This item demonstrates using artificial intelligence technology to build a custom GPT that can
access the firm’s handbook and provide answers to employee questions.
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TOPICS
Information management and technology assurance
How to find errors in Excel formulas
This article looks at how to use Excel’s auditing tools to audit formulas and ensure the accuracy of data.
How AI can drive a proactive approach to corporate finance
A finance leader looks back on a key early moment in his career and looks forward to the ways AI will help free up capacity for the finance function of tomorrow. Listen to the podcast or read the Q&A.
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.
Change text to sentence case in Excel
In this month’s column, find out how to change text strings to sentence case in Excel.
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.
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.
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.
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.
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.
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.
Vertical Tabs give one browser the Edge
There are three ways to turn on Vertical Tabs.
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.
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.
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.
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.
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.
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.
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.
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.
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FROM THIS MONTH'S ISSUE
Accountancy in America: Meeting the moment for 250 years
As the United States celebrates its semiquincentennial, explore the history of the accountancy profession’s essential role in the U.S. economy.
