Join Isaac Heller as he meets with leaders in the accounting technology space to discuss how AI and automation are transforming the accounting industry, how technology has evolved, and how AI can help accountants work more efficiently. You’ll also learn how accountants can embrace innovations to improve their careers and lives and get forward-thinking perspectives on where the accounting profession is headed when it comes to new technologies and AI!
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Isaac Heller Podcasts
Hear from the best high school athletes throughout New York's North Country -- a Watertown Daily Times sports podcast. Support this podcast: https://podcasters.spotify.com/pod/show/high-school-football-spotlight/support
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The Accountant Storyteller: Building Financial Narratives at High-Growth Startups
52:50
52:50
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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…
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Deterministic vs. Probabilistic: The Right Tech for Finance Problems
53:05
53:05
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53:05
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 …
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The Future of Accounting AI: Inside Trulli’s Launch with Trullion’s Leadership
20:19
20:19
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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…
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Braking Systems and Black Boxes: AI Ethics in Finance
44:20
44:20
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44:20
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 …
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Cybersecurity in Finance: Understanding Third-Party Risk Management
55:12
55:12
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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 shoul…
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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,…
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Where Risk Meets Growth: Inside SolarEdge
1:04:54
1:04:54
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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 …
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The AI Advantage: Trullion and RSM Transform Lease Accounting
46:36
46:36
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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 …
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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://…
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Kris Bennatti, CEO and co-founder of Hudson Labs, shares her journey from KPMG auditor to AI entrepreneur, including how her company accurately predicted financial risks at Supermicro. She discusses the evolving relationship between AI and accounting, arguing that while AI won't replace skilled accountants, it can dramatically improve how financial…
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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, de…
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Building Your Cloud-Based Audit Tech Stack
1:02:08
1:02:08
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This bonus episode explores the evolving landscape of audit technology, focusing on the shift from all-in-one solutions to integrated, best-of-breed tech stacks. Industry experts discuss the key characteristics of modern audit tools, including cloud-based architecture, open APIs, and a commitment to continuous innovation. The conversation culminate…
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Accelerating FRS 102: Leveraging AI & Accounting Advisory to Streamline Compliance
59:17
59:17
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This bonus episode explores the upcoming changes to FRS 102 and how companies can prepare for the 2026 deadline. Isaac and Ian Greenwood, Partner in Accounting Advisory at KPMG discuss the major updates to lease accounting and revenue recognition, highlighting potential challenges and practical solutions. The conversation delves into how artificial…
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Guzel Lumpkin shares her remarkable journey from a small Russian village to becoming a CPA, CFO, and now CEO of EVLUV, an electric vehicle charging startup. From her early days as a CPA at Deloitte to navigating IPOs for tech giants, Guzel shares valuable lessons on leveraging financial acumen in the startup world. Her current venture into the EV c…
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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 o…
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Balancing AI and Human Insight in Modern Finance
22:46
22:46
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Artie Minson, President and CEO of LeafLink, shares his journey from public auditor to C-suite executive in this insightful discussion. He offers valuable perspectives on the enduring importance of accounting and auditing in an increasingly complex business landscape. Minson also explores the potential impact of AI on the finance profession, emphas…
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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 stra…
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In this episode, Larry Quinlan, former Global CIO of Deloitte and current Fortune 500 board member, shares his journey from a small Caribbean island to the upper echelons of corporate leadership. Larry discusses the importance of mentorship, the power of effective communication, and how to navigate career transitions in the fast-paced world of tech…
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Founders, Investors, and the Financial Tightrope
53:35
53:35
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53:35
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…
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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 tech…
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S1 E8 -- With few players returning from last season, the Thousand Islands boys basketball team turned to sophomore Joey Melfi to lead the unexperienced squad. As a result, Melfi is averaging 26 points per game and has turned into one of most effective players in the Frontier League. Joey and I discuss his new role on the 2018-19 Vikings and how hi…
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Jackie Piddock -- South Jefferson point guard
20:33
20:33
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S1 E7 -- Only a freshman, Jackie Piddock has established herself as one of the best girls basketball players in the Frontier League and in Section 3. The South Jefferson point guard has her team in first place in the Frontier League B Division and poised to make another deep run into the playoffs. (Music: "Marching Band Live!" by Steve Combs)--- Su…
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Tanner Colvard -- Indian River defensive end
17:36
17:36
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S1E6 -- Indian River defensive end Tanner Colvard breaks down how the technique and skill that goes into being an effective defensive end. While his 6-foot-2, 220 pound frame help him immensely, he's had to constantly put in work to become a top d-lineman on a 9-0 Indian River team.--- Support this podcast: https://podcasters.spotify.com/pod/show/h…
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S1E5 -- As the lead running back of the undefeated Lowville Red Raiders, Isaac Lyndaker is averaging 8.4 yards per carry in his junior season. Lyndaker and I discuss how he became an every down back and we preview the Red Raiders' upcoming game with General Brown.--- Support this podcast: https://podcasters.spotify.com/pod/show/high-school-football…
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Varsity Spotlight S1 E4: Quarterbacking one of Section 3's most dominant offenses has been Jake Heller. In his first year as a starter at the position, Heller has thrown for 497 passing yards and eight touchdowns in four games. Combine that with his 333 rushing yards and four rushing touchdowns and it's easy to see how great of a season he is havin…
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Varsity Spotlight S1 E3: LaFargeville striker, Kamryn Barnes, leads one of the most dominant girls soccer teams in the Frontier League. Through six games the junior already has 15 goals and seven assists, and has established herself as one of the best players in the league. We discussed her competitive nature, her dedication to getting better and h…
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Colin Noftsier -- Beaver River running back
16:17
16:17
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Varsity Spotlight S1 E2: Coming off a game where he ran for 150 yards and two touchdowns, Beaver River running back Colin Noftsier explains how he can build off of his performance ahead of week two's game against Sandy Creek. Noftsier also explains how the football culture in the community has help lead to one of Beaver River's largest rosters. ---…
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Kwazsi Gaddis -- Indian River running back
16:25
16:25
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Varsity Spotlight S1 E1: Indian River running back Kwazsi Gaddis discusses his offseason workouts and his life around football. --- Support this podcast: https://podcasters.spotify.com/pod/show/high-school-football-spotlight/support
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