Automate the close before 2027: where finance teams should start

Month-end close shouldn’t mean another week of matching brokerage statements, donation exports, payroll registers and POS batches back to the books in spreadsheets. And then your auditor asks how you got to that number, and the answer lives in someone’s file.

Join us for a live session with Alex Lee, co-founder and CEO of Truewind, on 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. And no, you don’t need to migrate your ERP to do it. Sage Intacct or QuickBooks Online stays your source of truth.

What to expect:

• 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, not every line

• What an audit-ready workpaper looks like, and how flux analysis flags anomalies before your auditor does

• A reconciliation workpaper prompt template to take into your next close

Who should come?

CFOs, Controllers, Finance Directors and accounting leaders who want a faster, more reliable close, especially lean teams that can’t hire their way out of the workload. You don’t need to be using AI yet to get value from this one.

Your speaker:

Alex leads Truewind, which builds AI agents that reconcile ending balances for 100+ accounting teams and firms, including EisnerAmper and Frank Rimerman. Before that, he was a venture capital investor and an engineer on Boeing’s 777X program.

The details:

• Date: Tuesday, December 15

• Time: 9am PT / 12pm ET / 5pm GMT

• Location: Online

Whether you’re dreading year-end close or just curious what AI can realistically take off your plate, you’re very welcome.

Don’t want to start 2027 with the same spreadsheets? Save your seat and bring your questions