Accounting technology news and resources

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May 1, 2024

Tech roundtable: Power to the people tech

Our panel posits that artificial intelligence isn’t the only
technology trend making waves in accounting firms and
finance departments.

May 1, 2024

Change text to sentence case in Excel

In this month’s column, find out how to change text strings to sentence case in Excel.

May 1, 2024

AI and fraud: What CPAs should know

Artificial intelligence technology can be misused for fraud, but it is also a tool accountants can use to detect fraud. Find out how to manage AI-generated fraud risks.

April 25, 2024

How accountants can appropriately rely on AI

A CPA and AI expert discusses some of the ethics questions around using AI in this podcast episode. Hear her words or read the Q&A.

April 1, 2024

GenAI for accountants: 10 prompt-writing tips

The emerging art of ‘prompt crafting’ can deliver more powerful results from platforms like ChatGPT and Google Gemini.

April 1, 2024

Managing change in audit technology transformation

Constant change can be exhausting. To transform their audit technology despite change fatigue, firms can follow these tried-and-true suggestions.

April 1, 2024

Move quickly with Excel’s Navigation Pane

The Navigation Pane in Excel is a useful tool that allows users to easily move around and manage large workbooks.

April 1, 2024

Microsoft’s huge AI rollout: What CPAs should know

Microsoft Copilot merges generative AI with key apps, potentially revolutionizing how accountants work. Here’s what early adopters say.

April 1, 2024

Vertical Tabs give one browser the Edge

There are three ways to turn on Vertical Tabs.

April 1, 2024

Tech roundtable: There’s more to AI than ChatGPT

Our panel provides perspective on the potential, perils, and place of GenAI in the wider context of artificial intelligence and automation.

March 28, 2024

How to best tackle technology and the talent pipeline

Tom Hood’s travels have been “eye-opening and quite rewarding”; he reflects on three years in an AICPA & CIMA executive role in this podcast episode with transcript.

March 28, 2024

Organizations moving forward with generative AI despite concerns, survey shows

More than 70% of finance executives have worries related to privacy, ethics, and accuracy, but some respondents in an AICPA & CIMA survey say they’re moving ahead with implementation of generative AI tools.

March 18, 2024

Risk concerns remain for CFOs, but they see improvement ahead

Three in five finance leaders say “now is not a good time” to take greater risks, according to Deloitte’s first-quarter North American CFO Signals survey, partly because of expected upcoming interest rate cuts.

March 1, 2024

A first look at using Microsoft’s new AI tool, Copilot

This article offers a brief overview of Copilot and then looks at some interactions with the Bing version of Copilot in the Edge browser.

March 1, 2024

Data analytics and visualization in the audit

The ability to quickly identify key points in large quantities of data — and to illustrate those findings to assess audit-related impacts — gives auditors a key tool for transforming audit processes.

March 1, 2024

An efficient way to schedule multi-person meetings

This article shows how to use the Meeting poll feature in Calendly to set up meetings with multiple guests.

February 29, 2024

The key to reducing errors with AI: Technology acceptance

Emerging technology can help the finance function eliminate errors, but effective execution may hinge on companies cultivating a high level of acceptance among users.

February 26, 2024

C-suite goal: Keep up with new technology

Keeping up with new technology is the top personal challenge for executives, followed closely by balancing career and personal life, and embracing change and innovation, according to a new survey.

February 22, 2024

JofA roundtable: Why 2024 is shaping up as a big year for ‘people tech’

There’s more to technology than artificial intelligence. Discover other tech topics CPAs need to know in the latest episode of the JofA podcast, featuring three of the top technology experts in the accounting profession. This is the second of two parts.

February 21, 2024

Tech roundtable: AI and automation go way beyond ChatGPT

There’s a lot more to artificial intelligence than ChatGPT. What is it and how will CPAs be affected? Find out from three top accounting technology experts in the latest episode of the JofA podcast, which includes a full transcript.