CPA Practice

APRIL 15, 2024

Managing expectations and incremental implementation As we know, AI is a broad term encompassing various components, and in relevance to accounting, it includes cognitive and machine learning, as demonstrated by expense management solutions, financial data analytics tools, credit risk assessment software, and more.

CPA 122

CPA Technology accounting and finance cpas 122

CPA Practice

OCTOBER 16, 2024

The Professional Services Edition supports critical processes for firms where project-based accounting and resource management and optimization are essential for success. The company’s core offerings include resource management, CRM, project planning, scheduling, accounting and time and expense management.

Construction 110

Construction Expense Management Manufacturing Maine 110

CPA Practice

APRIL 20, 2024

Uncat, a provider of management systems for accounting professionals, has launched its new Uncat Receipts, a module designed to streamline expense management and enhance efficiency for accounting professionals and their clients. With Uncat Receipts, accounting professionals can reduce manual receipt entry and tedious paperwork.

Expense Management 52

Expense Management quickbooks bookkeeping accounting software 52

CPA Practice

SEPTEMBER 23, 2023

At its third annual Illuminate conference , Tipalti , the leading global finance automation platform, today announced the general availability of Tipalti Expenses , a comprehensive solution for automating and managing employee spending and reimbursements globally.

Expense Management 45

Expense Management Technology Finance Approval Workflows 45

CPA Practice

MARCH 21, 2024

SAP Concur held it’s Fusion 2024 conference in mid-March, and announced product developments and partnerships at the event. The new booking experience in Concur Travel launched last August , featuring a consumer-grade user experience with a streamlined booking and checkout process.

Expense Management 52

Expense Management Technology accounting and finance Spend Management 52

CPA Practice

OCTOBER 23, 2023

By Richard Corn, CPA. Spend & expense management solutions increase visibility into cash-flow, providing real-time data and identifying potential roadblocks before they happen. Accounting firms are continuously innovating, developing new offerings and finding new ways to stand out in a crowded field.

Technology 115

Technology audit Expense Management Control Spend 115

LyfeAccounting

OCTOBER 12, 2020

And a large portion of those businesses are opting for Virtual CPAs over local or even in-house CPAs. Why do you even need a CPA? What should you look for in a Virtual CPA? Okay, let’s start with defining what a CPA is. What is a CPA? Reasons Why Businesses Choose Virtual CPAs. Why go Virtual?

CPA 52

CPA cpas bookkeeping cpa firm 52

CPA Practice

SEPTEMBER 27, 2023

Data and insights from CAS—such as accounts payable, spend and expense management, and accounts receivable—are crucial for forecasting, identifying trends, and more. In addition, 61% of survey respondents offering CAS, accounts payable, and expense management say they could not offer the services they currently do without automation.

Technology 122

Technology accounting firms Gaming accounts payable 122

CPA Practice

FEBRUARY 6, 2025

The expense management platform has integrated with QuickBooks Desktop, allowing businesses to manage and sync expenses with QuickBooks, which eliminates manual data entry and reconciliation.

quickbooks 108

quickbooks Expense Management accountant accounted 108

CPA Practice

SEPTEMBER 6, 2023

From the advent of first-to-market generative AI systems like ChatGPT, to highly specialized, accounting-focused systems, proponents of AI are fervent in their belief that the technologies will dramatically improve client services, firm management, small business accounting and many other areas of operations.

Technology 122

Technology accounting and finance Tax CPA 122

CPA Practice

FEBRUARY 23, 2024

Automated financial technology can help firms prioritize incentives that will help them secure and keep the CPA-certified professionals they need to succeed. This provides critical upskilling for current accounting teams and can help CPA candidates prepare for changes in the upcoming 2024 CPA licensing exam.

Technology 75

Technology cpas CPA public accounting 75

CPA Practice

JULY 17, 2024

The GARY bookkeeper is built on the Docyt AI SaaS platform which integrates workflows, such as expense management, revenue accounting, industry vertical reporting, and financial reporting of key KPIs.

bookkeeping 110

bookkeeping Technology quickbooks Expense Management 110

LyfeAccounting

JUNE 4, 2021

And it wasn’t due to poor budgeting or expense management. The post How to Pay Yourself As An LLC – CPA Explains the #1 Method appeared first on Small Business Accounting & Finance Blog. They were consciously re-investing into their business. Check out our tax planning and tax preparation services here.

CPA 52

CPA income tax Tax accounting and finance 52

CPA Practice

AUGUST 26, 2024

Chief among the uses for automation in accounting are functions like accounts payable, accounts receivable, and spend & expense management. It can also simplify vendor management and purchase order matching, which significantly reduces manual data entry and expedites the entire payables process.

Technology 115

Technology accountant accounted Account 115

CPA Practice

MAY 19, 2023

Automated Data Entry and Expense Management Automation tools like Dext Prepare , Expensify , Zoho Expense , and Hubdoc leverage optical character recognition (OCR) technology to streamline data entry and expense management.

Technology 130

Technology accounting firms payroll audit 130

CPA Practice

FEBRUARY 16, 2023

“We urge Congress to ease the confusion and stress by immediately extending the expensing provision related to section 174 and consider the other tax provisions that have recently expired or will expire in 2023,” said AICPA President & CEO Barry Melancon, CPA, CGMA. “It

Tax 105

Tax cpas accounting and finance CPA 105

CPA Practice

SEPTEMBER 7, 2023

Divvy, the spending and expense management system, has been renamed as BILL Spend & Expense. Now, we are making it easier to access both AP and AR as well as spend and expense management with a single brand and website,” the company said in a statement. The Divvy system was acquired by BILL in May, 2021.

Accounts Payable Automation 59

Accounts Payable Automation accounts payable Expense Management AP Processes 59

CPA Practice

APRIL 13, 2023

In addition to Employee Self-Service and Manager on-the-Go, Global HCM provides Applicant Tracking, Ask Here, Benefits Administration, Beti functionality, Clue, Compensation Management, Direct Data Exchange, Documents and Checklists, Expense Management, Government and Compliance, Onboarding, Paycom Learning, Paycom Surveys, Performance Management, (..)

payroll 100

payroll Expense Management Government 100

PYMNTS

DECEMBER 11, 2018

A new survey from AppZen finds employees in the professional services industry, including accountants, financial advisors and lawyers, more frequently have their submitted expense reports rejected, reports in CPA Practice Advisor said Monday (Dec.

Expense Management 56

Expense Management audit accounting and finance CPA 56

Anders CPA

OCTOBER 21, 2024

When it comes to managing finances strategically, contingent-fee law firms face a diverse set of challenges compared to firms that use hourly or flat-rate billing. Schedule a Virtual CFO Consultation The post KPIs for Personal Injury Law Firms: A Data-Driven Approach to Growth appeared first on Anders CPA.

Non-Profits 52

Non-Profits Expense Management accounting and finance Legal 52

CPA Practice

MARCH 21, 2024

Fyle , an expense management platform that works with customers’ existing credit cards, announced the launch of its Conversational AI platform, where employees can submit expense receipts and other details via text messages. However, users still need to learn a new application while accountants tirelessly chase after receipts.

Expense Management 64

Expense Management accountant accounted Account 64

CPA Practice

OCTOBER 4, 2023

Given recent economic fluctuations, it’s understandable that many SMBs are looking for simple, efficient ways to better understand what is happening with their expenses. Cash flow is tight for many SMBs, and business owners need greater visibility into their cash flow to mitigate the impact of unexpected expenses.

Spend Management 59

Spend Management Expense Management accountant accounted 59

PYMNTS

DECEMBER 21, 2018

The bizarre notions and expensing call to mind recent findings, per a survey released this week from AppZen , showing that this vertical — which is comprised, at least in part, by accountants and financial advisors, among others — has expenses rejected most often upon their submission.

Expense Management 60

Expense Management CPA accountant accounted 60

PYMNTS

OCTOBER 8, 2019

Corporate expense management company Expensify is rolling out a commercial card product to augment its solution. Reports in CPA Practice Advisor said Monday (Oct. 7) that Expensify announced the Expensify Card, a corporate card for businesses of all sizes that is integrated with the Expensify platform.

Expense Management 43

Expense Management Spend Management Solutions accounts payable Spend Management 43

CPA Practice

NOVEMBER 6, 2023

In fact, nearly half (45%) of businesses identify opportunities for AI to enhance processes like payments, expense management, and analytics, according to IDC. Moreover, almost 62% of finance leaders agree that AI is crucial for managing unforeseen challenges.

Technology 121

Technology accounting and finance audit Finance 121

CPA Practice

DECEMBER 17, 2023

AP automation is a key strategy for many finance leaders In the survey, finance leaders ranked AP automation as their top digitization priority in the back office—ahead of Accounts Receivable (AR), expense management, close management, and forecasting.

AP Automation 132

AP Automation Finance AP Processes accounting and finance 132

Shay CPA

SEPTEMBER 11, 2024

Make expense management easier. Streamline organizing and validating financial records, e.g., matching invoices to purchase orders, grouping expenses into automated categories. If your team is small and you have a high level of trust, for example, expense management might be low-priority for you.

Technology 52

Technology accounting software accounting and finance NetSuite 52

CPA Practice

JUNE 28, 2023

Your practice can notch some easy wins by supporting clients with tools they most need for their technology stack.

Technology 118

Technology E-commerce quickbooks cpas 118

CPA Practice

MARCH 27, 2023

For example, if clients are struggling to wrangle in employee spend, then the spend management controls and approvals available within Divvy, a BILL spend and expense management solution, might be a good fit.

Tax 121

Tax Technology tax return Expense Management 121

CPA Practice

MAY 9, 2023

QuickBooks Online Accountant benefits professional accountants anywhere in the world – through the following set of features: Singular login and dashboard view of real-time and historic client data, current projects and deadlines; Automated transactions and specific rules classifying data, minimizing manual data entries and reducing risk of errors; (..)

quickbooks 111

quickbooks online accounting accountant accounted 111

CPA Practice

MARCH 5, 2024

For example, BILL’s integrated financial operations platform leverages automation for functions like invoice extraction and bill creation, duplicate invoice detection, and expense management automation. 90% of SMBs agree that automation is key to improving business efficiency.

Technology 115

Technology accounting and finance Expense Management Finance 115

CPA Practice

JANUARY 10, 2025

ABUKAI, a provider of expense management solutions, is offering people who have suffered from the January 2025 California wildfires a free one-year ABUKAI Individual Account.

California 52

California Expense Management accountant accounted 52

CPA Practice

DECEMBER 4, 2023

Harnessing the power of GenAI, transformation of practice areas, building capacity and a sharp focus on leadership and talent strategies are the key themes being discussed at this week’s 2023 Digital CPA conference, an event for forward-thinking accounting professionals.

audit 59

audit Technology accounting and finance Education 59

Withum

SEPTEMBER 23, 2024

This analysis goes beyond the basic financial statements to examine factors such as revenue recognition policies, key performance indicators, expense management, recent trends, and non-recurring or non-operational items.

Healthcare 59

Healthcare Sales accrual accounting NetSuite 59

Shay CPA

JUNE 14, 2023

Last summer, we talked about some best practices for a tech company’s expense policy. As it turns out, solid — and IRS-compliant — expense management means a lot more than cutting a check for the amount of the receipt your employee hands you. If you read it, it probably got your wheels turning.

Entertainment 59

Entertainment CPA Expense Management Legal 59

Shay CPA

JULY 3, 2024

To manage inventory, you’ll need a Plus plan, which rings in with a monthly total of $90. To get the full suite of QuickBooks Online services — including revenue recognition, employee expense management, workflow automation, and 24/7 support and training — you’ll need to opt for the $200-a-month Advanced plan.

accounting software 52

accounting software quickbooks accountant accounted 52

CPA Practice

FEBRUARY 2, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, CITP, CGMA review Hubdoc , an online tool that helps businesses and firms digitize and automate the management of financial documents, receipts and invoices, and import them into accounting systems. Use the player below to listen to the podcast.

Technology 52

Technology CPA accounting system Account 52