From Our CEO: Reflecting On The AICPA Executive Roundtable 2025 Blog

From September 8-10, Truewind participated in the AICPA Executive Roundtable in New York. Hosted by AICPA and CPA.com, this executive roundtable was an exclusive, invite-only event that brought together a small collection of the best and most experienced minds serving the accounting profession. Over 3 days, 70 industry executives exchanged ideas on how to better serve accountants and their clients.

AI in Action

The theme of this year’s 3-day Executive Roundtable was “AI in Action”—a continuation of last year’s hot-topic focus on artificial intelligence. Presenters were asked to share their AI roadmaps, real-world use cases, and their perspective on the #1 thing solution providers should consider as AI reshapes the accounting profession.

Truewind’s AI Innovations

At the Roundtable, Truewind introduced two new AI-powered capabilities:

• 3rd Party Merchant Reconciliation

• Flux & Vendor Analysis

Both features were designed with a simple principle in mind: accounting work isn’t disappearing—it’s evolving. Before AI, accountants translated client knowledge into endless hours of manual data wrangling in Excel. Now, with AI, accountants can teach the business context to an intelligent agent that executes close activities with precision and scale.

Smarter Reconciliations with AI

Truewind’s reconciliation agent ingests and normalizes 3rd-party merchant data from platforms like Amazon, Stripe, and Shopify. The data is reconciled against bank statements and posted directly to the general ledger. This agentic automation reduces reconciliation workloads by up to 70%, freeing accountants to focus on higher-value tasks.

Reducing Review Work with AI-Powered Flux Analysis

Few things frustrate accounting teams more than a client email that starts with, “I think this transaction might be miscategorized.” Traditionally, this forces senior accountants to manually review hundreds of journal entries. With Truewind’s AI-driven flux and vendor analysis, anomalies are automatically detected—cutting the volume of entries requiring review by 90%.

Professional Update

AICPA’s overall mission is to transform the global accounting & finance profession, and to protect public interest and power trust, opportunity, and prosperity worldwide. 

CPA.com’s mission is empowering accounting firms and finance teams for the digital age. CPA.com is the business and technology subsidiary of AICPA. 

Together, this organization brings together practitioners, technologists, regulators, and media to collectively elevate the accounting profession. 

Some of the key insights and takeaways: 

• Trust & Quality at the Core
  The profession is under scrutiny with ongoing audit reform, calls for higher transparency in business ethics, and broader occupational reform. Maintaining public trust in financial reporting remains a top priority.
  
  

• CPA Mobility & Talent Pipeline
  Efforts are underway to protect interstate CPA mobility, while also emphasizing the STEM pipeline to attract and retain the next generation of accounting professionals in a competitive talent market.
  
  

• Services Evolution
  The profession is rapidly adapting to new client needs—ranging from global tax complexities and digital assets to ESG reporting. Emerging technologies, particularly GenAI, are expected to reshape how firms deliver these services.
  
  

• Regulatory & Oversight Shifts
  With potential changes in Treasury, IRS, SEC, and PCAOB leadership, new approaches to audits—including single audits and standards for private companies—are on the horizon, alongside closer global regulatory coordination.
  
  

• Legislative Priorities for 2025
  The looming 2025 tax debate could reshape key deductions and credits (SALT/PTET, 199A, R&E, bonus depreciation, business interest). State-level battles on anti-regulation and service taxes are also in play.
  
  

• Global & Resilience Agenda
  As economies face disruption, the profession is positioning itself to guide businesses through cross-border compliance, disaster relief measures, and the evolving demands of global financial governance.

Thank you to Erik Asgeirsson, Michael Cerami, Vishal Thakkar, and the AICPA CPA.com team for the invitation to participate in this discussion. Your leadership consistently brings the latest trends to the forefront of the accounting profession, and fosters collaboration between practitioners and technologists alike. We’re grateful for the invitation to this event and for your partnership as we continue building AI solutions for accountants. .