Webinar: What Finance and Accounting Leaders Need to Know Before Deploying AI Across Multi-Entity QuickBooks Data

17th June 2026: 2:00 PM EDT / 19:00 BST

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Hosted by Encoursa and Joiin, this session explores how AI is reshaping financial reporting, analysis and decision-making. Through practical examples and real-world use cases, attendees will learn what finance leaders need to consider when evaluating AI and how to build confidence in AI-driven insights. Attendees will also earn 1.0 CPE credit.

 

Course Description

AI is rapidly becoming part of finance workflows, but reliable results require more than a chatbot layered onto accounting data. Presented by Joiin, a QuickBooks Online reporting and consolidation platinum app partner, this session explores the enterprise-grade foundations behind secure finance AI, including governance, permissions, synchronisation, auditability and data integrity.

Learn how finance teams and accountants can use Joiin for AI-powered insights across QuickBooks Online and other financial data sources to support reporting, analysis and decision-making across single and multi-entity organisations.

 

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 Joiin Ontology, a proprietary data structure that maps entities, currencies, charts of accounts and reporting hierarchies into one consistent model ready for AI. Learn how governance frameworks and enterprise-grade security controls, including permission inheritance, data protection and “no external AI training” safeguards, support 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 organisations.

 

Prerequisites

None

 

Who Should Attend

Finance and accounting leaders who work with QuickBooks Online.

 

Advanced Preparation

None