Accounting technology news and resources

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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.

January 1, 2025

An introduction to meeting assistant apps

This column offers an overview of meeting assistant apps.

December 12, 2024

Gravitating to gen AI: CPA leaders show increased interest

More than 3 in 5 business executives surveyed by the AICPA are at least contemplating the use of generative AI, signaling that broad adoption could be around the corner.

December 1, 2024

Using Excel’s Goal Seek for data analysis

This month’s column shows how to use Excel’s Goal Seek for data analysis.

November 25, 2024

Managing change: 3 strategies to avoid a tech transformation tailspin

With about two in three transformations failing, a leader navigating three transformations at one time explains how she plans to avoid becoming a statistic.

November 1, 2024

The data-driven audit: Technology and the future of auditing

Cathy Rowe, Senior Vice President and Segment Leader, U.S. Professional Market, Wolters Kluwer Tax & Accounting North America, discusses how data-driven insights combined with analysis and guidance can make audits more thorough and help firms make better decisions.

November 1, 2024

Using Excel’s Scenario Manager for decision-making

This column shows how to quickly project financial possibilities with Excel Scenario Manager.

November 1, 2024

Using Copilot in Microsoft Outlook

This column shows how to make good use of Copilot in Microsoft Outlook.

October 31, 2024

How auditors can demystify transformative technology

One tip from Institute of Internal Auditors CEO Anthony Pugliese on harnessing the power of emerging technology: You don’t have to know everything to start working with it.

October 29, 2024

How students use — and don’t use — ChatGPT

A study involving 390 students suggests a preference for using ChatGPT as a supplement to traditional resources, such as class notes and textbooks, to complete accounting assignments.

October 23, 2024

Shorter supply chains: US companies set sights on the Americas

Most senior executives are pleased by the impact of moving their supply chains closer to home, according to a KPMG report. Learn four keys to considering whether a change would benefit your company.

October 9, 2024

AI promises more efficiency but won’t replace auditors

The 2024 BDO Audit Innovation Survey found that 54% of leaders expect their audit firm to use artificial intelligence and other advanced technologies to enhance the audit experience, but the human element is irreplaceable.

October 7, 2024

‘Majority moves’ in tech: Finance leaders reveal popular practices

Finance leaders are increasingly being asked to devise plans that use new technologies to improve the bottom line. Recent survey results highlight the most common approaches leaders are taking.

October 1, 2024

10 types of Excel charts for data visualization

This column tours of some of the most useful charts, starting with the basic ones and moving to the more advanced.

FROM THIS MONTH'S ISSUE

How a CPA beat burnout after strokes, depression

Randy Crabtree, CPA, suffered two strokes in four days and struggled with his mental health for years before he learned to recognize, address, and prevent chronic stress. Learn from his insights on how CPAs can avoid professional burnout.