Automation

Other Other From chaos to order: How to improve workflow and client communication

Tackle workflow chaos and client miscommunication with this practical guide for accounting professionals.

Sponsor Content from Canopy
Report Report Future-proofing your accounting firm

Discover how firms are embracing change to stay competitive in the evolving accounting landscape.

Sponsor Content from Canopy
Technology

Ramp releases AI agents for expense approvals, analytics

Ramp released of its first set of AI agents, "built and trained to think like your sharpest controller and work like a thousand of them—around the clock."

By Chris Gaetano

July 10
Technology

Tech news: Wolters Kluwer adds document summaries, tool directory to CCH AnswerConnect

Plus, FileAI announces V2 platform launch; Foxit launches PDF and Document Workflow APIs; and other accounting tech updates.

By Chris Gaetano

July 3
Special Report Taking automation to the next level

Some people view automation as reducing a menial task to "the push of a button" — but it can be much more than that when it's expanded to include complex processes, and is integrated intelligently with advanced service offerings.

Sponsored by Hub Analytics
How Zoho Books transformed accounting for Breakthrough Solutions

Learn how Zoho Books transformed accounting and bookkeeping for both Breakthrough Solutions and their clients.

Partner insights from Zoho
Technology

Automating lead generation, onboarding can save time, sanity

Kelli Parks of Calmwaters Cloud Accounting said client discovery and onboarding can be simplified with automated processes that don't need significant tech investments.

By Chris Gaetano

June 26
Technology

KPMG launches multi-agent AI platform Workbench

Big Four firm KPMG announced the launch of its new multi-agent AI platform, Workbench, which will serve as a foundational and single AI platform.

By Chris Gaetano

June 17
Technology

Tipalti buys Statement to add treasury automation capacities

Payments platform Tipalti announced it has acquired Statement, an AI-powered treasury automation solution.

By Chris Gaetano

June 17
Web Seminar Striking the right balance: Automating the tax & accounting journey without sacrificing client experience

Join us for this research-based web seminar where experts discuss recent research conducted by Accounting Today and SafeSend and the importance of a digital tax filing experience that still incorporates the human touch to establish trust and client understanding.

Partner Insights from SafeSend