"Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech
Puzzle, Turpentine
58 episodes
1 week ago
On Tech Finance, host Sasha Orloff brings you inside the office of the CFO - covering major tech finance news including funding announcements, deals, product launches, and emerging players shaping B2B fintech. We break down the week's biggest developments in finance tech and accounting, and explore how finance leaders are putting AI to work.
Tech Finance is brought to you by Puzzle, the modern accounting platform with an AI-first ledger, built for speed, automation, and real time decision making. Learn more: puzzle.io
Tech Finance is part of the Turpentine podcast network. Learn more: turpentine.co
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with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
On Tech Finance, host Sasha Orloff brings you inside the office of the CFO - covering major tech finance news including funding announcements, deals, product launches, and emerging players shaping B2B fintech. We break down the week's biggest developments in finance tech and accounting, and explore how finance leaders are putting AI to work.
Tech Finance is brought to you by Puzzle, the modern accounting platform with an AI-first ledger, built for speed, automation, and real time decision making. Learn more: puzzle.io
Tech Finance is part of the Turpentine podcast network. Learn more: turpentine.co
E53: How AI Agents are Replacing Manual Accounting Work with Truewind CEO Alex Lee
"Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech
37 minutes
3 months ago
E53: How AI Agents are Replacing Manual Accounting Work with Truewind CEO Alex Lee
In this episode, Sasha Orloff and Alex Lee, Co-founder & CEO of Truewind, to discuss how his company is transforming accounting with AI-powered automation—streamlining tasks like data reconciliation and deposit matching from hours to minutes. They explore Truewind’s journey, recent funding led by Thomson Reuters and Row Capital, and the future of accounting through AI, autonomous agents, and customer-centric innovation.
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SPONSORS:
Notion
Boost your startup with Notion—the ultimate connected workspace trusted by thousands worldwide! From engineering specs to onboarding and fundraising, Notion keeps your team organized and efficient. For a limited time, get 6 months of Notion AI FREE to supercharge your workflow. Claim your offer now at https://notion.com/startups/puzzle
Puzzle
📈 No more waiting for month's end. No more manual reconciliations, just financials that keep up with you. Puzzle is leading a new movement with an AI first ledger, built for speed, automation, and real time decision making. Join today at https://puzzle.io/
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RECOMMENDED IN THIS EPISODE:
https://www.linkedin.com/in/alexlee611/
https://www.truewind.ai/
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X/SOCIAL:
@AlexLee611 (Alex)
@truewindai (Truewind)
@sashaorloff (Sasha)
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TIMESTAMPS:
(00:00) Preview
(00:28) Intro
(01:07) Guest Introduction: Alex Lee from Truewind
(02:27) Origin of Truewind
(06:18) Impact of AI on accounting
(08:24) Adoption of AI in accounting
(09:59) Future of finance and accounting teams
(12:09) Truewind's approach and strategy
(15:13) Role of automation in accounting
(17:12) Sponsors: Notion | Puzzle
(18:49) Digital staff accountant concept
(19:53) Exploring AI features in finance
(21:07) Government regulations and data sharing
(22:23) Exciting news: Fundraising success
(24:08) Customer-centric approach to product development
(24:57) Advice for founders on fundraising
(27:15) Defining success for Truewind
(35:55) Future of finance and AI integration
(37:08) Wrap
"Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech
On Tech Finance, host Sasha Orloff brings you inside the office of the CFO - covering major tech finance news including funding announcements, deals, product launches, and emerging players shaping B2B fintech. We break down the week's biggest developments in finance tech and accounting, and explore how finance leaders are putting AI to work.
Tech Finance is brought to you by Puzzle, the modern accounting platform with an AI-first ledger, built for speed, automation, and real time decision making. Learn more: puzzle.io
Tech Finance is part of the Turpentine podcast network. Learn more: turpentine.co