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.
Accounting March 25, 2025
Gartner Says CFOs Should Reset Expectations About AI’s Impact on Workforce Productivity and Headcount
Despite artificial intelligence’s promise for enhancing efficiency, many organizations struggle to turn investments in traditional and generative AI into material improvements in worker productivity.
Technology March 25, 2025
Stax.ai Partners with Payroll Integrations to Automate Payroll Processing for Retirement Third-Party Administrators
TPAs using Stax.ai can now connect directly to an extensive network of payroll providers through Payroll Integrations to automatically collect and standardize payroll and employee census data in real time.
Small Business March 24, 2025
72% of Small Businesses Have Positive Outlook on AI in Survey
While concerns about data accuracy, security, and privacy persist, survey responses from 500+ business owners and 500+ HR leaders found that the business impact of AI is undeniable – 72% of small businesses have a positive outlook on the technology.
Artificial Intelligence March 24, 2025
Policymakers and Industry Leaders Discuss AI Innovation at Bloomberg Industry Group Executive Forum
The event also featured a panel discussion of C-suite thought leaders, including attorneys and tax advisors, who shared their organization’s approach to generative AI tools and applications.
Accounting March 19, 2025
SAP Debuts Joule in SAP Concur Solutions at SAP Concur Fusion 2025
SAP is embedding its generative AI Copilot Joule into SAP Concur solutions, bringing the portfolio one step closer toward a fully automated travel and expense management process.
Accounting March 18, 2025
Experiences 2025 – Agentic AI – Part 1: Opportunity
Agentic AI refers to artificial intelligence systems that operate autonomously and can perceive, reason, plan, and take action to pursue goals.
March 13, 2025
Review of Zoho’s Platform for Finance and Ops – The Accounting Technology Lab Podcast – March 2025
In this video and podcast, Randy Johnston and Brian Tankersley, CPA, review Zoho's platform for finance and operations in their roundup of AI systems for accounting firms.
Technology March 12, 2025
Bloomberg Tax & Accounting Launches New Gen AI-Powered Features for Tax Research
Bloomberg Tax & Accounting announced March 10 the launch of two new generative AI-powered features that simplify tax research—Bloomberg Tax Answers and AI Assistant—now available within the Bloomberg Tax platform at no additional charge.
Auditing March 10, 2025
AuditBoard Adds Advanced AI Capabilities to Internal Audit Platform
AuditBoard's new features enable customers to audit with impactful, industry-trained, generative AI-powered workflows.
Accounting March 6, 2025
EY Adds AI Capabilities to Blockchain Analyzer
The AI feature enables users to automate and simulate the entire contract review process using natural language prompts and the tool’s testing engine, enhancing efficiency.
February 28, 2025
Review of Zoho for Firms – The Accounting Technology Lab Podcast – Feb. 2025
In this video and podcast, Randy Johnston and Brian Tankersley, CPA, review ZOHO for Firms in their roundup of AI systems for accounting firms.
Technology February 21, 2025
CES 2025 Innovations Recap
There were five innovation themes that percolated to the top of my list, which I believe we will see integrated into products we use in our homes, and possibly our offices over the next few years.