Workflow software

Document security in accounting encompasses protocols for safeguarding records against unauthorized access, data breaches and loss.

Digits AI Invoicing, designed for startups, enables users to manage their invoicing workflows visually.

Interest in agentic AI as the next step in the progression from generative AI has spiked in recent months along with investment from accounting firms and vendors.

Plus, Paystand enhances support for Microsoft Dynamics; and other accounting tech updates.

Once you see how much more value you and your managers can deliver to the firm when you're freed up from doing routine client work, you'll never want to go back to the old way of doing business.

A recent survey of mostly smaller practitioners has found that spreadsheets remain the No. 1 way they manage their workflows.

Recent data has found that accountants complete the most tasks on Tuesday, and the least on Friday.

Intuit announced a raft of new capacities and features, mostly focused on automation, workflow efficiency and integration.

Plus, Docyt unveils Docyt AI for real time accounting, and other accounting technology news.

In this week's Vendor Spotlight, we catch up with CEO John McGowan of HubSync.

Plus, Bill releases financial operations platform for SMBs; and other accounting technology news and updates.

If you are an accounting leader evaluating LLMs as a solution for workflow automation, there are three common limitations of LLMs to be aware of before you adopt this emerging technology in your revenue operations.