Technology May 27, 2026
HubSync Unveils ‘Halo’ AI Operating System
HubSync Halo is an AI operating system that the company says automates and orchestrates the full tax and accounting engagement lifecycle—from engagement letter to delivery and close.
Accounting Technology Lab Podcast May 30, 2024
Review of Anchor – The Accounting Technology Lab Podcast – June 2024
Anchor automates the entire process of getting paid by clients, end-to-end. It enables firms to send proposals, and has functions to auto-invoice, auto-charge, and auto-sync them all with your accounting software.
Technology June 26, 2024
Webinar: Ensure your client’s exemption certificate portfolio is compliant with automation
Your clients may look to their accounting advisor to help them manage compliance of their exemption certificates. Depending on the size of a business and customer base, the complexity can be great.
Accounting May 22, 2024
Modernizing Money Management: The Shift from Manual to Automated AP Processes
Efficient accounts payable (AP) processes are crucial for maintaining a healthy cash flow and fostering strong relationships with suppliers.
Firm Management May 21, 2024
Technology-Mature Firms Can Earn Up to 39% More Revenue Per Employee
Firms using connected, cloud-based accounting technology report earnings of up to 39% more revenue per employee, survey shows.
Technology April 30, 2024
More Than a Tech Upgrade: How AI Investments Can Sharpen a CPA Firm’s Competitive Edge
Here are some ways that AI tools can help your CPA firm be more effective and competitive today by allowing you to make the best use of your people and their skills.
Artificial Intelligence April 15, 2024
How Artificial Intelligence is Revolutionizing the CPA Practice
Embracing innovation, particularly the transformative power of AI, is key to ensuring long-term success in the accounting profession.
Firm Management April 9, 2024
How Technology Will Optimize – Not Replace – The Role of Accountants
Firms should consider the skillsets of their existing employees when deciding which tools to implement and develop thorough change management plans centered around their employees and their clients.
Technology April 3, 2024
Botkeeper Rolls Out Its New Infinite Platform to Firms
Botkeeper Infinite helps to streamline automated bookkeeping and back-office accounting for firms without the need for outsourcing.
Technology April 3, 2024
Vena Releases Gen AI Assistant for FP&A Teams
Vena Copilot combines Vena’s FP&A expertise with Microsoft Azure OpenAI Service large language models, including GPT-4.
Automation March 26, 2024
Live Webcast Apr. 24: How Automation is Driving Efficiency Through the Last Mile of Reporting
Join us as we explore the pivotal role of digitalization and automation in reshaping what is commonly referred to as the “last mile of reporting.”
Accounting February 15, 2024
The AI Feeding Frenzy Continues
My co-presenter for The Accounting Technology Lab, Brian Tankersley, and I noted a variety of AI concepts at each event. While AI integration and models are immature, the few benefits being delivered are real. Continue to look for new product features that include AI technology in 2024, but buyers should continue to be cautious.
Accounting Technology Lab Podcast February 9, 2024
The Accounting Technology Lab Podcast: Acumatica Summit 2024
Hosts Randy Johnston and Brian Tankersley, CPA, discuss the Acumatica Summit, which they attended in Las Vegas in late January. Acumatica offers an intuitive cloud ERP for businesses.