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Sage Partner - Ryan Kerry on using data wisely to assist with the dearth of talent in the accounting profession

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Manage episode 397358344 series 41847
Content provided by Ed Kless. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ed Kless or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In the late 1990s, Ryan Kerry initiated his investment technology career at Advent software. Advancing through roles at Advent, he later joined SEI to oversee their outsourced investment management. With a knack for data management and client service, he established Accusource in 2008, specializing in white-glove operations for family offices. Addressing the challenge of transferring investment data to general ledgers, Ryan founded KnowLedger in 2020. Based near Philadelphia, he harmonizes family life with his love for bicycling.

Summary

  • Using technology to make accounting easier.
    • Ryan Kerry loves using data and computers to make life easier for accountants.
  • Using technology to reduce data entry in accounting profession.
    • Ryan proposes using AI to automate data entry in accounting, potentially reducing fees.
  • Automating accounting processes with AI.
    • Ryan discusses how their technology can reduce audit time by tagging journal entries in real-time.
  • Using AI to automate accounting tasks and avoid errors.
    • Ed Kless and Ryan discuss ways to identify and correct suspicious financial data, with Ryan emphasizing the importance of staying in their lane and not overstepping into the auditor's territory.
  • Mentors, heroes, and leadership with Ryan Kerry.
    • Ryan Kerry highlights mentors and heroes in his career, including Harry Truman, and shares how he stays connected with them through Vistage and other groups.
  continue reading

117 episodes

Artwork
iconShare
 
Manage episode 397358344 series 41847
Content provided by Ed Kless. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ed Kless or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In the late 1990s, Ryan Kerry initiated his investment technology career at Advent software. Advancing through roles at Advent, he later joined SEI to oversee their outsourced investment management. With a knack for data management and client service, he established Accusource in 2008, specializing in white-glove operations for family offices. Addressing the challenge of transferring investment data to general ledgers, Ryan founded KnowLedger in 2020. Based near Philadelphia, he harmonizes family life with his love for bicycling.

Summary

  • Using technology to make accounting easier.
    • Ryan Kerry loves using data and computers to make life easier for accountants.
  • Using technology to reduce data entry in accounting profession.
    • Ryan proposes using AI to automate data entry in accounting, potentially reducing fees.
  • Automating accounting processes with AI.
    • Ryan discusses how their technology can reduce audit time by tagging journal entries in real-time.
  • Using AI to automate accounting tasks and avoid errors.
    • Ed Kless and Ryan discuss ways to identify and correct suspicious financial data, with Ryan emphasizing the importance of staying in their lane and not overstepping into the auditor's territory.
  • Mentors, heroes, and leadership with Ryan Kerry.
    • Ryan Kerry highlights mentors and heroes in his career, including Harry Truman, and shares how he stays connected with them through Vistage and other groups.
  continue reading

117 episodes

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