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.