Reconciling ending balances is still the most painful part of month-end. Most of it happens outside the ERP, in spreadsheets matching brokerage statements, donation exports, payroll registers and POS batches back to the books. Then your auditor asks how you got to that number, and the answer lives in someone's spreadsheet.
In this session, Alex Lee, co-founder and CEO of Truewind, shares what finance teams at family offices, nonprofits and retailers are handing to AI agents at month-end. Your team reviews the exceptions. The agents handle the rest.
What you’ll take away:
- Where your close time really goes, and which accounts are ready to hand to AI agents today
- How to set up review so your team only works the exceptions
- What an audit-ready workpaper looks like, and how flux analysis flags anomalies before your auditor does
- A reconciliation workpaper prompt template to use in your next close
Why attend
- "Reconciliations eat most of our close." Find out which ones agents can take on, so your team only deals with what doesn't match.
- "We can't hire our way out of this." Learn which close work agents can pick up so a lean team keeps pace.
- "We're not migrating our ERP to get AI." You don't have to. Sage Intacct or QuickBooks Online stays your source of truth.
- "Our auditor asks how we got the number." Learn what a documented, repeatable workpaper looks like.
Who should attend
CFOs, Controllers, Finance Directors and accounting leaders who want a faster, more reliable month-end close.
Your speakers:
Alex Lee Co-founder and CEO, Truewind
Truewind builds AI agents that reconcile ending balances and works with 100+ accounting teams and firms, including EisnerAmper and Frank Rimerman. Before founding it, Alex was a venture capital investor and an engineer on Boeing's 777X program, and he holds an MBA from Columbia Business School.
Don't want to start 2027 with the same spreadsheets?
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