Data Integrity and Security at Year End in the Age of AI
Data Integrity and Security at Year End in the Age of AI
Someone will rely on your year-end numbers: your auditor, your bank, your board, a buyer or the tax authorities. This year, AI probably touched some of them, whether it was a reconciliation done in a chatbot or a variance analysis drafted from a pasted trial balance. Meanwhile, the Big 4 are bringing AI agents into live audits. Can you show where AI touched a balance, that the data stayed safe, and that a person reviewed the output?
Join Natasha Sabelli, CPA, Velixo’s Finance Evangelist, for a practical hour on getting year end right when AI is part of your close.
Year end is serious business. This webinar doesn’t have to be. Expect real research, checklists you can start this month and a cast of characters you won’t forget. Auditors will never look the same to you again.
What we’ll cover
- The auditors are coming, and they brought AI. What the Big 4 are building into their audits, and what regulators and audit committees are asking about AI in 2026.
- The AI verification tax. Every AI output comes with a hidden bill: the human time it takes to prove the output is right. Natasha shares three ways to pay less of it.
- Where does your data go when no one’s looking? What really happens when someone pastes a trial balance into a chatbot, five rules any finance team can adopt this month, and the questions to ask before you approve an AI tool for finance work.
- Your year-end survival kit. A simple AI inventory, the six things to keep on file when AI helps with a close task, and a month-by-month plan from now to January fieldwork.
- Meet the AI finance engineer. A new role is showing up in finance and FP&A teams. Learn why someone in your department may already be doing it, and how to develop one without a new hire.
- SOX, SOC 1 and SOC 2, finally explained. Three acronyms that sound alike but mean very different things, explained in a way you’ll remember, plus the questions to ask every vendor that touches your numbers.
Who should attend
- CFOs, controllers and finance directors preparing for a year-end audit or review
- Finance and FP&A teams that used AI anywhere in this year’s close
- Anyone responsible for SOX, SOC or internal controls documentation
- Finance leaders evaluating which AI tools and vendors can touch their numbers
What You Will Experience
Natasha is Velixo’s Finance Evangelist. A CPA based in Montreal, she works with controllers, FP&A leaders, and CFOs on how technology can make finance teams’ day-to-day work easier, with a focus on finance, Excel, and ERPs. She is known for taking topics that feel technical or “that’s just how we’ve always done it” and making them clearer and more useful. At Velixo she produces webinars, tutorials, and worked examples built around the real problems finance teams face.
