AI vs Automation: Automating for AI Readiness, Practical Strategies for Revenue and Close Efficiency

Everyone’s gaga over AI, but how should your team implement it? To get the right answer, you need to understand what problem you’re trying to solve. On August 20th at 2 pm EST, we’ll show you why.

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Join Em Daigle (Founder and CEO of OTTO-Mates), Isaac Heller (Founder and CEO of Trullion), and Jason Berwanger (Founder and CEO of HubiFi) for a thoughtful debate about the role of AI vs. automation in modern accounting and when it’s best to leverage either.

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Gain insight on how accounting and finance can get accurate, compliant revenue numbers that match up with AI and automation.

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What you can expect from the webinar:

How finance and accounting teams should think about the company hierarchy of data needs from operational to compliance to financial in the age of AI and automation.

The difference between probabilistic and deterministic outcomes and when you should leverage AI, automation, both, or neither.

How accounting can position itself to be a strategic lever and increase efficiency through focusing on operational data.

Speakers:

Em Daigle

CEO and Founder at OTTO-Mates

Isaac Heller

CEO and Founder at Trullion

Jason Berwanger

CEO and Founder at HubiFi

Speakers

An accomplished two-time entrepreneur, polyglot in finance, data & tech with 15 years of expertise. Builder, practitioner, leader—pioneering multiple ERP implementations and data solutions.

Catalyst behind a 6% gross margin improvement with a sub-90-day IPO at Root insurance, powered by his vision & platform. Having held virtually every role from accountant to finance systems to finance exec, he brings a rare and noteworthy perspective in rethinking the finance tooling landscape.

Jonathan Ashton is a seasoned finance and accounting professional, currently serving as Revenue Accounting Manager at Healthie, an all-in-one practice management platform and EHR provider. In this role, he oversees the full revenue recognition lifecycle—configuring subledger policies, ensuring ASC 606 compliance, and automating the reconciliation of high-volume Stripe transactions into the general ledger.

Jon earned his bachelor’s degree in accounting from Drexel University.

Sarah Honeycutt has over 20 years of experience in accounting and finance. She is a seasoned professional who leds the accounting function at 6sense, a rapidly growing SaaS company.

As Vice President of Accounting, she oversaw the full cycle of accounting and financial reporting—ensuring compliance, accuracy, and timeliness—while also providing strategic guidance grounded in deep analytical expertise and industry knowledge.

Peggy Wang is the Head of Finance at Vitally, where she leads the finance organization in building comprehensive dashboards and reporting frameworks that bring real-time visibility to key metrics—including Annual Recurring Revenue (ARR), Gross & Net Revenue Retention, and Churn & Risk—empowering cross-functional teams to make data-driven decision.

Peggy holds a degree from the University of Texas at Austin’s Red McCombs School of Business, and has cultivated a deep expertise in financial forecasting, planning, and analytics.

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