Cover Image for AI in Accounting: Workshop 102
Cover Image for AI in Accounting: Workshop 102
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AI in Accounting: Workshop 102

Zoom
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About Event

About this event

This session builds on AI in Accounting Workshop 101 with a hands-on look at building more complex AI agents for accounting work. We'll run two real-world payroll registers with wrinkles (new hires, bonuses, department transfers), then use a reconciliation agent to produce a consolidated register and a plain-English flux narrative across all three periods. You'll see how a multi-step agent handles variance analysis at a level a single-prompt tool can't.


What you'll learn

  • Apply agent-building techniques to construct a reconciliation agent that processes multiple payroll registers

  • Differentiate between single-step and multi-step agent architectures when consolidating financial data across periods

  • Analyze variances across payroll periods to determine the adjustments needed for an accurate consolidated register and flux narrative


Who should attend

Anyone curious about building AI agents and looking to apply them to real accounting workflows. This session picks up where Workshop 101 left off, so some familiarity with basic AI agent concepts is helpful. No coding experience needed.


Led by

Reagan started his career at Ernst & Young in the Assurance (Audit) practice, working with public and private clients, including Fortune 500 and non-Fortune 500 companies, across the Honolulu and San Francisco offices. He then moved to Fin as a GL and Compensation Accountant, where he owned all compensation areas for the company for a year and a half. He brings a practitioner's view of payroll and reconciliation work to how these agents are built.


Program details

  • Date: July 21, 2026

  • Time: 9:00 AM PST

  • Format: Live, Group Internet Based (Zoom)

  • CPE Credit: 1.0

  • Field of Study: Accounting

  • Program Level: Intermediate

  • Prerequisite: Completion of AI in Accounting Workshop 101, or basic familiarity with AI agent concepts

  • Advance Preparation: None

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Truewind is the AI-powered digital staff accountant that helps close your month-end process faster.
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