Webinar Details
Course Description
AI is rapidly entering finance workflows, but trustworthy results require more than a chatbot layered onto accounting data. This session explores the enterprise-grade infrastructure behind secure finance AI for QuickBooks Online- including data structure, governance, permissions, synchronization, and auditability - helping finance leaders, finance teams, and CPAs evaluate how AI can support reporting, analysis, and decision-making across single and multi-entity environments.
Learning Objectives
- Identify strategic and practical AI use cases - including chat-based analysis, AI agents, and MCP-connected workflows - for finance leaders, finance teams, and CPAs managing single and multi-entity QuickBooks Online environments.
- Evaluate the data structure, governance frameworks, and enterprise-grade security controls - including permission inheritance, data protection, and "no external AI training" safeguards required to deploy secure finance AI across financial and non-financial data.
- Recognize how AI-driven insights and AI agents can enhance financial reporting, variance analysis, narrative commentary, and decision-making across complex, multi-entity organizations.
Prerequisites
- None
Who Should Attend
Finance and accounting leaders who work with QuickBooks Online.
Advanced Preparation
None
Presenter Details
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Harry Symons
- Head of Customer Success, Joiin
Harry leads Customer Success at Joiin, working directly with finance leaders, finance teams, and accounting firms who use Joiin to consolidate and report across multi-entity QuickBooks Online environments. He partners daily with CFOs, controllers, and CPAs evaluating how AI fits into their reporting workflows and what to look for under the hood before connecting AI to live financial and operational data.
NASBA Sponsor
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Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
CPE
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Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.
Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
For specific instructions on accessing your CPE, please see our FAQ section on our support page.
- Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.
Purchase options
Live Webinar
What Finance and Accounting Leaders Need to Know Before Deploying AI Across Multi-Entity QuickBooks Data
Sponsored by Joiin
- Jun 17, 2026
- 2:00 PM EDT
- Credits: 1.00
FREE
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