Finance departments and firms can use an accountant-developed self-evaluation tool to identify gaps and strengthen cybersecurity fundamentals.
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Information management and technology assurance
Using Excel to automatically flag unusual transactions
By adding a few formulas to an accounts payable export and using Excel’s FILTER function, users can create a reusable report that automatically displays only the transactions meeting one or more exception rules.
The No. 1 cybersecurity tip for sole practitioners
The AICPA’s small firm advocate shares cybersecurity tips and guidance on how to improve client services without hiring staff.
Using an Excel agent to clean, validate, and reconcile data
Follow step-by-step how an agentic AI tool prepares 59,157 rows of general ledger data for audit use in about 10 minutes.
AICPA, former IRS commissioner to lead initiative on AI in tax
Participants in the Council on AI Risk in Tax, led by the AICPA and former IRS commissioner Danny Werfel, include leaders from all areas of the tax world who will work together to promote the responsible use of AI in tax administration and practice.
IRS cyber weaknesses put taxpayer data at risk again, TIGTA says
For the second consecutive year, a government watchdog found the IRS’s cybersecurity program ineffective. TIGTA warned that taxpayer data could be vulnerable if security weaknesses are not addressed.
Driving efficiency or driving workers toward burnout? How AI is being used
Nearly two-thirds of employees in a global survey said their company is more interested in using artificial intelligence to create efficiency than to add value, leading many to feel like they’re doing two jobs while struggling to find time to produce meaningful results.
AICPA seeks IRS clarity on AI guidelines, CPA fees
The AICPA is seeking clarification from the IRS on guidelines suggesting that tax practitioners should pass AI-related cost savings on to clients. Concerns about language in the guidelines include the implication of not allowing for a value-pricing model and overlooking the costs of implementing and governing the technology.
Improve your Windows 11 productivity using Microsoft PowerToys
This column shows how to use Microsoft PowerToys to improve productivity in Windows 11.
4 Excel features that make reviewing large spreadsheets easier
This column explains how Excel’s Freeze Panes, Split, New Window, and Watch Window make navigating expansive spreadsheets more efficient.
Finance’s chemistry lesson: The guardian-to-catalyst transformation
Finance is being rewired for an AI-driven future, and one Gartner expert says the function’s next challenge is knowing what to preserve — and what to let go.
AI gets the headlines, but it’s not the whole story for finance leaders
What are finance leaders focused on beyond AI? Tom Hood discusses the top priorities emerging from the sixth Future of Finance Summit. Listen to the episode (the JofA’s 500th) or read the transcript.
Accounting ethics in the age of AI
AI is changing how accountants and finance professionals work, but it doesn’t change what it means to do the right thing.
Real-life ways small firms use AI
Learn how four practices with fewer than 10 employees deploy artificial intelligence to expand capacity, do faster research, and more.
How to set up a simple automation in Zapier
This article walks you through connecting two apps in Zapier.
Using Excel’s REGEX functions to clean accounting data faster
Excel for Microsoft 365 includes REGEX functions that can dramatically simplify many common accounting data-cleaning tasks.
Data governance: How finance builds trust in the numbers
Learn five steps finance can follow to set clear rules, so everybody uses the same trustworthy information.
Ask the Expert: Context and AI
Q Why does AI still feel hit-or-miss for me? A Folks tend to focus on the prompt, but truly great results depend on the “context” you can provide. Tax questions without facts are just hypothetical. A tax question with the client’s partnership agreement, the prior year’s return, and the relevant Treasury
As AI use in cybersecurity rises, so do the risks
The share of respondents actively using AI in cybersecurity strategy rose sharply in a global survey, but governance is not maturing at the same pace as deployment.
Are finance leaders moving too fast on agentic AI?
While more than 9 in 10 senior finance leaders in a recent survey said they’re under career pressure to demonstrate a return on agentic AI investment, the ROI may be slowed by an emphasis on speed above all.
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