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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
Dext Announces Record Growth, Enhanced Platform, and Partnership with Square

Accounting March 20, 2025 

Dext Announces Record Growth, Enhanced Platform, and Partnership with Square

Dext, a provider of bookkeeping automation and part of the IRIS Software Group, has announced its strongest year of growth driven by strong customer adoption, strategic partnerships and innovative product enhancements.

Isaac M. O'Bannon

SAP Debuts Joule in SAP Concur Solutions at SAP Concur Fusion 2025

Accounting March 19, 2025 

SAP Debuts Joule in SAP Concur Solutions at SAP Concur Fusion 2025

SAP is embedding its generative AI Copilot Joule into SAP Concur solutions, bringing the portfolio one step closer toward a fully automated travel and expense management process.

Isaac M. O'Bannon

Experiences 2025 – Agentic AI – Part 1: Opportunity

Accounting March 18, 2025 

Experiences 2025 – Agentic AI – Part 1: Opportunity

Agentic AI refers to artificial intelligence systems that operate autonomously and can perceive, reason, plan, and take action to pursue goals.

Randy Johnston

IIA Makes Recommendations on Development of Artificial Intelligence Action Plan

Auditing March 18, 2025 

IIA Makes Recommendations on Development of Artificial Intelligence Action Plan

The IIA emphasized the importance of establishing clear and measured safeguards governing AI applications, noting the significant impact the technology will have on Americans.

Isaac M. O'Bannon

Review of Zoho’s Platform for Finance and Ops – The Accounting Technology Lab Podcast – March 2025

Accounting Technology Lab Podcast March 13, 2025 

Review of Zoho’s Platform for Finance and Ops – The Accounting Technology Lab Podcast – March 2025

In this video and podcast, Randy Johnston and Brian Tankersley, CPA, review Zoho's platform for finance and operations in their roundup of AI systems for accounting firms.

Brian Tankersley, Randy Johnston

Bloomberg Tax & Accounting Launches New Gen AI-Powered Features for Tax Research

Technology March 12, 2025 

Bloomberg Tax & Accounting Launches New Gen AI-Powered Features for Tax Research

Bloomberg Tax & Accounting announced March 10 the launch of two new generative AI-powered features that simplify tax research—Bloomberg Tax Answers and AI Assistant—now available within the Bloomberg Tax platform at no additional charge.

Jason Bramwell

Maximizing IT Investments: Hardware, Software, and Budget Planning

Accounting March 11, 2025 

Maximizing IT Investments: Hardware, Software, and Budget Planning

CPA firms must balance cutting-edge IT solutions with cost-effective management. Firms that fail to optimize their IT investments often struggle with inefficiencies, unplanned expenses, and system downtimes that negatively impact productivity.

Christopher Stark

BlackCloak Launches Enhanced Family Office Cybersecurity Bundle

Small Business March 11, 2025 

BlackCloak Launches Enhanced Family Office Cybersecurity Bundle

BlackCloak designed its enhanced family office services for multi-generational family offices – administrators and family members –  including critical product and service capabilities, with packaging and pricing tailored for this specialized audience.

Isaac M. O'Bannon

Smarsh Announces AI Assistant for Professional Archiving

Technology March 11, 2025 

Smarsh Announces AI Assistant for Professional Archiving

Smarsh works in partnership with the world’s largest global banks, enabling training of their data for industry-leading AI for compliance.

Isaac M. O'Bannon

Digits Autonomous General Ledger Will Take on QuickBooks, Company Says

Small Business March 11, 2025 

Digits Autonomous General Ledger Will Take on QuickBooks, Company Says

AGL acts as a proactive bookkeeper, automatically categorizing transactions, reconciling accounts, and delivering real-time financial insights with unmatched speed and accuracy.

Isaac M. O'Bannon

AuditBoard Adds Advanced AI Capabilities to Internal Audit Platform

Auditing March 10, 2025 

AuditBoard Adds Advanced AI Capabilities to Internal Audit Platform

AuditBoard's new features enable customers to audit with impactful, industry-trained, generative AI-powered workflows.

Isaac M. O'Bannon

data-security-cloud-computing1

Small Business March 10, 2025 

AI Security: Invoice or Impersonation? 36.5% Spike in Phishing Attacks Leveraging QuickBooks’ Legitimate Domain in 2025

Cybercriminals are creating free accounts on the Intuit QuickBooks platform, which makes these attacks challenging for people to distinguish from genuine communications. 

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