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

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

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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

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Subscribe to the AI: Accounting Intelligence podcast in your favorite podcast app!

This podcast is a production of the Earmark Media

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

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