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Technology Advisor

Voting Opens for 2026 Readers’ Choice Awards!

Accounting February 19, 2026 

Voting Opens for 2026 Readers’ Choice Awards!

Voting in the 2026 Readers’ Choice Awards is now open. Readers can vote for the programs, hardware, services, and other technologies they use and trust.

Isaac M. O'Bannon

Featured Articles

February 20, 2026  

What is Model Context Protocol? – Accounting Technology Lab Podcast – Feb. 2026

February 19, 2026  

Win a Free ScanSnap® iX2500 Receipt Edition

February 18, 2026  

New Report from The IIA and AuditBoard Reveals Growing Awareness of AI-Enabled Fraud, Varying Perception of Audit Preparedness

February 18, 2026  

Armanino and Accrual Partner for AI-Driven Accounting Workflow

February 17, 2026  

Sage Adds New AI Functions to Intacct for Financial Analysis, Closes and Management
From Silos to Synergy: The Business Case for a Connected Enterprise

Advisory July 1, 2025 

From Silos to Synergy: The Business Case for a Connected Enterprise

In taking action today, organizations can better adapt to future technological advancements, make faster and more informed decisions, and maintain a competitive edge.

FICPA Names New Chair and Head of Scholarship Foundation

Accounting July 1, 2025 

FICPA Names New Chair and Head of Scholarship Foundation

The Florida Institute of Certified Public Accountants named Karen Lake as chair, and Jennifer Keller as head the scholarship fund.

Isaac M. O'Bannon

Deloitte Launches Global Agentic Network

Firm Management July 1, 2025 

Deloitte Launches Global Agentic Network

This rollout highlights a series of investments Deloitte is making—such as the recently announced Global Simulation Center of Excellence.

Isaac M. O'Bannon

change-management11_11181237

Small Business June 30, 2025 

In Unpredictable Times, Focusing on Future Readiness Matters More Than Ever for CPA Firms

A strong brand helps keep your organization aligned and focused during periods of change. It unites your team members around a clear purpose, attracts clients who genuinely value what you offer and cultivates leaders who live your firm’s values.

Steve Saah

Nominations Open for 2025 Innovation Awards

Accounting June 28, 2025 

Nominations Open for 2025 Innovation Awards

The Innovation Awards highlight technologies that are shaping the profession and small businesses through increased collaboration and productivity.

Isaac M. O'Bannon

Review of Microsoft Bookings – The Accounting Technology Lab Podcast – June 2025

Accounting Technology Lab Podcast June 27, 2025 

Review of Microsoft Bookings – The Accounting Technology Lab Podcast – June 2025

Randy Johnston and Brian Tankersley, CPA, review Microsoft Bookings, which works seamlessly with the Microsoft 365 calendar to help your customers quickly find available times and avoid double-booking.

Brian Tankersley, Randy Johnston

Intuit Rolls Out AI Agents for QuickBooks

Technology June 27, 2025 

Intuit Rolls Out AI Agents for QuickBooks

Intuit said the new AI agents will automate workflows and, when combined with human experts, deliver real-time insights and improve cash flow for businesses.

Jason Bramwell

internetbaseddocumentmanagemen_10709263

Accounting June 25, 2025 

Compliance Relics: The Case Against PDFs and Screenshots

When it comes to compliance, seeing what happened should include seeing how it happened, and when. And for that, the PDF and screenshot era belongs in the scrapbook.

Gartner Predicts that 17% of Total Cyberattacks Will Involve Generative AI by 2027

Accounting June 24, 2025 

Gartner Predicts that 17% of Total Cyberattacks Will Involve Generative AI by 2027

The adoption of AI and generative AI continue to increase investments in security software markets like application security, data security and privacy, and infrastructure protection.

Isaac M. O'Bannon

Report Reveals Widening Performance Gaps Driven by AI Acceleration and Platform Connectivity 

Artificial Intelligence June 24, 2025 

Report Reveals Widening Performance Gaps Driven by AI Acceleration and Platform Connectivity 

66% of companies view their PSO as a profit center (up 3 percentage points from 2024), and the segment of firms targeting elite 40%+ margins is set to more than double in 2025. 

Isaac M. O'Bannon

Quinn AI Financial Advisory Platform Raises $11 Million Seed Funding

Financial Reporting June 24, 2025 

Quinn AI Financial Advisory Platform Raises $11 Million Seed Funding

Quinn was founded by a team of technology veterans with over 15 years of experience in fintech and 20 years of experience in machine learning and complex data systems.

Isaac M. O'Bannon

merger_puzzle.5436eb547ed6e

Firm Management June 24, 2025 

When Teams Need More Than Technology: The Missing Piece in Firm Transformation

Because advisory firms don’t thrive on technology, they thrive on people—people who are clear, connected, and capable of using the tools with confidence.

Amy Vetter

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