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

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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
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This podcast is a production of the Earmark Media

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 finance professionals a roadmap for navigating an increasingly complex security landscape.

• (00:00) - Welcome to Accounting Intelligence
• (00:46) - Guest Introduction: Demi's Background
• (02:26) - Founding Panoways and Cybersecurity Risk Management
• (04:03) - Importance of Third-Party Relationships
• (05:32) - Financial Audits and Cybersecurity
• (08:41) - Cyber Selfies and Social Media Presence
• (11:15) - Internal Cybersecurity Concerns for Finance Professionals
• (12:35) - Data Privacy Regulations in the US and Europe
• (13:44) - Supply Chain and Third-Party Risk Management
• (23:06) - AI in Cybersecurity Audits
• (28:46) - Cost-Saving Practices in Cybersecurity
• (29:27) - Risks of Shared Accounts
• (31:18) - The Role of AI in Financial Reporting
• (32:09) - Human vs. Software in Compliance
• (36:32) - Continuous Monitoring and Risk Management
• (38:01) - Building Cybersecurity Practices in Firms
• (40:19) - Implementing Third-Party Risk Management
• (51:19) - Future of AI in Risk Assessment
• (52:57) - Final Thoughts and Takeaways

Connect with Demi
https://il.linkedin.com/in/demibenari

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
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This podcast is a production of the Earmark Media

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

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

Get NASBA Approved CPE or IRS Approved CE
Launch the course on Earmark to get free CPE/CE for listening to this episode.

Review
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This podcast is a production of the Earmark Media

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 time recording data and more time analyzing it to make critical business decisions.

• (00:00) - Introduction and Guest Welcome
• (00:57) - Early Life and Career Aspirations
• (03:28) - Challenges and Lessons from Growing Up in Netanya
• (06:43) - Generational Differences in Challenges
• (09:48) - The Role and Importance of a CPA
• (11:02) - Transitioning from CPA to CFO
• (18:47) - The CFO's Role in Managing Risks
• (23:05) - Challenging Your CEO
• (31:15) - Decision-Making and the Importance of Process
• (34:42) - Navigating Career Paths in Finance
• (35:48) - The Role and Responsibilities of a Board Member
• (41:33) - The Evolution of AI in Finance
• (46:34) - Challenges and Opportunities in AI Adoption
• (55:04) - Future of Accounting and Finance Teams
• (01:02:49) - Advice for Aspiring Financial Executives
• (01:04:35) - Conclusion and Final Thoughts

Connect with Ronen
https://il.linkedin.com/in/ronen-faier-328501

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
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This podcast is a production of the Earmark Media

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 into combining expert services with innovative technology.

Watch the Webinar
https://trullion.com/webinars/ai-advantage-lease-accounting/

Learn more about Trullion
https://trullion.com

Learn more about RSM
https://rsmus.com/

Scott Singerman
https://www.linkedin.com/in/scottsingerman
Katie Ellington
https://www.linkedin.com/in/katherine-ellington-4b5201169
Amanda Davis
https://www.linkedin.com/in/amanda-davis-50566559
Amanda Nessel
https://www.linkedin.com/in/amanda-nessel

Review
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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

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
https://www.linkedin.com/in/jordan-sklar-a82996b0
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