Technology March 25, 2025
Lattice Rolls Out AI Agent for Human Resources
The people management platform has debuted its AI agent for human resources, designed to help HR teams work better and make employees more productive.
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.
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.
Technology March 18, 2025
FlexTecs Updates AI Solution to Automate Supplier Reconciliation
Initially introduced with a focus on payment error prevention, FlexTrap has now expanded into a fully extensible platform, introducing supplier statement reconciliation to further reduce financial leakage and improve financial operations.
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.
Technology March 7, 2025
Discussing the Crypto Summit – The Accounting Technology Lab Podcast – March 2025
In this video and podcast, Randy Johnston and Brian Tankersley, CPA, discuss the Crypto Summit held at the White House on March 7, 2025, and the potential effects for accounting, reporting, taxes and accounting firms.
Accounting March 3, 2025
A Colleague’s Recap of CPA Practice Advisor’s 2025 Thought Leader Symposium
This year’s program focused on the impacts of AI, Private Equity, Staffing, CAAS, and Security. Below are my “takes” on what I’m advising my firms to do.
Firm Management February 20, 2025
Report Shows Firms That Embrace AI Have Competitive Advantage
The report reveals that mid-sized (21-50 employees) and large firms (over 200 employees) are leading AI adoption.
Firm Management February 13, 2025
Review of Acumatica ERP – The Accounting Technology Lab Podcast – Feb. 2025
In their latest video and podcast, Randy Johnston and Brian Tankersley, CPA, review AI systems for accounting firms, starting with Acumatica ERP.
Technology February 12, 2025
Digits Debuts AI Invoicing Solution for Startups and SMBs
The AI-powered accounting platform has launched AI Invoicing, a solution that gives founders and small business owners control over both accounts payable and accounts receivable.
Firm Management February 11, 2025
Experiences 2025 – AI Search
For now, Agentic AI refers to artificial intelligence systems that operate autonomously and can perceive, reason, plan, and take action in pursuit of goals. These AI agents can interact dynamically with their environment, adapt to changes, and sometimes make decisions without direct human intervention.
Firm Management January 22, 2025
Study: Why Some Companies Fail to Benefit from AI: It’s About the People, Not the Tech
Successful uptake of new technology is a matter of emotions — and with 4 in 5 companies saying they’re failing to capitalize on its potential, managers need to know how to deal with them, say researchers from Aalto University.