Tech news: Digits announces Schedules for accrual accounting workflows

Published May 8, 2026 10:57 AM

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Updated May 8, 2026 11:36 AM

1 Min Read

Digits announces Schedules for accrual accounting workflows; Suralink introduces Workpaper Suite Intelligence; Xero announces Xero Coaches; and other news and updates from the accounting tech world.

Digits announces Schedules for accrual accounting workflows

AI-specialized accounting solutions provider Digits announced Digits Schedules, a new system that brings accrual accounting workflows into the ledger by detecting, generating and managing supporting schedules. The solution identifies transactions that require accrual accounting and drafts proposed schedules automatically. Schedules can be created directly from any transaction or source document. Every schedule surfaces with its proposed treatment. Accountants confirm, modify or dismiss before anything hits the books. Once finalized, recurring journal entries are created and managed automatically. Schedules, supporting documents and entries reside directly in the general ledger, not in spreadsheets or add-on tools. Digits Schedules launches with support for fixed assets and prepaid expenses, with revenue recognition and accrued expenses coming soon.

Suralink introduces Workpaper Suite Intelligence

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Suralink, an accounting-centered client collaboration platform, announced Workpaper Suite Intelligence, a new set of capabilities within its Workpaper Suite designed to help audit and engagement teams turn raw client data into completed workpapers. It includes two AI-powered capabilities: Extract Links, which captures and structures data from client documents, and Link Answers, which allows teams to query complex files, such as lease and debt agreements. Every data point and answer gets linked to its original source for verification and auditability.

Xero announces Xero Coaches

Xero CEO Sukhinder Singh Cassidy

Small and medium business accounting platform Xero introduced Xero Coaches in the U.S., a new program that combines accounting software with expert one-on-one guidance. Provided within the first 90 days of a new Xero subscription, Xero Coaches are product onboarding specialists who work with small businesses one-on-one during their first 90 days to help them get started with Xero so they can use the platform more effectively. Through scheduled sessions, Xero Coaches can assist with tasks such as setting up Xero and connecting bank feeds, providing training on how to manage invoices, bills and expenses, and discovering tools and apps that support their business. Sessions include a booked virtual call designed to help customers address common challenges and leave with the next steps they can implement right away or discuss further with their accounting or bookkeeping advisor.

Billtrust launches payment portal, forecasting solution

AR solutions provider Biltrust announced the availability of new AI‑driven Buyer Payment Portal and Cash Forecasting capabilities, along with expanded payment controls and international payment options. Billtrust's new Buyer Payment Portal delivers a branded, self‑service experience where buyers can view invoices, manage balances, enroll in Autopay and make payments across multiple methods with a single checkout. Smart payment recommendations guide buyers on what to pay and when. Based on live supplier policies, the portal highlights opportunities for early‑pay discount capture, surcharge avoidance and optimal payment timing directly within the payment flow. Meanwhile, Cash Forecast, a new analytics capability, generates a self‑updating 13‑week AR cash forecast by ingesting Billtrust payment activity, invoicing data and a daily open AR balance file, for a view of receivables across all payment channels. An agentic alert layer monitors buyer‑level behavioral signals such as days‑to‑pay drift, autopay enrollment changes and payment modality shifts. When material changes occur, finance teams are shown which buyers are driving the variance along with the projected cash impact broken down by week. Beyond these two new features, Biltrust also introduced an autopay capability that allows AR teams to directly enroll specific buyers, lock enrollments and control which payment dates buyers can use. Suppliers can create and manage payment links and reusable pre‑payment templates directly. International payment modalities allow suppliers to accept additional local payment methods, while maintaining business rules, reconciliation and reporting.

Cleo adds agentic AI to chargeback prevention

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Supply chain solutions provider Cleo announced the latest release of its Chargeback Prevention solution for retail suppliers. Cleo Integration Cloud now applies agentic workflows to bring fragmented data across systems into a live operational view to manage active orders during the fulfillment process. Users get an AI-powered view of which in-process orders are on track, which are at risk, and what actions are needed to meet fulfillment performance metrics before deadlines. Cleo Integration Cloud uses AI to correlate signals around the order.

Deel launches Akai automation AI

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Deel, a payroll and payment solutions provider, announced Akai by Deel, an interconnected system of agents that learn user workflows, automate steps and adapt with every run. Users first show Akai their workflow, walking through it once, or describing what they want in plain language. In response, Akai maps every step, learns systems, builds the connectors and creates the workflow. The user's team reviews every step before anything runs. Akai connects each workflow to the others. Akai deploys as many agents as the work demands—each running end-to-end, fully logged and human-reviewed.

Zip debuts AI agents for procure-to-pay cycle

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Procurement solutions provider Zip announced AI Automation for Procure-to-Pay, a suite of AI agents that automate the accounting workflow from purchase request to payment. The agents match requests to the right budget, alert teams before it's fully consumed, and sync actuals to the ERP at close, so purchase order balance alerts catch overruns before a commitment is made, not during a reconciliation review. The AI also generates purchase orders and processes change orders within Zip's governed workflow, monitors incoming vendor mail, extracts invoices from attachments, and routes them automatically. The Invoice Coding Agent, meanwhile, codes agents across general ledger, department, and cost center using contract and purchase order context already in Zip, coding against the actual approved transaction instead of only relying on pattern matching against similar invoices. Zip's Invoice Review Agent compares each invoice against the vendor's historical patterns, flagging pricing changes, duplicate charges, and errors or misclassifications. The Contract Compliance Agent checks every invoice against underlying agreement terms before approval. Zip's Exception Automation AI places problem invoices on hold, routes them to the person with a specific task, and releases them when it's done. The Payment Risk AI runs risk rules on every invoice before it goes out the door, while bank account validation catches misdirected payments at the point of payment. Zip's Capitalization Agent classifies capital versus operating expenses and handles prepaid amortization. A Tax and VAT Agent handles multi-jurisdiction compliance configured to each company's own policies. Approved transactions sync with the accounting system.

Epson releases AI-driven scanners

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Epson, a printer and scanner company, announced a line of AI-driven document and receipt scanners: WorkForce ES-590W and WorkForce ES-550W document scanners and RapidReceipt RR-620W receipt and document scanner. WorkForce ES-590W and WorkForce ES-550W allow scanned documents to become searchable digital files for AI applications. Both scanners tout a high-capacity auto document feeder that holds up to 100 sheets and scans both sides in a single pass. Features include paper and staple protection and blank page removal for data capture. For businesses that require high-volume, PC-free scanning, the WorkForce ES-590W features ScanWay technology, including a large 4.3-inch color touchscreen that allows scanning directly to email accounts, cloud storage or connected USB flash drives. The RapidReceipt RR-620W is for scanning receipts, invoices and other financial records while making them ready for use in both financial and AI applications. The RapidReceipt RR-620W scanner extracts and converts documents into searchable, AI-ready data and turns receipts and invoices into categorized data that integrates into financial applications, such as QuickBooks, TurboTax, Excel and more. It also includes ScanWay technology and a 4.3-inch color touchscreen so users can scan PC-free directly to email accounts, cloud storage or connected USB flash drives. Users can create searchable, editable PDFs using the included software.

Tax and accounting software market growing at a 7.5% CAGR

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Data from the Business Research Company, a business research company, found the tax and accounting software market is steadily gaining momentum as businesses and individuals increasingly turn to digital solutions for managing financial tasks. The market for tax and accounting software is projected to increase from $15.25 billion in 2025 to $16.35 billion in 2026, reflecting a compound annual growth rate of 7.3%. This growth so far has been driven by the increasing use of desktop accounting software, tighter regulatory compliance requirements, the rising complexity of tax laws, expansion of small and medium-sized enterprises, and a growing need for precise financial reporting. Looking ahead, the tax and accounting software market is expected to continue its strong upward trajectory. By 2030, the market size is forecasted to reach $21.84 billion, with a CAGR of 7.5% during the period. Key factors supporting this expansion include wider adoption of cloud-based accounting platforms, growing demand for automated tax and payroll processing, integration of AI-powered analytics, enhanced focus on real-time financial reporting, and the use of blockchain technology to secure accounting transactions. Major trends shaping the future market involve increased cloud adoption, automation of tax filing and compliance, integration of payroll and workforce management features, expansion of financial reporting and analytics tools, and heightened emphasis on audit and assurance services.

Partnerships and integrations

Top 50 Firm UHY announced a strategic partnership with Infor, a provider of industry-specific business cloud software. UHY and Infor will collaborate to deliver technology-enabled solutions designed to streamline finance operations, improve visibility across the organization, enhance compliance and support scalable growth. … QoEAgent AI, a proof-of-cash and quality of earnings support solution, announced the commercial licensing of artificial intelligence research from the University of Colorado Boulder to power its automated quality of earnings platform. The platform is designed to automate time-intensive financial data work in mergers and acquisitions due diligence. The licensed technology, developed at CU Boulder under Tom Yeh, focuses on document understanding and financial data classification — capabilities that are applicable to the unstructured, inconsistent financial data that characterizes lower-middle-market M&A transactions. Yeh has joined QoEAgent as a co-founder and serves as chief technology officer. … Deloitte Taiwan announced the signing of a memorandum of understanding with Zodia Custody, a digital assets platform with shareholders and investors including Standard Chartered, Northern Trust, SBI Holdings, National Australia Bank and Emirates NBD. By combining Deloitte's regulatory advisory, risk management and governance services with Zodia Custody's institutional-focused infrastructure, the two parties will help institutions in Taiwan assess digital asset use cases and build operational frameworks to connect with global markets. … GRC platform Optro (formerly AuditBoard) announced the acquisition of Midship, an AI-native SOX automation solution. Midship will be fully integrated into Optro's Controls Management solution, providing controls testing and SOX compliance workflows, with localization and support for global enterprises. This integration combines Midship's autonomous testing with Optro's recently announced capabilities, including AI narratives and flowcharts, fieldwork automations and continuous control monitoring.

Hires and appointments

Crunchafi, a lease accounting and data extraction platform for CPA firms and financial professionals, announced that David Wyle has joined its board of directors. Wyle began his career as a CPA at PwC before founding ePace! Software in 1997, building the first paperless audit solution to automate financial reporting in Word and Excel. Acquired by CCH in 2001, ePace! evolved into ProSystem fx Engagement In 2002, Wyle founded SurePrep, where he pioneered the tax document automation category. Thomson Reuters acquired SurePrep in 2023, after which Wyle served as general manager of audit, overseeing the company's global audit software and solutions portfolio. … Finance operations platform Light has appointed Matt Vickers as vice president of product development. Vickers was most recently at fintech company Ramp, where he led product for integrations, API, enterprise readiness and accounting-related experiences. At Light, Vickers will lead product development as the company heads into its next phase of growth. … Top 25 Firm EisnerAmper has named tax partner Ramya Bala as its global tax technology leader. In this newly created role, Bala will oversee global tax technology and artificial intelligence strategy, establish governance and best practices for responsible adoption, and support education and enablement across the tax practice. … GRC platform LogicGate announced the appointment of its new chief information security officer, Edwin Ng, and new chief administrative and HR officer, Caroline Werner. Ng will lead LogicGate's global digital resilience strategy, fortify Risk Cloud's security posture and accelerate the company's AI-driven approach to enterprise GRC. Werner will help further align enterprise operations with growth strategy by stewarding operational excellence, people strategy and business rhythm.

Certifications

Zuora Inc., a monetization platform and system of record for quote-to-cash, has achieved ISO/IEC 42001 certification, the international standard for AI management systems. For Zuora, achieving the certification reflected a company-wide effort to formalize its AI governance. This included defining a comprehensive management system scope and establishing an AI policy that served as the foundation for all of Zuora's AI development. … AI-specialized audit and advisory platform Fieldguide announced that its Field Agents have achieved AIUC-1 certification from the Artificial Intelligence Underwriting Company. The certification, conducted by Top 50 Firm Schellman, validates that Fieldguide's AI agents operate safely in the high-stakes engagement environments. AIUC-1 provides independent verification that AI agents meet rigorous standards across data protection, operational boundaries, attack resistance and error prevention.