Accounting technology news and resources

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June 1, 2025

Agentic AI poised to change the way CPAs work

Find out what the next leap in the evolution of artificial intelligence is and how it may affect the way accountants do their job.

June 1, 2025

Real-life ways accountants are using AI

From mail automation to technical memos to data analysis and marketing, CPAs are transforming their work processes.

May 15, 2025

The ‘robot uprising’ and you: A CPA leader’s view on harnessing AI

An expert on artificial intelligence explains why the profession is well suited to deal with fast-moving technological changes despite saying, “Nobody can actually fully keep up.” Listen to the podcast episode or read the Q&A.

May 8, 2025

Professional liability Q&A: AI disclosure, retired-partner risk, and more

An author of the JofA’s Professional Liability Spotlight column explains why the answer to the question “Should I disclose my use of generative AI to clients?” isn’t simple. Listen to the podcast episode or read the Q&A.

May 7, 2025

Working smarter: 3 apps for CPAs

Expert panelists who will appear at AICPA & CIMA ENGAGE 25, June 9–12 in Las Vegas and live online, share top app recommendations across three main categories: productivity, training, and communication.

May 1, 2025

How CPAs can combat the rising threat of deepfake fraud

Faked, live video and audio of executives can fool employees and cost companies millions, but accountants can take steps to mitigate the risk.

May 1, 2025

Using Excel’s GROUPBY function as a PivotTable alternative

This month’s column introduces Excel’s GROUPBY function as a PivotTable alternative.

May 1, 2025

How to set up and use Microsoft SharePoint

This column demonstrates how to set up and use SharePoint as a cloud file storage and touches on other features.

April 1, 2025

How to use Excel’s AGGREGATE Function

This month’s column shows how to use the remarkably versatile AGGREGATE function in Excel.

April 1, 2025

How accountants can balance technology and critical thinking

Overreliance on technologies such as AI may cause problems, but CPAs can take steps to keep their thinking caps on.

March 21, 2025

The ROI of generative AI: It’s growing rapidly, CFOs say

Nearly 9 in 10 survey respondents believe artificial intelligence is providing a “very positive” return on investment, and even more express high levels of trust in the technologies.

March 20, 2025

Financial tracing: Show me the money

A forensic accounting expert details types of financial tracing and explains why human skills remain important even as technology speeds up some tasks. Listen to the podcast episode or read the Q&A.

March 1, 2025

Get into the flow with AI-powered app Miro

This article shows how to use Miro to build a flowchart.

March 1, 2025

Doing accounts receivable aging reports in Excel

This article provides an example of building a dynamic AR aging schedule in Excel.

February 21, 2025

The cost of doing business: Pay increases may be muted in 2025

A survey of CFOs and finance leaders across all industries reveals that while most still see value in pay bumps for staff, increases may be slowing.

February 1, 2025

How to use Excel’s UNIQUE Function

Excel’s UNIQUE function allows users to extract unique values from a dataset, making it easier to identify and remove duplicates.

February 1, 2025

5 tech items to take on work trips

This travel kit can help you complete almost as many tasks as you would from home.

February 1, 2025

Generative AI’s toughest question: What’s it worth?

Finance leaders struggle to determine generative AI’s costs and benefits, but there are suggestions on how to tackle the problem.

February 1, 2025

How finance can get started with gen AI

Follow these steps to make sure you are on track with this game-changing technology.

January 1, 2025

Using Excel’s What-If Analysis with Data Table for data analysis

This column shows how to use the Data Table option in Excel’s What-If Analysis tool.

FROM THIS MONTH'S ISSUE

Flip out with the latest Tech Q&A

The September Technology Q&A column shows how to create dynamic to-do lists with Excel's checkboxes and also how to set up multifactor authentication texts that don't rely on phones. Flip through both items and view a video walkthrough in our digital format.