Advisory August 1, 2025
Alexion.AI Emerges to Empower the Accounting Profession
Alexion acts as connective tissue across firm systems: normalizing unstructured data, reconciling fragmented context, and building AI-powered memory infrastructure.
Small Business May 16, 2024
Lili Launches New Accountant AI for Small Business Financial Management
Lili also partnered with Amazon Bedrock to ensure Accountant AI has robust privacy and security measures to keep businesses’ data safe from potential leaks or misuse.
Firm Management May 9, 2024
CLA Acquires U.K. Tech Company Engine B
The acquisition of Engine B, a provider of generative AI solutions to the professional services industry, is CLA's first global deal.
Artificial Intelligence May 9, 2024
Numeric Raises $10 Million to Transform Accounting with AI
Hundreds of private and public companies leverage Numeric to perform technical accounting research, proactively flag data discrepancies, draft variance explanations, and automate recurring month-end close processes.
Firm Management May 9, 2024
How to Use Microsoft Copilot for CPA Firm Marketing
If you need help with marketing, consider incorporating Copilot into your marketing arsenal for increased efficiency and creativity.
Taxes May 9, 2024
Most Tax Pros, Corporate and Public, Believe AI Should Be in Their Toolbox
77% of tax professionals believe AI technology can be applied to their work, and 56% of in-house corporate tax teams think their external tax advisers’ firms should be using AI.
Accounting May 8, 2024
C-Suite is Optimistic About GenAI Use Within Finance and Accounting, Deloitte Says
Despite low adoption rates, 43% of executives say they're either discussing use cases or have future plans to adopt the technology.
Staffing May 7, 2024
AI Spurs Rise in Cybersecurity Among U.S. Workers
Fear of exposing their organization to a cyber attack is particularly high among younger generations, with Gen Z and Millennial employees less likely to feel equipped to identify and respond.
Firm Management May 6, 2024
Crete Secures Funding to Bring Aboard New Partner Firms, Grow Tech Capabilities
Crete Professionals Alliance will use the undisclosed amount of funding to add firms to its platform, as well as leverage technology, such as AI.
Technology May 2, 2024
Midmarket Businesses Face Challenges Implementing AI
Most middle market organizations are adopting AI (78%) and generative AI (77%). However, 54% of those using generative AI find its deployment more challenging than anticipated.
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.
Technology April 25, 2024
Thomson Reuters Plans AI Functions for All Professional Users
CoCounsel will unify the entire customer experience and give customers a new way to access Thomson Reuters product capabilities through a single GenAI assistant with applications across Legal, Tax, Risk & Fraud, and Media.
Firm Management April 22, 2024
How CPAs Can Compete in the AI Race
Here are a few principles every CPA firm can leverage to successfully compete with all firms in this dawning AI technology wave.