How Accountants Are Actually Using AI Automation | FloQast Transform Deep Dive with Billy Klein

How Accountants Are Actually Using AI Automation | FloQast Transform Deep Dive with Billy Klein

From Blood, Sweat & Balance Sheets by Mike Whitmire

February 23, 2026 · 53 min · Season 4 · Episode 8

About this episode

Billy Klein discusses the implementation of AI automation in accounting and the development of FloQast Transform.

Billy Klein went from working 60-80 hour weeks as an EY auditor to helping build FloQast Transform—the fastest-growing product in FloQast history. In this episode, he breaks down how accounting teams are actually implementing AI automation, what makes AI auditable, and why most accountants want to build their own workflows (not outsource to IT). 🎯 KEY TAKEAWAYS: - The 4 ways customers implement FloQast Transform (and why DIY builders are the largest group) - How to make AI auditable: why "f...

People in this episode

Host: Mike Whitmire

Guest: Billy Klein

Topics covered

  • AI automation
  • accounting
  • FloQast Transform
  • workflows
  • auditing

Keywords

  • AI
  • automation
  • accounting
  • FloQast
  • auditing
  • workflows
  • EY
  • DIY builders

Mentioned in this episode

Organizations: FloQast, EY

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