From Spreadsheets to AI: A Technical Accountant's Journey into Fintech Solutioning

What happens when a technical accountant gets curious about AI? In this session, Anh Tran shares her unconventional path from ASC 606 compliance work to building and implementing AI-powered solutions for fintechs. She’ll discuss what she learned, what surprised her, and how professionals across industries can begin applying AI to their own workflows today.

This session will explore how domain expertise can unlock new opportunities in the evolving AI landscape and provide practical insights for those looking to integrate AI into their day-to-day work.

Key Takeaways:

• How to identify which processes in your work are ripe for AI automation — and which aren’t
• What domain experts uniquely bring to AI solutioning that engineers can’t replicate
• Practical first steps to begin experimenting with AI in your own workflows

About the Speaker
Anh Tran is a Finance & Technical Accounting Advisor specializing in solutioning for fintechs in the order-to-cash space. Solutioning sits between strategy and implementation — taking a fintech’s product capabilities and a customer’s business problem, then designing the workflows, configurations, and logic that connect them.

With deep experience in order-to-cash operations and ASC 606 revenue recognition, Anh discovered how AI could transform the workflows she had spent her career perfecting. She is a Stack AI certified consultant and has expanded her expertise through coursework from MIT, Google, and Coursera. Her work now includes solutioning for clients such as Acclara.ai, as well as organizations in the legal, buyside, medical, and pharmaceutical industries.