AI: Accounting Intelligence
Isaac Heller
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Top 10 AI: Accounting Intelligence Episodes
Goodpods has curated a list of the 10 best AI: Accounting Intelligence episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to AI: Accounting Intelligence for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite AI: Accounting Intelligence episode by adding your comments to the episode page.
The Future CFO: AI, Coding and Beyond
AI: Accounting Intelligence
07/30/24 • 53 min
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 advice for upskilling in this rapidly evolving field.
- (00:00) - Introduction and Guest Welcome
- (00:57) - Nic Boucher's Background and Career Journey
- (05:01) - Building a Community of Finance Influencers
- (07:03) - AI in Finance: Tools and Trends
- (10:57) - The Future of AI in Finance
- (17:10) - Thoughts on Early Scale Venture Model for AI Tools
- (24:40) - The Space for Smaller AI Companies in the Market
- (29:36) - Roadmaps for Different Sized Companies Using AI
- (39:21) - The Importance of Python in Finance
- (46:45) - Upskilling and Mastering AI in Finance
- (51:06) - Conclusion and What's Next for Nic
Learn more about Trullion
Connect with Nicolas Boucher
https://nicolasboucher.online/
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
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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
The full transcript for this episode is available by clicking on the Transcript tab at the top of this page
Braking Systems and Black Boxes: AI Ethics in Finance
AI: Accounting Intelligence
04/22/25 • 44 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 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
Connect with Richard
https://www.linkedin.com/in/richard-jackson-20441b
https://www.ey.com/en_us/people/richard-jackson
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
Deterministic vs. Probabilistic: The Right Tech for Finance Problems
AI: Accounting Intelligence
06/03/25 • 53 min
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 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
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
Pioneering AI in Law and Accounting
AI: Accounting Intelligence
10/22/24 • 45 min
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 review processes. Noah also offers his perspective on the build vs. buy decision for AI tools in professional services firms.
- (00:00) - Introduction and Guest Welcome
- (00:45) - Noah Waisberg's Journey from Lawyer to AI Entrepreneur
- (01:57) - Challenges and Successes in Building AI for Contract Review
- (05:04) - Intersection of Legal and Accounting AI
- (07:04) - Deep Dive into Contract Review Processes
- (11:01) - Evolution of AI in Legal and Accounting Tech
- (16:06) - Early Days of AI Contract Tech Industry
- (18:57) - Teaching AI to Understand Contracts
- (24:21) - Leveraging Open Source LLMs
- (25:59) - Co mbining Old and New AI Technologies
- (30:59) - The Importance of User Interface in AI
- (34:16) - Build vs. Buy: AI Solutions for Companies
- (40:24) - Exciting AI Applications in Legal and Accounting
- (44:19) - Conclusion and Future Prospects
Learn more about Trullion
https://trullion.com
Learn more about Zuva
Connect with Noah Waisberg
Buy Noah's Books
https://www.amazon.com/stores/author/B08QNG8B13
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
The full transcript for this episode is available by clicking on the Transcript tab at the top of this page
Accounting in the AI Era
AI: Accounting Intelligence
06/18/24 • 38 min
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 accountants to adapt, upskill and position themselves for success in an increasingly AI-driven landscape.
- (00:00) - Introduction to Accounting Intelligence Podcast
- (00:28) - Jody Padar: The Radical CPA
- (00:46) - The Love for Accountants and CPAs
- (02:38) - Becoming an Accounting Influencer
- (06:17) - The Importance of Consistency and Listening in Social Media
- (09:32) - AI in Accounting: Pre and Post Pandemic
- (16:22) - The Evolving Landscape of Accounting Firms
- (20:22) - The Acceleration of Automation in Accounting
- (21:12) - Private Equity's Role in Modernizing Accounting Firms
- (23:01) - Economic Implications of AI in Accounting
- (24:11) - Revolutionizing Cost Structures with Technology
- (27:57) - The Tech Backlash and AI's Future Impact
- (29:24) - Adapting to Technological Changes in Accounting
- (31:31) - Embracing Change and Future-Proofing Careers
- (34:23) - Engaging with Resistant Professionals
- (34:37) - Advice for engaging resistant professionals
- (38:08) - Conclusion and Final Thoughts
Learn more about Trullion
Connect with Jody Padar
https://x.com/JodyPadarCPAhttps://www.linkedin.com/in/jody-padar-18a9711
Get Jody's book: Radical PricingConnect 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
The full transcript for this episode is available by clicking on the Transcript tab at the top of this page
AI, Automation, and Otto-Mates
AI: Accounting Intelligence
03/11/25 • 47 min
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
Learn more about Otto-Mates
https://www.otto-mates.com/about-6-1
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
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
AI Hype vs. Reality
AI: Accounting Intelligence
08/27/24 • 57 min
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.
- (00:00) - Welcome to AI Accounting Intelligence
- (00:38) - AI and Accounting: The Hype and Reality
- (02:18) - Analyzing VC Perspectives
- (04:10) - The Death of the Big Four?
- (05:40) - Emergence's Matrix and Automation Potential
- (13:30) - AI's Role in Auditing
- (17:03) - Challenges and Opportunities in AI Adoption
- (25:22) - Future of AI in Accounting
- (29:52) - The Role of AI in Excel and Data Management
- (31:06) - Cost Constraints and Efficiency of AI
- (32:37) - Smart Query Structuring and Enterprise Search
- (36:14) - Big Four and AI Investments
- (38:21) - Challenges and Opportunities in AI Adoption
- (45:31) - The Talent Shortage
- (48:58) - Private Equity and Accounting Firm Buyouts
- (52:53) - The Future of AI in Accounting
- (57:08) - Conclusion and Final Thoughts
Learn more about Trullion
Connect with Blake Oliver
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
The full transcript for this episode is available by clicking on the Transcript tab at the top of this page
Where Risk Meets Growth: Inside SolarEdge
AI: Accounting Intelligence
02/25/25 • 64 min
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
Learn more about SolarEdge
https://www.solaredge.com/us/
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
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
Founders, Investors, and the Financial Tightrope
AI: Accounting Intelligence
07/02/24 • 53 min
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 right metrics for their business. Throughout the conversation, Alex emphasizes the need for clear communication and alignment among founders, investors, and financial professionals to ensure long-term success.
- (00:00) - Introduction and Alex's Background
- (01:30) - Alex's Journey and Experience in Venture Capital
- (04:41) - The Evolution of Alex's Venture Fund
- (06:24) - Understanding Economic Models in Business
- (10:54) - The Importance of Accurate Accounting in Early Stage Companies
- (16:31) - The Role of GAAP in Early Stage Companies
- (18:16) - Understanding Revenue Recognition and Depreciation
- (24:45) - The Challenges of Revenue Recognition in SaaS
- (27:45) - The Importance of Metrics in Business
- (28:40) - The Role of Governance in Early Stage Businesses
- (29:30) - The Importance of Audits in Business
- (32:05) - The Role of Founders in Business
- (32:54) - The Challenges of Early Stage Companies
- (38:11) - The Risks of Misleading Financials
- (46:57) - The Role of AI in Finance and Accounting
- (51:50) - Final Thoughts and Advice for Accounting Professionals
Learn more about Trullion
Connect with Alex Oppenheimer
https://il.linkedin.com/in/alex-oppenheimer
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
The full transcript for this episode is available by clicking on the Transcript tab at the top of this page
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FAQ
How many episodes does AI: Accounting Intelligence have?
AI: Accounting Intelligence currently has 20 episodes available.
What topics does AI: Accounting Intelligence cover?
The podcast is about Ai, Tax, Accounting, Podcasts, Technology, Cpa and Business.
What is the most popular episode on AI: Accounting Intelligence?
The episode title 'Thanks For Subscribing' is the most popular.
What is the average episode length on AI: Accounting Intelligence?
The average episode length on AI: Accounting Intelligence is 46 minutes.
How often are episodes of AI: Accounting Intelligence released?
Episodes of AI: Accounting Intelligence are typically released every 14 days.
When was the first episode of AI: Accounting Intelligence?
The first episode of AI: Accounting Intelligence was released on Oct 2, 2023.
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