Beyond the Ledger: Crafting a Human-like AI Accounting Assistant

Welcome to the 12th virtual event of the “Gen AI in FinTech & EdTech” meetup in 2025: “Beyond the Ledger: Crafting a Human-like AI Accounting Assistant”.

Gen AI in FinTech & EdTech is dedicated to discussing and sharing the latest trends, best practices, use cases, and regulatory considerations for Gen AI applications in FinTech and EdTech industries in Australia and globally.

Event Description:

This session dives into the art and science of building a personalized, human-like AI accounting assistant using Large Language Models (LLMs). We will move beyond basic automation to explore how to create an AI partner that truly understands the nuances of your business. This is a product-focused guide for anyone looking to leverage GenAI in serious, high-stakes environments.

Learning outcomes:

• The Three Layers of Understanding: A practical framework for teaching an AI to comprehend not just text, but also business context, professional roles, and human intent.
• Balancing Creativity and Control: Strategies for leveraging the powerful generative capabilities of LLMs in a formal, regulated field like accounting, ensuring both innovation and reliability.
• The Personalization Playbook: How to move from a generic LLM to a bespoke assistant that learns a company's unique financial landscape, workflows, and communication styles.

Featured Speakers:

Shawn Yang (guest speaker)

Shawn is a serial entrepreneur and seasoned product leader with over 12 years of experience at the intersection of technology and business strategy. His career has spanned management consulting, multiple startup ventures, and leading large-scale digital transformation at Ping An Insurance. Guided by a core product philosophy of focus, simplicity, and innovation, Shawn excels at translating complex business challenges into elegant and user-centric technology solutions. With an undergraduate degree from China and research experience in Australia, he brings a unique global perspective to building AI products that are not only intelligent but also deeply human-centered.

Kurt Yang (host)

Kurt is an experienced product leader, passionate about leveraging innovative digital technologies and lean product management methodology to help organisations and customers solve their problems effectively. Over the years, Kurt accumulated solid product management experience from companies like CBA, VMware, and Cashrewards.

Kurt also provides lean product management consulting to startups and product coaching to individuals through kurtyang.com, as well as AI consulting for SME organisations through PlusAI Solutions.

Agenda:

• Introduction
• Presentation
• Learnings and tips sharing
• Q&A

Where: Virtual (Google Meet link will be provided upon registration)