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App Aware Articles

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Ecosystem Enlightenment: Books Backup

Books Backup creates a complete, audit-ready archive of your QuickBooks Online company before you cancel your QBO subscription.

App Aware: Kintsugi

Kintsugi connects to a firm's accounting, billing, payment, and HR/payroll systems, then continuously monitors transactions and workforce changes...

App Aware: Clearing

Clearing is a desktop bank reconciliation tool for bookkeepers, small firms, and owner-operators. It matches bank lines to your ledger, with every...

App Aware: BilagPilot

BilagPilot helps accounting firms reduce the time spent collecting missing receipts and documentation from clients. It connects to accounting...

App Aware: SmartVault Revisited

It’s been some time since Insightful Accountant looked at SmartVault which is why it’s appropriate that we provide an updated App Aware feature on...

App Aware: Bill360 'Revisited'

This App Aware (revisited) takes an updated look at Bill360, an AI-powered Accounts Receivable and billing platform for B2B companies.

App Aware: ConnectBooks

 If you want cleaner books, better visibility, and more confidence in every decision surrounding your eCommerce operations, check out ConnectBooks in...

App Aware: Omni by Artifact AI

Omniby Artifact AI is a workflow orchestration platform designed specifically for accounting and Client Advisory Services (CAS) firms.

App Aware: Navi

Navi is an accounting advisory technology designed to elevate client conversations into measurable growth opportunities. Unlike traditional AI tools...

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Build an Advisory Firm Clients Stay With

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Choose Your Firm: What kind of accounting firm do you want to be?

Choose Your Firm: What kind of accounting firm do you want to be?

October 15, 2026 · 3:30 PM ET

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Mastering Ag Advisory: Budgets, Scenarios and Succession Planning

Mastering Ag Advisory: Budgets, Scenarios and Succession Planning

October 21, 2026 · 12:00 PM ET

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Oct 22
Five Easy Ways to Use AI This Tax Season

Five Easy Ways to Use AI This Tax Season

October 22, 2026 · 12:00 PM ET

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Oct 28
Transactional vs Advisory: Where Do You Stand?

Transactional vs Advisory: Where Do You Stand?

October 28, 2026 · 12:00 PM ET

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Oct 28
You Already Know Enough: How to Start Your First CFO Advisory Conversation.

You Already Know Enough: How to Start Your First CFO Advisory Conversation.

October 28, 2026 · 2:00 PM ET

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Oct 29
The Weekly A/P: Transforming Ingredients into Intel

The Weekly A/P: Transforming Ingredients into Intel

October 29, 2026 · 2:00 PM ET

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Nov 10
From Bill Pay to CAS: Building Your Firm's Next Growth Engine

From Bill Pay to CAS: Building Your Firm's Next Growth Engine

November 10, 2026 · 11:00 AM ET

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Nov 10
The Software-First Payments Revolution: From Transaction to Trust

The Software-First Payments Revolution: From Transaction to Trust

November 10, 2026 · 12:30 PM ET

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Nov 10
How to Reduce B2B Credit Card Processing Fees

How to Reduce B2B Credit Card Processing Fees

November 10, 2026 · 2:00 PM ET

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