Accounting Today

DECEMBER 22, 2022

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Auditing 351

Auditing Accounting Accounting Bookkeeping 351

Accounting Today

AUGUST 6, 2024

TaxDome announced the release of TaxDome AI, meant to facilitate document management tasks.

Tax 182

Tax 182

Accounting Today

DECEMBER 26, 2024

The Internal Revenue Service's program for destroying sensitive paper documents needs to be improved after inspectors found many documents easily accessible.

Tax 162

Tax 162

Accounting Today

AUGUST 22, 2023

You got your taxes filed by the skin of your teeth last year and before. But what if you're audited? What if you need a loan? Are you ready?

Auditing 246

Auditing Tax 246

Xero

OCTOBER 28, 2022

Here, Andy shares why he’s passionate about staying up to date with the latest tools and gadgets, and how he makes the most of document packs in his practice — a secure solution within Xero HQ that helps you easily collate, send and e-sign documents. Andy now uses document packs whenever he needs to share a document.

XERO 181

XERO Tax Computation Accounting 181

Nanonets

SEPTEMBER 20, 2024

Picture this - you’re drowning in a sea of PDFs, spreadsheets, and scanned documents, searching for that one piece of data trapped somewhere in a complex table. Table extraction refers to the process of identifying, and extracting structured data from tables embedded within documents.

Computation 135

Computation Financial Reporting Invoicing Financial Analysis 135

Accounting Today

DECEMBER 15, 2023

Under Development; lack of security; CI at work; and other highlights of recent tax cases.

Tax 182

Tax 182

Accounting Today

AUGUST 16, 2024

The company continued to use a controversial sales strategy to meet financial targets after promising it would stop.

Accounting 182

Accounting Accounting Corporate Finance 182

Accounting Today

SEPTEMBER 17, 2022

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Auditing 246

Auditing Accounting Accounting 246

Nanonets

AUGUST 26, 2024

  In this era of information overload, document classification is of considerable importance for the efficient management and use of information and knowledge.      In this article, we will look at the types of document classification and how ML techniques are being increasingly used for this purpose.

Computation 97

Computation Customer Service Purchase Order Invoicing 97

Accounting Today

AUGUST 1, 2024

OneStream announced the rebrand of OneStream Suite to OneStream One, which now features the new Next Gen Gather AI solution to help professionals gather client documents.

306

306

LedgerDocs

JUNE 14, 2024

Digitizing bookkeeping documents has become necessary to keep up with modern business document filing standards, however the journey from paper to pixels can be a challenging one. Our platform offers several ways to digitize and upload documents. The Solution: LedgerDocs is a secure place to store your financial documents.

Bookkeeping 105

Bookkeeping Data Entry Record Keeping Accounting Software 105

Nanonets

AUGUST 27, 2024

Whether it's analyzing customer feedback, extracting key information from legal documents, or parsing web content, efficient data extraction can provide valuable insights and streamline operations. This approach ensures reliable text extraction from documents that are difficult to process otherwise.

Invoicing 95

Invoicing Financial Reporting 95

Accounting Today

MAY 6, 2024

Accounting firms that have embraced artificial intelligence are primarily using it to analyze documents, automate tasks and bolster client communication.

Accounting 328

Accounting Accounting 328

Nanonets

DECEMBER 11, 2023

Healthcare document management systems play a crucial role in the modern healthcare landscape by streamlining and enhancing the management of patient records, administrative documents, and medical data. What is Healthcare Document Management? What is Healthcare Document Management?

Billing 98

Billing Computation Financial Records 98

Accounting Today

AUGUST 6, 2024

The document includes the top priorities outlined by investors.

Financial Reporting 317

Financial Reporting Accounting Accounting 317

Accounting Today

JUNE 7, 2024

While the Internal Revenue Service has managed to reduce its backlog of unprocessed tax returns since the pandemic, one area where it's losing ground is in processing all the documentation for tax adjustments.

Tax 328

Tax 328

Accounting Tools

OCTOBER 19, 2024

What is a Source Document? A source document is the original document that contains the details of a business transaction. A source document captures the key information about a transaction, such as the names of the parties involved, amounts paid (if any), the date, and the substance of the transaction.

Purchase Order 75

Purchase Order Deposits Auditing Expense Reports 75

LedgerDocs

SEPTEMBER 20, 2023

The efficiency in organizing financial documents, such as tax records, invoices, receipts, bank statements, and reports can make a significant difference on their own efficiency and success and the organization’s compliance. Canadians are required to store documents relating to their tax return for at least 6 years incase of an audit.

Data Entry 106

Data Entry Invoicing Bookkeeping Financial Reporting 106

Accounting Today

JUNE 26, 2024

Logan Graf is documenting his accounting firm's journey to eliminating busy season on his YouTube channel.

Accounting 306

Accounting Accounting 306

Accounting Today

OCTOBER 23, 2024

The Public Company Accounting Oversight Board posted a practice aid, comparison document and webinar related to the implementation of QC 1000.

Accounting 303

Accounting Accounting Auditing 303

Accounting Today

SEPTEMBER 26, 2023

In the context of accounts payable, generative AI can create text-based documents, such as invoices or purchase orders, by analyzing patterns and information from historical data.

Purchase Order 318

Purchase Order Accounts Payable Accounts Payable Accounting 318

Xero

JUNE 16, 2022

ApprovalMax streamlines financial document workflows, meaning you no longer have to send hundreds of emails to get approvals. Deputy Employee Onboarding supports the onboarding of new hires within a day with all documents securely stored within the app. So, how can you make this better in FY23?

XERO 299

XERO Collections Purchase Order Budgeting 299

Accounting Today

DECEMBER 23, 2024

A Washington, DC tax accountant pleaded guilty for submitting falsified documents in his application for a $1.4 million purchase loan, which he later received.

Tax 264

Tax Accounting Accounting 264

Xero

NOVEMBER 15, 2022

Today, we’re excited to share that Hubdoc will now use machine learning to identify when a document may be a credit note and flag it to you for review. Previously, Hubdoc could not automatically differentiate between a credit note and other types of documents. How credit note detection works. Here’s how it works.

XERO 246

XERO QuickBooks Billing Reconciling 246

Accounting Today

AUGUST 1, 2024

SafeSend announced the rebrand of SafeSend Suite to SafeSend One, which now features the new Next Gen Gather AI solution to help professionals gather client documents.

203

203

Nanonets

NOVEMBER 5, 2024

DocuClipper is an OCR-powered financial document processing tool that converts bank statements, credit card statements, invoices, receipts, and brokerage statements into Excel, CSV, or accounting software-ready formats. Hubdoc Automated document fetching & archiving No Yes Automated fetching, Xero integration Xero/QBO users 4.3

Data Entry 52

Data Entry XERO Accounting Software QuickBooks 52

Accounting Today

SEPTEMBER 12, 2024

Thomson Reuters unveiled its AI-powered Audit Intelligence suite, and its first solution, Audit Intelligence Analyze, to identify anomalies and generate documentation.

Auditing 238

Auditing 238

Accounting Today

JULY 6, 2023

Having a document that clarifies the work to be done keeps everyone on the same page — and out of court.

246

246

Accounting Today

AUGUST 11, 2023

Taxpayers who aren't under examination have a new option that promises to make it easier to request relief when they need to file international tax forms and documents past a deadline.

Tax 246

Tax 246

Nanonets

NOVEMBER 7, 2024

Klippa DocHorizon might be on your radar if you’re looking to automate your document processing. This AI-powered platform transforms your documents — from invoices and receipts to complex business forms — into usable data. What makes Klippa stand out is its comprehensive approach to document automation.

Purchase Order 52

Purchase Order AP Accounts Payable Accounts Payable 52

Nanonets

NOVEMBER 19, 2024

While Sensible offers robust document processing capabilities, it’s not always the best fit for every business.  While Sensible is a strong contender in the document processing space, it has limitations. 2 Nanonets Customizable workflows with complex unstructured documents Medium to large businesses 4.8

Purchase Order 52

Purchase Order Data Entry Invoicing XERO 52

Accounting Today

JUNE 28, 2024

Plus, Solix Technologies touts enterprise-grade document management on a budget; and other accounting technology news.

Budgeting 173

Budgeting Accounting Accounting Payroll 173

Accounting Today

JANUARY 8, 2025

IRIS expanded its IRIS Firm Management solution with enhanced document management capacities. It has also introduced a centralized Customer Success function.

147

147

Xero

JULY 21, 2022

Coming soon: Document packs. You know all too well how vital it is to collect approval signatures from clients on financial statements, tax returns, and other key documents to keep work flowing and meet deadlines. Today, Xerocon attendees were treated to a sneak peek of our new document packs feature, coming soon to Xero HQ. .

XERO 220

XERO Bookkeeping Financial Statements Tax 220

Accounting Today

AUGUST 28, 2024

The document will be available for comment on the International Financial Reporting Standards website.

Financial Reporting 195

Financial Reporting 195

LedgerDocs

NOVEMBER 28, 2024

Managing bookkeeping documents can feel like an uphill battle, especially when it comes to collecting documents, receipts, invoices and bank statements from your clients. This is where our document management system for accountants and bookkeepers comes in.

Collections 52

Collections Data Entry Bookkeeping QuickBooks 52