Automating Real Estate Accounting Workflows: What's Possible Today
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Murph takes you through the steps of migrating from QuickBooks Desktop to the cloud. The show's extra segment features Qvinci's related services.
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Murph summarizes the 'Extra' content that will be included in the upcoming September 16 QBTalks on Migrating from QuickBooks Desktop.
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Will AI bring about the 'end of humanity' within the next ten years, one AI researcher believes that is a distinct possibility.
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Intuit Intelligence Now Offers Done for You Workflows
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Xero Announces New AI Innovations at their Xerocon London event.
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Elizabeth Beastrom, Thomson Reuters' Pres. of Tax, Audit & Accounting Professionals, reacts to IRS Professional Responsibility Office ...
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Intuit Connect On shows AI Strategy and Accountant-centric Investments
Intuit Leaders showcase expanded AI Strategy and Accountant-Centric Platform investments during last week's Intuit Connect ON.
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Intuit Enterprise Suite
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QuickBooks Monday Minute
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Accounting Software
Desktop vs Cloud
Retail Store Alternatives
Amazon
DOS Operating System
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NetSuite has announced AI automated close, reconciliation, and pricing to accelerate financial close, strengthen controls, and increase margins.
Read articleBotkeeper Signs Off After 11 Years
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Sage Copilot launches in Sage Operations providing earlier insights and permitting faster decision-making for manufacturing and distribution ...
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Will AI one day be ‘policing’ humans, rather than humans ‘policing’ AI?
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Tax
Accountants and Bookkeeper
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While the cloud has become the backbone of modern accounting operations, it cannot stand alone as a firm’s entire technology strategy.
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Wolters Kluwer readies launch of CCH Axcess Advisor, bringing expert AI-powered advisory capabilities to the CCH Axcess platform
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Digits has just announced the launch of their new 'Ask Digits' AI Assistant for 24/7 Real-time Financial Answers and Actions.
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Sage has announced new capabilities in Sage Intacct R4 during its Sage Future for Partners event held this week in Orlando.
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Sage’s AI Trust Label is now live within Sage Intacct for US and UK customers, bringing its transparency initiative into the hands of thousands ...
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New Agentic AI Solutions enable professionals to delegate complex tasks and workflows across Tax, Audit, Legal and Compliance.
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New Finance Intelligence Agent joins Sage's growing network of AI Agents alongside Close, Accounts Payable, Time and Assurance Agents.
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Intuit Connect saw the introduction of new and enhanced AI Agents expanding the AI capabilities across the Intuit Platform.
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FlexTecs uses AI to automate AP inbox triage, reduce fraud risk, and improve vendor response time for FlexTrap Platform.
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Sage has announced that Sage 50 is now available as a cloud-based application for small-to-medium businesses.
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Training
Artificial Intelligence
QuickBooks ProAdvisors
QuickBooks Payments
Intuit QuickBooks ProAdvisor Program
ProAdvisor Academy
New ProAdvisor Academy Training Available, more to come soon!
Intuit's ProAdvisor Academy has released 2 new training curricula. One covers AI for Accountants, the other covers QuickBooks Payments.
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Docyt is empowering accountants with AI-automation to scale revenue and client capacity.
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By embedding AI agents and MCP servers into enterprise compliance workflows, Avalara is evolving compliance into a smart, interoperable global ...
Read articleKarbon Acquires Aider to Deliver the Future of AI-Powered Accounting and Bookkeeping
Ignition and Karbon have launched a new integration designed to unity billing and workflow automation. By combining Ignition for ...
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IDC Study reveals how high-performing partners win with AI and specialization by harnessing innovation to deliver powerful customer outcomes.
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Learn why adopting a Client Advisory Services (CAS) approach can transform your accounting firm into a strategic business partner and drive ...
Read articleFirst Look at Digits (Part 2)
Murph finishes up his two-part First Look mini-series on Digits, a totally new Accounting Platform built for the AI era.
Read articleFirst Look at Digits (Part 1)
What's a synonym for excitement? It could just be... 'Digits.' Murph explores this new accounting technology in this two-part First Look feature.
Read articleMind of Murph: What's Next for Accounting
Murph has swung from "Terminator is coming", to 'No Big Deal" with respect to the future of Accounting and AI. Now he is comparing AI to 'great ...
Read articleApp Aware: PayTrace
Murph seeks to make you 'App Aware' of PayTrace, an app for Accounts Receivable automation.
Read articleADP Unveils AI Features for HR at their 2025 Innovation Day
New gen-AI features in Workforce Now®, ADP® Global Payroll and ADP Lyric HCM® tackle payroll errors, streamline analytics, and reduce HR-Admin ...
Read articleNew Agentic-AI Payroll Agent for QuickBooks Online
Murph gives you the scoop on the new Agentic-AI Payroll Agent coming to a QuickBooks Online near you. It appears very determined in 'doing ...
Read articleClockwork.ai announces partnership with Thomson Reuters
Clockwork.ai announces partnership with Thomson Reuters.
Read articleOracle NetSuite Announces NetSuite AI Connector Service
NetSuite's newly announced AI Connector Service will let you have AI Your way.
Read articleDocyt Launches High Precision Accounting Intelligence (HpAI)
Docyt has launched their High Precision Accounting Intelligence (HpAI) automation trained on 128-billion accounting data points to ensure ...
Read articleAlexion.AI Emerges to Empower Accountants
Alexion.AI has a goal of supporting AI agents in accounting, and the accountants that work along with these AI agents to ensure firm AI ...
Read articleIntuit Launches New Innovations in Intuit Enterprise Suite
Intuit has just announced new enhancements to Intuit Enterprise Suite including the use of Agentic AI Agents for improved and streamlined ...
Read articleMore About What's New in the New QBO Accounting Agent
Murph takes another dive into the AI Accounting Assistant of the New QBO in this continuation of his feature from this past Monday.
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Murph looks at Intuit's new definition of 'apps' and explores various features of the Agentic AI 'Accounting Agent' within the New QBO.
Read articleApp Aware - Bill360
Our Feature Friday article is an App Aware covering Bill360, a B2B Accounts Receivable automation application with embedded payment ...
Read articleThe Sage Roadmap to AI - Part 1
While attending Sage Future last month in Atlanta, Murph and Sage VP of ERP, Rob Sinfield, visited about the Sage Roadmap for AI and ERP. This ...
Read articleSage Intacct Available in AWS Marketplace AI-Agents/Tools category
Sage has announced availability of Sage Intacct in the brand-new 'AI Agents and Tools' category of AWS Marketplace.
Read articleAnother Piece of the Accounting Puzzle - Puzzle.io
There is a new 'Puzzle' in town that may just be the right general ledger for your business. Puzzle.io lets you upgrade your accounting from ...
Read articleNew Ignition and Karbon Integration Unifies Billing & Workflow Automation
Ignition and Karbon have launched a new integration designed to unity billing and workflow automation. By combining Ignition for ...
Read articleThe New QuickBooks Has Arrived
It's been 14 years in the making, but the newest version of QuickBooks has arrived with lots of Artificial Intelligence based Agents to automate ...
Read articleCertinia releases 2025 Global Service Dynamics Report
Certinia, in sponsorship with Salesforce, has released the 2025 Global Service Dynamics Report illustrating AI's defining moment for Services ...
Read articleNew AI Agents Tackle Tasks and Boost Productivity
A look at some of the specific 'AI Agents' Intuit will provide as they roll-out the new QuickBooks Online in July, 2025.
Read articleIntuit to Introduce Agentic AI within QuickBooks on July 1st
Intuit will introduce Agentic AI as part of a new QuickBooks experience on July 1, 2025.
Read articleThomson Reuters Report shows Tax Firms without AI will fall behind
Thomson Reuters Future of Professionals Report comes with stark warning for the tax industry: firms without AI strategies could fall irrevocably ...
Read articleDigits launches AI Agents for its Autonomous General Ledger
Digits announces AI Agents (Agentic Artificial Intelligence) for their accounting solution.
Read articleQB Monday Minute: More about the New QuickBooks Online
Murph continues his mini-series on the Agentic AI features of the New QBO scheduled for release in July, 2025.
Read articleNew QuickBooks Experience On The Way
Coming this July, to a QuickBooks Online near you, is a totally new experience. The first major 'facelift' for QBO since 2014.
Read articleProgress® ShareFile® Announces Major Enhancements
ShareFile is helping accounting professionals spend less time on administrative work and more delivering value to their clients.
Read articleSage and CPA.com to Align GenAI with AICPA Standards in the U.S.
Sage and CPA.com agree on initiative to build further trust by integrating AICPA insight into Sage Copilot
Read articleSage reveals vision for its Agentic AI Era to Boost SMB Productivity
Sage presented their roadmap at Sage Future in Atlanta for the next wave of AI technologies to accelerate SMB productivity, performance and ...
Read article79% of Tax and Accounting firms expect GenAI integration by 2027
Thomson Reuters has released a new study showing 79% if tax and accounting firms expect significant GenAI integration by 2027.
Read articleAutomate Intercompany Transactions in QBO
Learn how to automate intercompany transactions in QBO with Kyle Turriff using Zapier in this exclusive member webinar series.
Read articleAugust Be Insightful Members Only Training Sessions
Insightful Accountant is hosting exclusive training sessions in August, covering practical automations, HR essentials, and coaching for members. ...
Read articleZapier Vs Make Vs Power Automate
Explore the comparison of Zapier, Make, and Power Automate for automation tools, highlighting their pros and cons to help you choose the best ...
Read articleReady To Be Insightful? We'll Teach You How
The Be Insightful Premium program offers high-quality training to help grow your practice. Join now for exclusive content and expert-led ...
Read articleTax Technology Outlook for 2024
Discover the future of tax technology in 2024 with AI, data analytics, and blockchain innovations. Enhance compliance and strategic ...
Read articleHitch Your Wagons 'Pardner' for the Best Migration Yet
Navigate the complexities of migrating from QuickBooks Desktop to Online with expert help to ensure a smooth and successful transition.
Read articleMichelle Gill Named Sr. VP of Intuit QuickBooks' Money Platform
Intuit QuickBooks appoints Michelle Gill as Sr. VP to enhance the Money Platform, focusing on improving cash flow and engaging with accountants ...
Read articleHow to Manage Accounts for Logistics Business Today
Learn seven best accounting practices to streamline your logistics business finances and stay ahead of the competition. Manage accounts ...
Read articleQB Desktop Weekly: Reclassify Transactions
Learn how to efficiently reclassify transactions in QuickBooks Desktop using Client Data Review and the Reclassify Transactions tool.
Read articleMTL Payments Compliance Causing Big Change
QuickBooks users face challenges with new MTL Payments Compliance causing extra pages on receipts, but the change ensures adherence to ...
Read articleGusto Payroll & HR Platform – A Payroll & Benefits Synopsis
Discover how Gusto simplifies payroll and HR management for small businesses, offering flexibility, seamless integrations, and comprehensive ...
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Accounting Integration
QuickBooks Migration
Desktop To Online Migration Tool
The Newest QuickBooks Migration Tool for Desktop to Online
Discover Intuit’s latest tool for migrating QuickBooks Desktop to QuickBooks Online, offering enhanced success and ease of use for your business ...
Read articleCase Study: Running the Favorite Tools in Your Practice
Learn how Jameson & Co. leverages cloud-based and managed services to streamline their accounting practice, enhance security, and improve ...
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QuickBooks Dekstop
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September's QBTalks: Migrating from QuickBooks Desktop
Murph takes you through the steps of migrating from QuickBooks Desktop to the cloud. The show's extra segment features Qvinci's related services.
View webinarNot all AI is built for Tax Work: What I found when I tested it
AI in tax is real, and it's here to stay. But not all AI is built for our work. You must get past the hype and ask what are the sources for the ...
View webinarBecoming an Accounting Firm of the Future: The Benefits of Embracing New Technology
Discover how adopting cutting-edge technology can revolutionize your accounting firm, from improving audits to enhancing employee and client ...
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Avalara unveils 'Avalara Aviator' to orchestrate intelligent agents
Avalara unveils Avalara Aviator, an agent hub to orchestrate AI-agents that understand context, coordinate work, monitor variance, and take ...
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Payroll Taxes
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Payroll Tax AI
QuickBooks Payroll Tax AI
Payroll Tax AI is a QuickBooks Payroll AI feature to help users monitor and resolve payroll tax issues and make them a 'done for you' experience.
View resourceCase Study: How AI is Reshaping Accounting Workflows & Firm Economics
How Digits helps TRMA help athletes, entertainers, entrepreneurs, and small business owners gain financial clarity, confidence and long-term ...
View resourceThomson Reuters Launches AI Sales and Use Tax Compliance Solution
Powered by CoCounsel ONESOURCE Sales & Use Tax AI handles data import, validation and tax return mapping across 19,000+ U.S. jurisdictions.
View resourceThomson Reuters Launches Tax, Audit & Accounting Agentic AI Solutions
Thomson Reuters advances AI Leadership with New Agentic AI Solutions: Ready to Review for Tax Prep, CoCounsel Document Analysis and Audit ...
View resourceAvalara announces Agentic Tax and Compliance™
Avalara has introduced Agentic Tax and Compliance™ — a new class of AI agents that don’t just assist, they actually do the work from start to ...
View resourceThomson Reuters Unveils New AI-native Agentic Applications
Thomson Reuters has unveiled their new 'Ready to Advise' and 'Ready to Review' AI-native Agentic Applications to transform tax and advisory ...
View resourceQBO Monday Minute: QuickBooks Online Chart of Accounts Templates
Discover how to efficiently set up and use QuickBooks Online Chart of Accounts templates to save time and ensure consistency for your clients.
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Accountants and Bookkeeper
2023 ACCOUNTING TECHNOLOGY
ORACLE NETSUITE
ACCOUNT RECONCILIATION
Reconciliation Easier than Ever with NetSuite Account Reconciliation
Streamline your financial close with NetSuite Account Reconciliation. Automate reconciliations, enhance controls, and speed up your close cycles ...
View resourceTake a Deep Dive into Divvy
Learn how to integrate Divvy with QuickBooks Online and manage your business expenses efficiently. Join our webinar on Feb 23, 2023, for a live ...
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Guides
Designing a CAS-Ready Tech Stack for Your Firm
How to design a scalable, CAS-ready tech stack that fits your accounting firm.
View guideModernize Bookkeeping Into a Continuous CAS Engine
Modernize bookkeeping to power a continuous, CAS-ready engine.
View guideSelecting the Right Accounting Technology
We are often asked if we recommend specific accounting tech for specific applications. NOT! But we will tell you the best way to select ...
View guideTop Cybersecurity Awareness Tips for Tax and Accounting Professionals
Essential cybersecurity tips for tax and accounting professionals to protect client data, including strong passwords, MFA, software updates and ...
View guideCloud Accounting Apps - Choosing and Implementing Your Tech Stack
Discover how to leverage accounting apps to streamline your firm, improve cash flow, and enhance client relationships with insights from Kellie ...
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