Truewind Collabs with JPMorgan Chase and Attivo Partners

A few days ago, we teamed up with JPMorgan Chase and Attivo Partners for a webinar. Our CEO, Alex Lee, spoke about the impact of AI on accounting. He shared use cases, benefits, and explained why the human side of accounting will always matter—no matter how good the tech gets. Here’s a recap of the key takeaways:

1. AI in Action

Alex kicked things off with a live demo in ChatGPT, and showed how firms are using AI to make their day-to-day more efficient. He walked through several examples, including:  

• Classifying bank transactions

• Matching supporting documents for audits and reconciliations

• Running flux analysis to catch unexpected changes

Tools like this are helping teams move faster, improve consistency, and reduce errors—without needing to overhaul their existing workflows.

2. AI Isn’t a Magic Button

AI works best when we treat it like a teammate, not a vending machine. Instead of expecting a perfect answer on the first try, go back and forth with the AI—ask follow-up questions, refine the output, and guide it toward a better result. Alex also noted that different models work better for certain tasks, and so picking the right one really matters.

3. It's About More Than Speed

Yes, AI saves time. But just as importantly, it changes what accountants actually work on. By offloading repetitive tasks, firms have additional room to focus on projects that really move the needle: strategic planning, client advisory, and relationship-building. In other words, it’s not just about doing more—it’s about doing more of what matters.

4. Operator Is Just the Start

Alex also demoed Operator. It’s an agent inside ChatGPT that can do everything from making dinner reservations to logging into QuickBooks and performing tasks on your behalf. Right now, tools like Operator still have many limitations—but they’re improving quickly. The bottom line: we’re only scratching the surface of what AI can do. As the tech evolves, it’ll unlock entirely new ways for accountants to work.

5. AI Can’t Replace the Human Side

One of Alex’s final messages: clients want to work with you, not a chatbot. Even as AI gets better at handling routine tasks, the most important parts of accounting—trust, judgement and relationships—will always require people. Tech is a way to enhance and support our work, not replace the value we bring.  

Looking Ahead

The Q&A sparked several discussions, including:

• How secure is your data when using tools like ChatGPT?

• Can firms build their own GPT models? (Yes—and Alex might lead a future session showing exactly how)

• How does AI impact CFO services?

A lot is changing in accounting, and it can definitely feel overwhelming. But the firms leaning in now, experimenting often, and staying curious are already ahead of the curve. From our perspective, they’re not just keeping up—they’re shaping where the entire industry goes next.

Interested in learning more about Truewind and our AI-powered solutions? Chat with our team to get started.