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/karagarfi
Connect with David Goode https://uk.linkedin.com/in/david-goode-2b064684
Connect with Scott Singerman https://www.linkedin.com/in/scottsingerman

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 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.

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This podcast is a production of the Earmark Media

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 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

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

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

This podcast is a production of the Earmark Media

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 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

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
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

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
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