AI FINANCE

Meet Tal and Roei

Our professional experience is the starting point. Curiosity is what moves us forward.

About

Meet Tal and Roei

Before the professional introductions, three things about us:

We are not just business partners. We are also siblings.
We are third-generation accountants in Israel, with a family firm: Hagai Wallenstein & Co.
No one in our family wears red. We are a family of Maccabi fans.

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

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

WHY AI FINANCE

Why we do this

We are helping bring AI and finance into the same conversation. Where there is hesitation, we bring demonstrations, questions and a way to try things responsibly. Progress starts with understanding what is possible, what is appropriate and what needs a human decision.

Beyond being partners, we are also siblings.

01 · PROFESSIONAL ROOTS

Our background in finance

Finance, data, controls and business processes are our starting point. We connect the technology to the task and the people behind it.

02 · IN ACADEMIA

Tal’s course at Ono Academic College

Tal lectures across four campuses of Ono Academic College in a first-of-its-kind course on financial statement analysis and financial intelligence using AI.

03 · BEYOND THE SESSION

The conversation keeps going.

Through the community, articles and practical examples, there are more ways to ask, discover and keep learning after a first meeting.

Meet the community

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.

A FEW SECONDS IN THE ROOM

This is what it looks like.

Original excerpts from our talks and workshops, with the sound from the room. Audio is in Hebrew. Press play to watch and listen.

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

A live demonstration on stage

Tal presents an analysis workflow during a talk. A recorded demonstration, not current market data.

Read the transcript

It is now starting a full analysis. It is running live, as you can see. The API is using tokens that I am paying for right now. It is analysing the stock valuation across the years.

From a dashboard to a business question

Tal points out dashboard exceptions and connects them to collections. An excerpt from a talk.

Read the transcript

All of my clients. If you look here, there are two exceptions. That means two have not paid me yet. In terms of collections, I have not received their payment.

Tal on stage

Starting with a business question: how do we find new clients? An excerpt from an accountants’ conference.

Read the transcript

I want to start finding new clients. How do I find new clients?

Roei with the team

You are not left alone with the tool. Roei and Tal guide the practice and help when something does not work.

Read the transcript

For some, it will work a little differently. No need to worry. Tal and I are here to help and come around if something is not working.

Learning around the table

A glimpse into one of our professional sessions.

Read the transcript

What it should do, how it should do it, how much, why and how. Then I take the… Did you download the file I asked for? Yes. From here I return to the regular conversation.

REAL PEOPLE. REAL PRACTICE.