Alex Lee

CEO

Truewind

Alex is the co-founder and CEO at Truewind, a venture-backed technology startup building AI-powered Accounting. Trusted by 100+ fast growing businesses and accounting firms, including EisnerAmper and Frank Rimerman, Truewind raised $17 million from Thomson Reuters Ventures, Rho Capital, and Y Combinator.

Previously, Alex was a venture capital investor at Alliance Ventures and Schematic Ventures, where he invested in early stage startups and provided finance support to the portfolio companies. An engineer by trade, Alex was an engineer at Boeing where he helped design the 777X aircraft.

Alex received his MBA from Columbia University and BS in aerospace engineering from USC. He is an avid skier, loves basketball, reading, and the outdoors.

Featured Sessions

Wednesday, May 21, 2025

12:25 pm

Practical AI for Accountants: A Discussion of How AI Can Be Used for Accounting Professionals

Explore the potential of AI in accounting with real tangible and practical applications tailored to today’s accounting professionals. You will hear from a CAS practitioner and AI experts to demystify AI technologies. The goal is to show how AI can streamline accounting operations, unlock new levels of efficiency, and gain financial insights to stay competitive and deliver greater value to clients.

What you’ll learn:

Understand the foundational concepts of AI and how they apply to everyday accounting tasks like bookkeeping, reconciliations, and reporting.
Learn specific examples of AI tools that can automate routine processes, identify anomalies, and improve data accuracy in accounting workflows.
Gain a framework for evaluating AI solutions and implementing them effectively to enhance client service and operational efficiency.