Accounting technology news and resources

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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.

October 1, 2024

Using the AI in Power BI to do root cause analyses

A step-by-step guide shows how the advanced data analytics features in Power BI can solve business problems in minutes rather than hours.

October 1, 2024

4 Windows 11 features worth your time

This column introduces a quartet of cool features in Windows 11.

September 26, 2024

Never give up: A CFO tackles tech implementation and triathlons

A finance leader in the final preparation stage for a big race next month explains how being comfortable with the uncomfortable has benefited her career and her training. Listen to the episode or read the Q&A.

September 19, 2024

JofA highlights: Tackling accounting’s talent shortage, ChatGPT tips

The JofA’s editor-in-chief highlights the news, features, and advice that CPAs will find useful in recently published and upcoming issues of the magazine. Listen to the podcast episode or read the transcript.

September 16, 2024

More organizations are turning to AI in the finance function

Research finds a significant increase in the percentage of companies leaning into finance AI, even as many struggle to develop sufficient talent to oversee execution.

September 9, 2024

Increasing appetite for M&A, AI driving growth, survey finds

Leaders at private and newly public companies are optimistic about growth opportunities, although many view the pivotal role that artificial intelligence plays to be a double-edged sword.

September 6, 2024

A profitable path powered by AI: Benefits of becoming a ‘data master’

Research reveals how a comprehensive plan related to the relationship between data and artificial intelligence can pay dividends.

September 1, 2024

Using ChatGPT to build a standard operating procedure

See how to use ChatGPT to create standard operating
procedures.

September 1, 2024

Using ChatGPT-4o with Excel

Learn how to use the new ChatGPT-4o (Omni) to interact with Microsoft Excel.

August 1, 2024

Small firms find success with advisory services

Young and midcareer CPAs are embracing fresh approaches and modern technology to build flourishing CAS practices.

August 1, 2024

Get more out of Teams with these 5 features

Here are five features of Teams that can make chat communications more productive.

August 1, 2024

Identify and delete duplicates in Excel

This article looks at a few ways to identify duplicates in Excel.

FROM THIS MONTH'S ISSUE

Tax-efficient drawdown strategies in retirement

Want to stretch retirement funds and avoid tax pitfalls? This article shares tips and models for smarter drawdown strategies that maximize after-tax wealth, manage Social Security and Medicare impacts, and minimize surprises. Also see: Tax season preview and quick guide.