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Article

The 2026 AI Finance Stack 

Accounting October 6, 2026 

The 2026 AI Finance Stack 

73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.

Daniel Kivatinos

Featured Articles

October 13, 2026  

Digits Launches Write MCP, the Safe Way for AI Agents to do Accounting

October 13, 2026  

CohnReznick Acquires Top 100 Accounting Firm Aldrich

October 13, 2026  

AICPA Gives Feedback on Implementation of Executive Order on Exempt Organization Tax Returns

October 13, 2026  

Before the Next Software Purchase: Help Clients Fix Invoice Approvals and AP/AR Workflows First

October 13, 2026  

The Hidden Cost of Tool Stacking in Growing Accounting Firms
RecVue Launches AI Native Agentic Revenue Operating System

Financial Reporting July 22, 2026 

RecVue Launches AI Native Agentic Revenue Operating System

“For the first time, finance leaders can ask why is my DSO 70 days and get a traceable answer, not a BI report to interpret,” RecVue CEO Nishant Nair said.

Billtrust AR Platform Connects Live Invoice-to-Cash Intelligence to Claude and Microsoft Copilot

Accounting July 22, 2026 

Billtrust AR Platform Connects Live Invoice-to-Cash Intelligence to Claude and Microsoft Copilot

AI tools receive only the structured answers they need, never raw data access, and every query is tracked with a complete audit trail.

Cost Pressures Surge in Q2 Due to Iran War, Accountants and CFOs Say

Small Business July 22, 2026 

Cost Pressures Surge in Q2 Due to Iran War, Accountants and CFOs Say

The fallout from the Middle East conflict continues to impact the results of the quarterly Global Economic Conditions Survey from the IMA and the ACCA.

Isaac M. O'Bannon

american-express[1]

Accounting July 22, 2026 

Bottomline and American Express Partner to Expand B2B Payment Connectivity Through Paymode

Payments automation may help address key gaps identified by surveyed financial decision-makers.

Isaac M. O'Bannon

How Firm Principals Work Themselves Out of a Job

CAS July 22, 2026 

How Firm Principals Work Themselves Out of a Job

Giving yourself time to work on the business instead of in the business is essential.

Tom Wadelton

Tax Court Case Underlines the Rule: Don’t Pay Personal Expenses with Business Funds

Financial Reporting July 22, 2026 

Tax Court Case Underlines the Rule: Don’t Pay Personal Expenses with Business Funds

Owners of small businesses frequently don’t pay attention close attention to the nature of expenditures.

Ken Berry, JD

How Affirm’s Buy Now, Pay Later in QuickBooks Can Help Your Clients

Small Business July 21, 2026  Sponsored

How Affirm’s Buy Now, Pay Later in QuickBooks Can Help Your Clients

Affirm creates an opportunity for a new advisory conversation with clients across a range of business needs.

A Matter of Balance: IRS Appeals Processes, Staffing Create Growing Concerns for Practitioners, Taxpayers

Taxes July 21, 2026 

A Matter of Balance: IRS Appeals Processes, Staffing Create Growing Concerns for Practitioners, Taxpayers

When a dispute arises between a taxpayer and the Internal Revenue Service, the crossroads can wind up being the agency’s Independent Office of Appeals.

Peter Haukebo, Terry Lemons

Americans Don’t Know Their Taxes: A Third Fear They’ve Missed Deductions or Credits

Taxes July 21, 2026 

Americans Don’t Know Their Taxes: A Third Fear They’ve Missed Deductions or Credits

These issues may explain why one in four (25%) Americans say tax season negatively impacts their mental health.

How an AI-Native Accounting Platform Helped One Solo Firm Reclaim 90 Hours a Month and Scale Advisory Without Hiring

Accounting July 21, 2026  Sponsored

How an AI-Native Accounting Platform Helped One Solo Firm Reclaim 90 Hours a Month and Scale Advisory Without Hiring

Instead of spending two-thirds of every month producing financial statements, Escobedo redirected that time toward growing the business.

Rethinking the RMD: The Giving Strategy Hidden Inside Your Client’s IRA

CAS July 21, 2026 

Rethinking the RMD: The Giving Strategy Hidden Inside Your Client’s IRA

For clients in these situations, a QCD may be meaningfully more efficient than a cash gift paired with an income tax deduction.

Bill Knox, JD, LLM

university-of-oklahoma isaac obannon 1_11675530

Benefits July 20, 2026 

How Grandparents Can Help with Financial Planning for College

How to optimize their contributions without jeopardizing financial aid.

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