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AI Finance
INTELLIGENCE MEETS REAL WORK

The future of AI. Starts with people.

We’re Tal and Roei. Turning curiosity about AI into understanding, hands-on experience and practical work, through talks, workshops and personal guidance.

Explore what’s possibleMeet Tal & Roei
Workshops · Talks · Process guidance
FROM CURIOSITY TO POSSIBILITY
REAL PEOPLE. REAL PRACTICE.

What our sessions look like

Our talks and workshops make room for demonstrations, practice and questions. We use examples from finance and the tools your organization works with.

More moments from our sessions
Tal speaking on stage
Tal giving a talkTalks & workshops
Roei teaching a workshop
Roei leading a workshopWorkshops & automation
REAL PEOPLE. REAL PRACTICE.

Photos from our sessions

Browse moments from our talks, workshops and working sessions.

30 moments from the field · tap to enlarge
Services

Talks, workshops and guidance

Book a talk, practise with us in a workshop or get help with a work process. We can help you choose.

01

Talks that open possibilities

Understand what AI can do, which questions to ask and where to begin.

Explore this service
02

Workshops that put AI to work

Try tools on familiar work tasks, with room for questions and professional review.

Explore this service
03

Guidance from idea to process

Identify opportunities, select a process and prepare a measurable pilot.

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Make room for learning

Courses for finance professionals & leaders

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TAILORED TO YOUR ORGANIZATION

We tailor each talk and workshop to your needs

We tailor every talk and workshop to your organization’s needs, people and approved tools. OpenAI, Claude, Microsoft Copilot, Gemini, supporting tools and automations, explained clearly and put into practice.

OpenAI
Claude
Microsoft Copilot
Gemini
Supporting tools · Automations · Practical workflows

We work with your company or organization’s information security team, adapting the content, exercises and working practices to its policies and permissions.

See an example in action
AI FINANCE STUDIO

Close the month. See the whole picture.

Customers, suppliers and cash flow in one view. Select a balance, test collections and complete the close checklist.

Scripted simulation with fictional data. No live AI or client information.
AI FINANCE STUDIOMONTH-END · DEMO
18-second walkthrough
THE REQUEST

Prepare a month-end dashboard from the customer and supplier ledgers. Reconcile balances, flag overdue items and show how collections affect cash flow.

MONTH-END CONTROL ROOM

Every balance has a next step.

Demo source totals reconciled
Receivables48K ILS · 4 customers
Payables34K ILS · 4 suppliers
Net cash flow · scenario+14K ILS · all balances in this demo
3 overdue balances

Paid and outstanding

PaidOpen

Select a balance to inspect its source. K ILS.

TEST THE CASH FLOW

What if not every customer pays?

Assume all 34K of payables are paid. Change the share collected from the 48K receivables. This is net movement, not the bank balance.

0%100%

Receipts: 48 · Net: +14 K ILS

CLOSE CHECKLIST · SIMULATION

From insight to a checked task.

60%

Complete the two review tasks to see the demo checklist reach 100%. No real approval or posting takes place.

Trace the balance, understand the exception and assign the next action. The final decision stays with people.

OUR WORK

Organizations we have worked with

A few moments from our work with finance teams and professional communities.

TEAM × PRACTICE

Our session with the finance team

A two-day workshop for the FP&A department.

More about the session

The first part focused on analyzing financial and public data with AI. The second focused on hands-on work with the organization's approved AI tools (Copilot), including building logic for manual processes and checking outputs.

AI FINANCE × Tidhar Group · FP&A department
More organizations we have worked with
The Hebrew University. Executive Education Center

A lecture on applying artificial intelligence to financial needs, as part of the Hebrew University's executive strategy and AI course.

Final

A lecture and workshop for women in finance at the organization, covering role-specific prompts, data analysis and dashboards, and process mapping for automation.

National Director Training Center
Europe Asia Pipeline Company (EAPC)
Mid-sized accounting firms

Practical training around accounting work and professional review.

monday.com

An opening lecture that launched the finance department's AI week, attended by finance professionals from Israel and around the world.

PSG Equity

A lecture at the fund's offices for 12 senior CFOs from portfolio companies.

WHY AI FINANCE

Meet Tal and Roei

Before the professional introductions, three things about us:

  1. We are not just business partners. We are also siblings.

  2. We are third-generation accountants in Israel, with a family firm: Hagai Wallenstein & Co.

  3. No one in our family wears red. We are a family of Maccabi fans.

Tal Wallenstein, CPA
AI FINANCE · 01

Tal Wallenstein, CPA

CPA | Finance, data and artificial intelligence

A certified public accountant, certified board director and Big 4 alumna. Specializes in connecting finance, data and artificial intelligence, supporting organizations, finance departments and accounting firms in adopting AI tools, streamlining processes, improving controls and increasing team productivity. She lectures across four campuses of Ono Academic College in a first-of-its-kind course on financial statement analysis and financial intelligence using AI.

Areas of expertise
  • Connecting finance, data and AI
  • AI adoption in organizations and accounting firms
  • Streamlining processes and improving controls
LinkedIn
Roei Wallenstein
AI FINANCE · 02

Roei Wallenstein

AI Builder | Community and workshop lead

A partner at AI Finance, leading the community and workshops. Specializes in financial systems and processes. Roei focuses on turning business processes into intelligent workflows, from defining requirements to building automations and agents tailored to professional teams.

Areas of expertise
  • Financial systems and processes
  • Designing automations and agents
  • Community and workshops for professional teams
LinkedIn
More about us
THE AI FINANCE COMMUNITY

Join our community

We share guides, discuss new tools and answer questions from work. Ask a question, share your experience or just read along.

With Tal, Roei and the community
Tal and Roei teaching together
Tal and Roei teaching together
A shared moment with participants
A shared moment with participants
Hands-on work during a workshop
Hands-on work during a workshop
Learning around the table
Learning around the table
Explore the community
OUR WHATSAPP COMMUNITY

We would love to see you there

Bring a question. Share an idea. Keep learning together.

Join us on WhatsAppThe conversation continues in our WhatsApp community.
FROM OUR LINKEDIN

What we share on LinkedIn

Selected posts by Tal and Roei, chosen for practical value and public discussion. The originals are in Hebrew.

Tal Wallenstein
ANALYSIS × JUDGMENT

From a report to management questions

Tal explores horizontal analysis, variances and prompts that turn figures into useful management questions.

Read on LinkedIn
Roei Wallenstein
TOOLS × WORK

From Excel to a management presentation

Roei explores Claude across spreadsheets and presentations, with a guide and practice materials in the original post.

Read on LinkedIn

Watch Tal at the accountants’ conference

THE FULL TALK

AI updates for accountants

Tal’s talk at the Institute of Certified Public Accountants in Israel conference. Watch the full recording from the Institute’s YouTube channel.

The talk and the captions in the recording are in Hebrew.Open on YouTube
More talks and workshop moments
Knowledge

Our articles and guides

Explore all resources
A finance leader reviewing an agentic AI workflow dashboard with human approval checkpoints
AI governance & security · 8 min read

Leadership in an agentic AI world: a guide for finance teams

What agentic AI is, how planning and execution map to a financial process, and which controls are needed before an agent performs tasks.

Read the article
FAQ

Questions before getting started

Who is the AI Finance community for?

The community is for accountants, controllers, payroll professionals, bookkeepers, FP&A professionals, analysts, finance managers and people working in budgeting, audit and controls. It is for anyone who wants to understand how AI can fit into financial and accounting work in a practical, professional way.

Who are AI Finance services for?

Our services are for finance departments, accounting firms, leadership teams, and accounting and payroll professionals, including FP&A, controllership, audit and bookkeeping teams. They suit both beginners and organizations or firms already using tools and seeking to expand their use.

Which fits us: a lecture, a workshop or process mapping?

A lecture suits leadership teams and teams wanting to understand opportunities, risks and possible uses. A workshop suits teams wanting to practice with tools on finance, accounting and payroll tasks. Process mapping suits an organization or firm seeking practical uses and a foundation for a pilot that can be tested, measured and expanded. In a short introductory conversation, we will identify what fits your needs together.

How do you address information security and human oversight?

Alongside AI capabilities, we cover limitations, risks and the need for professional oversight. Activities address information that should not be uploaded to public tools, reviewing outputs and situations where professional judgment remains essential.

LET’S THINK IT THROUGH

An idea is a start. What comes next?

An idea for your team, your business or yourself? Let’s find a practical starting point.

Let’s talk about your ideaYou do not need a finished plan. A question is enough to start.
01

For the team

Where would a little guidance make a difference?

02

For the business

Which process could work better?

03

For you

What would you like to learn or build?