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.
March 22, 2017
2017 Invoicing Utilities – Invoice Sherpa
Invoice Sherpa works with many popular accounting software applications such as QuickBooks, Xero, Harvest, and FreshBooks. InvoiceSherpa automates accounts receivable and bill payment options, as well as recurring billing for subscriptions.
March 22, 2017
2017 Invoicing Utilities – FundBox
Fundbox is designed to proactively address cash flow gaps that typically affect small and in-transition businesses that rely on timely payments from their customers. Fundbox users can create an account at no cost, with users only assessed a fee when ...
March 22, 2017
2017 Invoicing Utilities – Bill.com
Well known for its robust AP automation function, Bill.com also offers a decent payment processing platform as well. Bill.com provides users with the ability to choose their preferred payment method and will automatically send invoices to customers ...
March 22, 2017
2017 Review of Invoice Management Systems
While invoicing on the surface seems like a fairly straightforward feature, (and simple invoicing is), how customers and clients are invoiced can be just as important as when. Do you provide your customers with a mailed invoice only?
March 22, 2017
2017 Thought Leader Symposium
The most influential thought leaders in the accounting profession gathered for CPA Practice Advisor's 9th annual Thought Leader Symposium in Indianapolis, February 26-28, where they participated in discussions, and occasional disagreements, about how ...
March 22, 2017
Is Your Accounting Firm Serious About Security?
As I wrote in a previous column, whether it’s securing a perimeter in a war zone or an accounting firm, the strength of the defense is only as robust as the front lines. In your firm, the front line is your people who are handling sensitive client data on
March 21, 2017
2017 Review of Sage 50c Accounting – Invoicing Functions
Sage 50c www.sage.com From the March 2017 review of Invoice Management systems. Sage 50c Accounting from Sage Software combines features of a desktop and cloud accounting software system, providing easy accessibility and the ability to install the product on local computer desktops. Sage 50c is also scalable, available in three versions that can work well...…
March 21, 2017
2017 Review of Xero – Invoicing Functions
The sales dashboard in Xero offers invoice details, including the number of draft invoices entered into the system, as well as those awaiting payment. Users can opt to set up online payment for their customers or accept payment via cash, check or ...
March 21, 2017
2017 Review of Acumatica – Invoicing Functions
Acumatica Cloud ERP is designed for companies that have more complex financial requirements. The product is also well suited for growing businesses, and can be used on PC’s, Macs, tablets or smart phones. Acumatica offers a comprehensive core of ...
March 21, 2017
2017 Review of Kashoo – Invoicing Functions
Invoicing an item in Kashoo is easy, with invoice entry completed from the Invoices page. Users would choose the customer(s) to invoice, and then complete the rest of the fields. Users have the option to set up default accounts and payments terms for ...
March 21, 2017
Sooner IS Better for AR and Invoicing!
I’ve promoted value billing and hotel billing as worthwhile approaches to increasing revenue by getting paid what your advice is worth and missing less billable time. Several pundits have jumped on the value billing band wagon and are promoting this ...
March 20, 2017
What Organizations Need to Know About Their Business Vehicle Programs for Tax Season
Businesses have several factors to consider as tax day looms near. While most organizations are prepared to file their usual income and employment taxes, employers must also consider the various tax implications associated with their business vehicle ...