Isaac Heller

@KurtisHanni We have 3,000+ corporations & audit firms running @Trullion workflows

Who in the finance and accounting space is using AI and agents in their workflows? I’d love to talk, as I’m exploring writing some more content on it to my newsletter. Wanting to bring more examples than mine.

We are witnessing one of the biggest feminist revolutions in history, and for some reason, Western feminists are completely silent.

🇮🇷 This is how an Iranian girl, a follower of Zoroastrianism, explains everything "on her fingers": 🔴"Hello, I am Iranian. Everyone keeps asking the same question over and over: what's wrong with the leftists? Why are they so noisy, why do they support the Gaza Strip, but remain completely silent when it comes to Iran? The answer is simple: because the truth exposes the lie. Because acknowledging Iran destroys the ideological fantasy they have built. Let's be clear: the Islamic Republic of Iran is not a victim of Western imperialism. It is a theocratic authoritarian regime that exists by exporting violence, funding Islamist groups, and suppressing its own people. Yes, it funds Hamas. It funds Hezbollah. All these small proxy groups in the region and worldwide are financed with Iranian money — not government or regime money, but stolen funds: money taken from workers who today in Iran cannot even afford bread; from families destroyed by inflation; from women who are beaten, imprisoned, tortured, and raped for refusing religious submission. And that is exactly why the leftists are silent: because Hamas feeds their narrative, but the Iranian people do not. Because Islamist violence against Israelis can be turned into "resistance," but Islamist violence against Iranians reveals the truth. At this very moment, as you read this, Iran — a country with over 92 million people — is being destroyed in real time. Almost a complete blackout for more than 24 hours: no internet, no phone connection, no communication at all. And — silence. No "urgent protests" at Western universities, no hashtags, no statements of solidarity, no megaphones. Because the suffering of Iranians does not fit their agenda. Because modern leftist movements are no longer driven by human rights — they are driven by selective outrage and ideological loyalty. They will scream about censorship — unless it is done by an Islamist regime. They will condemn state violence to the fullest — but will never say a word if that violence is wrapped in religious language. They chant "Free Palestine," but will never say "Free Iran," because that would require one difficult admission: that political Islam is not liberation — it is domination. And, by the way, this is happening in the West today as well. The Islamic Republic is not anti-imperialist; it is imperialist toward its own people. Hamas is not an isolated resistance group; it is part of a broader Islamist ecosystem funded, trained, and supported by regimes like the Islamic Republic of Iran. Here is the part they do not want to hear: You cannot claim moral superiority while justifying a regime that kills women and punishes them for refusing the hijab, kills protesters, cuts off the internet for a 92-million-strong nation, and uses foreign proxy groups to cover up its own internal collapse. You cannot pretend to care about Palestinians while ignoring Iranians who are being shot, tortured, and killed by the Islamic Republic. This is not solidarity — this is ideological blindness. The Iranian people are not silent — they are forced into silence. The silence of Western leftists is their choice: a choice to defend ideology, justify Islamism, and turn a blind eye to the suffering of millions because the pain of the Iranian people complicates the slogan. History will remember this moment. It will remember who spoke about universal freedom and who decided that some lives are less important than preserving a narrative. Long live Iran."

@bcsmithx @Trullion for accounting. We've been at this for 5+ years, before AI was cool.

vertical AI is having a moment. Harvey, Abridge, OpenEvidence all crossed billion dollar valuations by embedding deeply into workflows that horizontal software never cracked. The playbook: own the workflow, build proprietary data moats, price on outcomes not seats. The graveyard: wrappers and "AI-powered" features that get shipped by OpenAI/Anthropic six months later. meanwhile VCs are betting big on AI-enabled rollups—buy legacy service businesses, bolt on AI, expand margins. Thesis makes sense. Execution is brutal. Most rollups destroy value historically. Shoutout to @Trace_Cohen for tracking 150+ vertical AI startups across sectors: docs.google.com/spreadsheets/d…

@zerohedge Leases are on balance sheet under GAAP. They are represented as an "Right of Use Asset" and corresponding liability. You can find them in an ASC 842 footnote. Also we use AI to automate this accounting at @Trullion :-)

It took the market 4 months to do the math on capex funding needs. How long until they discover leases...

@benln @tmrohan @KyleHParrish @ericzakariasson @akothari @lennysan @stopman +1 @stopman

Shortlist of great angel investors you want to have on your cap table: • @tmrohan - angel in Figma, Notion • @KyleHParrish - early Figma, Dropbox • @ericzakariasson - early Cursor • @akothari - Notion co-founder • @lennysan - Lenny's newsletter • @stopman - former SVP eng at Yelp • @camillericketts - early marketing leader at Notion • @cjc - early Linear, Notion, Stripe • @rauchg - Vercel founder • @haddartha - PM at Instagram, Shopify • @OfficialLoganK - Deepmind • @varadh - former Opendoor • @artlevy - Brex • @milichab - Skiff, Cursor • @scottbelsky - Adobe, A24 • @romainhuet - OpenAI, former Stripe

Dear friends: we've got exciting news today at @Trullion ! I'm thrilled to announce that Artie Minson will be joining us as CEO, partnering with me to help us scale to the next level. I will take on the President & Chairman role. I've had the privilege of knowing Artie for 5+ years. He was an early investor, a mentor and recently a board member. His experience brings a rare blend of accounting DNA and leadership: starting his career as an EY Auditor, rising to CFO of AOL and Time Warner Cable, then eventually holding President & CEO roles at WeWork and LeafLink. As for my new title, this is not a step back; it's a moment to double down. I've had the privilege of being CEO of Trullion for 7 years, and the journey has exceeded my imagination. It started with an idea and a single product (and your help); Now, we've transformed into the most trusted AI Accounting company serving 3,000+ corporations and 200+ accounting firms in 20+ countries. We've got multiple products, multiple personas, 100 employees globally, and offices in NYC, London & Tel Aviv. And we just finished Q3 with our largest revenue quarter in company history. On a personal level, I've been splitting my time between our global offices and customer sites. As we scale globally, partnering with Artie presented an opportunity to have a world class leader in our NYC/GTM hub, allowing me to spend more time in the TLV/Product hub. From a governance standpoint, I will maintain my role as Chairman of the board. I'm especially grateful for the continued support of our investors: @aleph, @greycroftvc , @ThirdPointLLC , @VerissimoVC and @StepStoneVC , among others, and especially @mikeeisenberg, who introduced us to Artie 5 years ago. Thank you to everyone who has believed in me, in us, and supported us as a customer, a partner, and most importantly, a friend. Today is an exciting day for Trullion. And with all that said, you know what? It feels like we’re just getting started.

@bgurley @Trullion Would be happy to help. Can you plz email me Isaac(at)Trullion.com and I can connect you. Some professors specialize in GAAP theory, others in its technical understanding, etc. Also in this area the Big 4 national office folks are strong

@isaacis @Trullion GAAP. Would love a professor or two.

Who are the top 5 accounting experts on X? I keep finding myself with questions - would love to pose them to people who have the right answers.

@lukesophinos Thanks for the @Trullion shout out 🙏

My Vertical AI Market Map 🤖 🏥 Healthcare: OpenEvidence, Hippocratic AI 💊 Pharma: Absci 🛒 eCommerce: TripleWhale ⚖️ Legal: Harvey, EvenUp 💰 Finance: Hebbia 🎓 Education: Magic School 🛍️ Retail: Intelligence Node 📊 Accounting: Trullion 💸 Tax: TaxGPT 📋 Procurement: Rohirrim 🔍 Audit: Agentive 🏗️ Construction: TrunkTools 🏢 Architecture: Swapp 🏭 Manufacturing: Squint 📦 Supply Chain: Pallet 🚨 Emergency: Prepared 🏠 Home Services: Drillbit 🛡️ Insurance: Sixfold 🎮 Gaming: Unakin 🏛️ Government: GovSpend 🏘️ Real Estate: House Canary Every industry is getting its AI agent. Which one surprises you most? Who am I missing?

Takeaway: marry deep sector insight, aligned incentives, an emergent stock market with less regulation and fearless underwriting, and you can finance revolutions—until structure and regulation change the game. What is happening now? Fewer IPOs → public markets older, stodgier; retail investors shut out of early growth; innovation financed in private shadows. LPs do not get capital back. Lesson: vibrant markets need specialist underwriters, reasonable compliance costs, & investor education. Pull any one pillar and the pipeline dries up. 24/25

Our world is full of great people

Living a dream tonight at the #NBADraft Grateful for my Deaf grandparents, my CODA mom, and the community that shaped me. Proud to rep @GallaudetU! GU.live/carter

@lizwessel I'm not saying a VC shouldn't cold email :-)

@isaacis Couldn't disagree more. Ive invested in several companies in the past 2 years that came from me cold emailing the founders.

Founders often don’t realize: *who* your first meeting at a VC firm is with can really matter. Especially at the larger firms. Here’s why: Many firms assign a deal “owner” in their CRM based only on who took the first meeting. That partner drives the internal process (whether they pursue your round, etc) and may by default be assigned to your company for your next round, too. If the fit’s wrong — ie the partner just dislikes your space, or you don’t remind him/her of their winners (etc), or they tend to prefer older founders and you’re younger (etc)… it’s not usually like you can go pitch a different partner of theirs to change their mind after they pass. So: when getting intro’d to a firm, do some research to try and find the partner who’s the best fit. Don’t leave it to chance.

@KrisBennatti 🤯

If GAAP financials don't matter anymore, why audit them

I put @ChatGPT to the test! @Trullion's AI is outperforming @OpenAI in accounting & audit. I just recorded a live video of our new agent Trulli reviewing @nvidia's 10-K and asking audit questions. See who wins! 👇

@gdibner Well said

Perhaps one of the great unstated assumptions of the AI era is that "infrastructure = foundational models = LLMs alone." I think the evidence is increasingly strong that this is just not true. We are betting on a small number of very interesting AI infrastructure companies that fit in somewhere between the data/models and the application layer on top. Some key learnings/theories/observations: 1. Every enterprise wants to build AI applications. Almost no one has. Its not too hard. It's easy. But it doesn't work in real life. Not yet. Infra is not build out yet. 2. "LLMs alone" will deliver close to zero real-world value in the enterprise. "LLMs+" will deliver tons of value. AI Infra companies that enable that "LLM+" approach stand to create a ton of value. 3. The only way to succeed as an AI Infra play is to be completely model agnostic (BYOM) - and that includes open-source models which will probably run away with the entire enterprise market. 4. MCP (or something like it) is going to be crucial to allow integration with other LLM-powered tooling. 5. LLMs will play a crucial role in eliminating traditional friciions as AI Infra companies scale: documentation, integration, migration, support - all of that can and will be supercharged by LLMs - allowing product, sales, and customers to focus on the core PoV. Agree? Disagree? Let me know! (And no, I did not "rewrite this with AI!")

@Alexoppenheimer Charging a lot of money... while maintaining an opaque business model... While growing for decades... ...were they not taught well?

Given how long it takes lawyers to perform really simple tasks (or at least how long their invoices say it takes), I’m having a hard time believing they made it through these Ivy League institutions… Surely law school isn’t as hard as they say, they just work extremely slowly, so everything is hard.

Our accounting AI agent launched today! Well, CPA clients of @Trullion have been using it for 1+ year and kept telling us it's better for accounting than ChatGPT and Co-Pilot ... So we decided to show the world!