This column shows how to use Microsoft PowerToys to improve productivity in Windows 11.
Information management and technology assurance
4 Excel features that make reviewing large spreadsheets easier
This column explains how Excel’s Freeze Panes, Split, New Window, and Watch Window make navigating expansive spreadsheets more efficient.
Finance’s chemistry lesson: The guardian-to-catalyst transformation
Finance is being rewired for an AI-driven future, and one Gartner expert says the function’s next challenge is knowing what to preserve — and what to let go.
AI gets the headlines, but it’s not the whole story for finance leaders
What are finance leaders focused on beyond AI? Tom Hood discusses the top priorities emerging from the sixth Future of Finance Summit. Listen to the episode (the JofA’s 500th) or read the transcript.
Accounting ethics in the age of AI
AI is changing how accountants and finance professionals work, but it doesn’t change what it means to do the right thing.
Real-life ways small firms use AI
Learn how four practices with fewer than 10 employees deploy artificial intelligence to expand capacity, do faster research, and more.
How to set up a simple automation in Zapier
This article walks you through connecting two apps in Zapier.
Using Excel’s REGEX functions to clean accounting data faster
Excel for Microsoft 365 includes REGEX functions that can dramatically simplify many common accounting data-cleaning tasks.
Data governance: How finance builds trust in the numbers
Learn five steps finance can follow to set clear rules, so everybody uses the same trustworthy information.
Ask the Expert: Context and AI
Q Why does AI still feel hit-or-miss for me? A Folks tend to focus on the prompt, but truly great results depend on the “context” you can provide. Tax questions without facts are just hypothetical. A tax question with the client’s partnership agreement, the prior year’s return, and the relevant Treasury
As AI use in cybersecurity rises, so do the risks
The share of respondents actively using AI in cybersecurity strategy rose sharply in a global survey, but governance is not maturing at the same pace as deployment.
Are finance leaders moving too fast on agentic AI?
While more than 9 in 10 senior finance leaders in a recent survey said they’re under career pressure to demonstrate a return on agentic AI investment, the ROI may be slowed by an emphasis on speed above all.
From estate planning to AI: Managing CPA liability
A coauthor of the JofA’s Professional Liability Spotlight column discusses the risks for CPAs related to the Great Wealth Transfer, how accountants can serve as a “critical guardrail” for clients, and the key components of an effective AI policy. Listen to the podcast episode or read the Q&A.
Drafting an AI policy that actually works
Find out what firms can do to create and maintain effective generative AI policies that align with professional and regulatory obligations.
What AI agents mean for CPA firms
David Yue, Co-Founder & CEO, Accordance, discusses what AI agents could really do for your firm.
A guide to fighting AI-fueled AP/AR fraud
Widely available AI is making payment fraud easier to perpetrate and harder to detect, raising the stakes for controls, verification, and professional skepticism.
How to use the SCAN function to replace running totals in Excel
Excel’s SCAN function provides a dynamic alternative that calculates running totals without copying formulas.
Customization tips for Windows 11’s Start menu and taskbar
This article looks at Start11, which can be used to customize styles, search, pin folder menus, and taskbars.
IRS outlines AI risks, Circular 230 duties for tax practitioners
The IRS warned that AI’s risks — including fabricated outputs and data privacy concerns — require practitioners to verify results and follow existing Circular 230 rules on diligence, competence, and confidentiality.
Midyear advocacy update: STEM, BOI, taxes and licensure
What issues are shaping the CPA profession? The AICPA’s advocacy leader shares information on STEM legislation, BOI reporting, the “marathon” of new tax legislation, and more. Listen to the podcast episode or read the Q&A.
Features
SPONSORED REPORT
Agentic accounting has arrived: What’s hype and what’s real?
Artificial intelligence (AI) is moving beyond chatbots and into accounting workflows. A new generation of agentic AI tools can plan, execute, and adapt as they complete tasks, raising expectations for what automation can do inside firms and finance departments. What can agentic AI realistically do today and what challenges are there in its implementation? Find out in this Journal of Accountancy sponsored report.
