Firm Management October 9, 2025
Creating Digital Fluency in Your Firm: From Anxiety to Advantage
Leaders need to figure out which technologies to invest in and equip their teams to use them effectively. That’s where digital fluency comes in.
Artificial Intelligence October 7, 2025
OPINION: As AI Use in Accounting Firms Grows, Keep a Cautious Approach
Questions on how to best use AI persist, alongside concerns over privacy and accuracy, especially when AI is marketed as a replacement for human expertise.
Technology October 7, 2025
Bloomberg Tax & Accounting Unveils Tax Credits and Incentives Tool
The Bloomberg Tax Credits & Incentives Tool, powered by Incentify, offers practitioners an integrated discovery engine with comprehensive access to federal, state, and zone-specific incentives.
Technology October 7, 2025
Verito Expands Managed IT Services for Accounting Firms
Verito said Oct. 6 that it's now offering its managed IT services to larger, multi-office CPA and tax firms, eliminating downtime, solving cybersecurity challenges, and boosting productivity.
Technology October 7, 2025
Ramp Launches Accounts Payable Agents
Ramp announced Agents for AP, specialized AI agents to automate the most manual and time-consuming parts of accounts payable: invoice coding, invoice approval, and payment processing.
Financial Planning October 7, 2025
Fears of a Trillion Dollar AI Bubble are Growing
The financing is coming from venture capital, debt and, lately, some more unconventional arrangements that have raised eyebrows on Wall Street.
Technology October 6, 2025
Artie Minson Named CEO of AI Accounting Platform Trullion
Minson, a former executive at Time Warner Cable and WeWork, will succeed Isaac Heller as CEO. Heller will move into the role of Trullion president and remains chair of the company's board of directors.
Technology October 6, 2025
IRIS Launches IFM Core for Mid-Market Accounting Firms
Designed specifically for mid-market CPA firms, IRIS Firm Management Core delivers enterprise-grade practice management capabilities without enterprise complexity—enabling firms to be fully operational in as little as two to three weeks, the company said.
Technology October 6, 2025
Baker Tilly Introduces Collaborative AI for Middle-Market Businesses
The top 10 accounting firm on Oct. 6 launched Collaborative AI, a set of AI enablement services designed to help its middle-market clients safely and efficiently harness artificial intelligence.
Technology October 3, 2025
Tipalti Secures $200 Million in Growth Financing for Finance AI
Tipalti has secured $200 million in growth financing from long-time partner Hercules Capital, Inc.. The financing will fuel Tipalti's continued investment in artificial intelligence (AI) and product innovation
Technology October 2, 2025
DualEntry Touts $90M Series A to ‘Rewrite the ERP Playbook’
DualEntry said Oct. 2 it has launched from stealth with an AI-native ERP software for the mid-market, backed by $90 million in Series A funding led by Lightspeed Venture Partners and Khosla Ventures with participation from Google Ventures, Contrary, and Vesey Ventures.
Technology October 2, 2025
FinQuery Secures Private Equity Investment From TA Associates
The AI-powered accounting automation solutions provider announced Oct. 2 that it has received a majority investment from TA Associates, a Boston-based global private equity firm.