AI in Accounting: Time to Start the Right Way

​You have probably read more about AI in the last six months than in the previous six years. Somewhere underneath all of it sits a quieter question: what do we actually do first?

​What we will cover

• ​How to check what an AI tool does with your data before any financial information goes near it

• ​What to ask your IT and security team before connecting anything to your systems

• ​How to map a recurring process and find the one place worth testing first

• ​How to use AI as a review layer while your team keeps the judgment

• ​A prompt framework built for financial review work, so the output comes back worth reading

• ​What a realistic 90 days looks like, from first test to a workflow worth repeating

​Who this is for

​Controllers, finance leaders, and founders who keep hearing that AI belongs in the finance function and want a practical first step rather than another framework.

​Speakers

​Alex Lee, Co-Founder & CEO at Truewind. Truewind works with scaling finance teams to deploy AI agents that run against live client data every month, automating month end close and reporting. He’s covering how AI performs as an execution layer over GL data and messy financial documents, and the DNA we’ve seen in finance teams that successfully deploy AI.

​Matt DeWald, Partner and Strategic Operations at Lavoie CPA, PLLC. Matt works at the seam between finance operations and technology, and is building agentic AI into the firm's own finance work.