Tech news: Upgrades for DAS

December 12, 2025 11:36 AM

CPA.com and AICPA announced upgrades to their Dynamic Audit Solution; Certinia's winter release includes automation, insights, operations; Ramp is touting its 1099 solution; and other accounting tech news and updates.

CPA.com and AICPA announce upgrades to DAS

CPA.com and the AICPA announced new standards coverage, content and functionality for the AICPA Dynamic Audit Solution. The software now supports both private and public company standards, enabling audits of public, private, nonprofit and governmental entities. This is part of an overall scaling across engagement types, with capabilities for complex audits with multiple entities, multiple regulatory requirements and large volume of transactions. The organizations also touted new improvements to its analytic tools, optimizing data reuse and AI-powered suggestions in a single, connected workflow with enhanced carryforward, central planning and performance optimization. It also features redesigned risk and internal control evaluation workflows, shaped directly by user feedback. On the same day, CPA.com also released two guides on accounting and AI: An accountant's primer on models and use cases, and an AI solution due diligence guide for accounting firms.

Ramp touts 1099 solution

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Financial operations platform Ramp announced 1099 filing on Ramp, which prepares and files all 1099-NEC and 1099-MISC forms automatically with no need for extra portals. Every vendor payment run through Bill Pay flows straight into the 1099 workflow. Ramp fills in vendor details, maps categories to 1099 boxes, and calculates totals automatically. When ready, the user then files directly with the IRS and eligible states without leaving Ramp. If the user spots an error after submission, they can make corrections directly in Ramp and resubmit. Meanwhile, missing W-9s or e-consent forms can be requested all at once with no need for chasing or one-off emails. The solution also comes with a dashboard with pre-filled vendor names, TINs, addresses, and classifications.

Digits releases 'AskDigits'

Accounting and bookkeeping solutions provider Digits officially launched Ask Digits, a new AI-powered assistant that serves as the central interface to Digits' agentic accounting system, allowing users to take action directly — asking questions in plain English, generating reports, drafting transactions, or initiating and monitoring tasks such as bank reconciliations. Ask Digits also recognizes documents, images, and email. Users can drop a PDF bank statement to begin reconciliation, upload a receipt to match against transactions, or forward financial documents to have the agent process them automatically.

Levelpath announces Invoice Automation

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Procurement platform Levelpath announced the launch of Invoice Automation, a new capability that links every invoice to its sourcing, supplier, and contract context inside one platform, matching documents to to supplier entities, contract and PO data, and sourcing history through the supplier system of record. The new solution places invoices inside the same AI-native platform that houses sourcing events, contract metadata, supplier hierarchies, and business rules. Then Levelpath's invoice matching agent verifies invoices against purchase orders to ensure accuracy. The Agent also proactively flags pricing discrepancies, incorrect rates, and contract violations by comparing invoice details against sourcing data, rate cards, and SLAs.

Ledgible releases solution for CARF and DAC8 compliance

Ledgible CEO and co-founder Kell Canty

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Enterprise digital tax and accounting reporting platform Ledgible announced the launch of its new Configurable CARF & DAC8 Data Engine, designed to transform raw blockchain transaction data into standardized, reportable records for Crypto-Asset Reporting Framework and DAC8 compliance. Rather than delivering static data exports, the new solution ingests digital-asset native data directly from blockchain networks, wallets, exchanges, and custodians, then programmatically categorizes each transaction event — including buys, sells, transfers, staking rewards, and income — into standardized CARF and DAC8 reporting classifications. Ledgible's CARF engine integrates directly with global tax information reporting ecosystems and providers.

Value Insights launches for donation appraisals

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Value Insights has officially launched, beginning with a specialized web-based application designed to streamline the identification, valuation, and substantiation of donated property. The platform leverages AI and industry-aligned valuation models to generate non-qualified appraisal reports for commonly donated household goods, clothing, and personal items. Through a photo upload, the system identifies the contributed item and its condition; retrieves comparable market data to estimate fair market value; generates a detailed valuation narrative for practitioner review; compiles a report designed to complement the organization's receipt; and logs contributions in a consolidated annual record for preparation of Form 8283. The application also incorporates a user's estimated federal and state tax rates to display real-time estimated tax savings per contribution, along with a year-to-date cumulative benefit. Each completed appraisal is stored and available for printing or download.

Safe Harbor launches cashflow solution for cannabis

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Cannabis industry finance solutions provider Safe Harbor announced a new cashflow solution that allows cannabis operators to keep payroll-related funds in their accounts for up to two additional days every payroll cycle. It does not need any changes to payroll workflows and leverages information already collected by participating payroll providers. The release is part of a larger partnership with Canopy HR, a payroll services provider for the cannabis sector.

Safebooks announces proactive finance AI

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Finance and revenue operations platform Safebooks announced the launch of a solution based on Agentic Revenue Integrity, an intelligent automation layer for quote-to-revenue finance operations that monitors revenue data and acts upon it. The software builds a complete map of how financial data connects across systems, linking things like invoices, contracts to billing records, and payments to revenue recognition. The platform reads documents in any format and validates they match what's in the user's CRM, ERP, and billing systems. AI monitors these connections continuously, catching discrepancies as they happen and can also auto-remediate them. The announcement comes at the same time as its emergence from stealth and securing $15 million in seed funding led by 10D, Propel Ventures, and Mensch Capital with participation from Moneta Venture Capital, Magnolia Capital, Cerca Fund, Blue Moon, and other strategic investors.

Certinia release includes automation, insights, operations

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Financial operations platform Certinia announced new automation, insight, and operational capacities as part of its winter release. The platform now sports a number of new and upgraded features, including the Project Assistant Agent which acts proactively to identify data anomalies, such as missing time cards, overdue project items, and milestones approaching critical status. Users can also now access AI-powered Customer Account Summaries, which give an instant overview of an account, including CS activities, key stakeholders, executive summaries, and strategic insights. Certinia also introduced a new workflow automation feature, Dynamic Playbooks, which can be used to create customized workflows based on business policies, best practices, and customer-specific insights. There is also a new user interface that enables users to view and recognize revenue in a personalized way, including more customizability and granularity for filtering any source records — project, contract, sales order, etc. — that feed revenue recognition. The winter release also includes a new, native Salesforce Marketing Cloud to CS Cloud integration.

Bookkeeper360 touts virtual CFO

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Finance platform Bookkeeper 360 announced the launch of its iOS and Android mobile and web application featuring Business Optimization Learning Technology, or BOLT, an AI-powered virtual CFO that continuously monitors a business' financial health and alerts management to critical changes, and also identifies cash flow risks before they become problems, estimates tax liabilities, and tracks revenue trends in real-time. Business owners can interact with the virtual CFO through a natural conversational interface, asking questions like "How's my cash flow?" and receive instant insights. The app also features a dashboard with live updates; one-click connections to Xero, QuickBooks Online, and Gusto; direct access to Bookkeeper360's U.S.-based team of CPAs, accountants, and fractional CFOs to provide guidance when questions exceed what automation can answer; and industry-specific KPIs and customizable reporting.

Maxio rolls out MCP for finance

Maxio, an automation and revenue management platform, announced the general availability of Maxio MCP, a secure AI governance layer designed for finance teams. Maxio MCP connects Maxio's billing and revenue data, along with the underlying financial logic, to approved AI tools so finance leaders can use natural language to explore metrics, generate reports, and take controlled actions within admin-defined guardrails. Users can access role-based permissions and OAuth authentication for controlled AI access, scoped tokens and audit logging to maintain compliance and transparency, and protection of sensitive data within Maxio's environment, so data is not sent to public AI models.

Partnerships and integrations

CPA.com and tax compliance platform Vertex announced an expansion of their partnership to include an AI-driven solution in collaboration with tax software developer Kintsugi. (See story.). … Safe Harbor Financial, a provider of banking, lending, and financial services to the legal cannabis industry, announced that Canopy HR, a cannabis-specialized payroll provider, selected Safe Harbor to support nearly all of its cannabis payroll banking operations. … Cetrom, a provider of cloud hosting solutions designed specifically for accounting and tax firms, announced that it has joined Wolters Kluwer's CCH Marketplace, which allows people to access Cetrom's features using Wolters Kluwer tax applications, including CCH Axcess and ProSystem fx.

Other news

Crunchafi, a provider of SaaS technology for accounting and financial professionals, will host a CPE-qualified webinar, "ASC 842 Year-End Wrap Up: Key Lessons and 2026 Priorities," on Dec. 16, 2025, at 1:00 p.m. CST. … Accounting and finance ERP provider Sage said it has been named a Leader in the IDC MarketScape: Worldwide AI-Enabled Professional Services Automation) and ERP Applications 2025–2026 Vendor Assessment. … Double, a close management and practice management platform for accounting and bookkeeping firms, announced a $6.5 million Series A round led by Album Ventures, with participation from returning investor Jack Altman, co-founder and CEO of Lattice, and Y Combinator. In total, Double has raised more than $12.5 million to date. … Finance platform Workiva announced the appointment of Barbara Larson as executive vice president and chief financial officer, effective Jan. 20, 2026. Prior to her appointment, she was CFO at SentinelOne.