/in/casey-atwater-cpa-and-cisa-69131b10Learn more about Trullion https://trullion.comGet NASBA Approved CPE or IRS Approved CELaunch the course on Earmark to get free CPE/CE for listening to this episode.ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the AI: Accounting Intelligence podcast in your favorite podcast app! This podcast is a production of the Earmark Media

    26 min

  3. 09/30/2025

    The 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 Koganhttps://uk.linkedin.com/in/inna-k-759b5073Learn more about Trullionhttps://trullion.comConnect with Isaac Hellerhttps://www.linkedin.com/in/isaacheller Get NASBA Approved CPE or IRS Approved CELaunch the course on Earmark to get free CPE/CE for listening to this episode. ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the AI: Accounting Intelligence podcast in your favorite podcast app! This podcast is a production of the Earmark Media

    45 min

  4. 08/26/2025 · BONUS

    The 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/karagarfiConnect with David Goode https://uk.linkedin.com/in/david-goode-2b064684Connect with Scott Singerman https://www.linkedin.com/in/scottsingerman

    1 hr

  5. 07/29/2025

    Why 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 Manalachttps://www.linkedin.com/in/mikemanalachttps://www.mikefromaccounting.com/Learn more about Trullionhttps://trullion.comConnect with Isaac Hellerhttps://www.linkedin.com/in/isaacheller Get NASBA Approved CPE or IRS Approved CELaunch the course on Earmark to get free CPE/CE for listening to this episode. ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the AI: Accounting Intelligence podcast in your favorite podcast app! This podcast is a production of the Earmark Media

    53 min

  6. 07/01/2025

    The 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 Edwinehttps://www.thebalancedsheets.com/https://www.yourstartupcpa.com/Learn more about Trullion https://trullion.comConnect with Isaac Hellerhttps://www.linkedin.com/in/isaacheller Get NASBA Approved CPE or IRS Approved CELaunch the course on Earmark to get free CPE/CE for listening to this episode. ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the AI: Accounting Intelligence podcast in your favorite podcast app! This podcast is a production of the Earmark Media

    53 min

  7. 06/03/2025

    Deterministic 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 Jasonhttps://www.linkedin.com/in/jason-kyle-berwanger Learn more about Trullionhttps://trullion.com Connect with Isaac Hellerhttps://www.linkedin.com/in/isaacheller Get NASBA Approved CPE or IRS Approved CELaunch the course on Earmark to get free CPE/CE for listening to this episode. ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the AI: Accounting Intelligence podcast in your favorite podcast app! This podcast is a production of Earmark Media

    53 min

  8. 05/13/2025 · BONUS

    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 Trullionhttps://trullion.com Connect with Isaac Hellerhttps://www.linkedin.com/in/isaacheller ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the AI: Accounting Intelligence podcast in your favorite podcast app! This podcast is a production of the Earmark Media

    20 min
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Ratings & Reviews

4.4
out of 5
5 Ratings

About

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 accountants work more efficiently. You’ll also learn how accountants can embrace innovations to improve their careers and lives and get forward-thinking perspectives on where the accounting profession is headed when it comes to new technologies and AI!

Information

  • Creator
    Isaac Heller
  • Years Active
    2023 - 2025
  • Episodes
    25
  • Rating
    Clean
  • Copyright
    © 2024 Earmark Media LLC
  • Show Website
    AI: Accounting Intelligence