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According to the 2025 Association for Financial Professionals (AFP) Liquidity Survey , 61% of organizations identified safety as their foremost objective for short-term investments, significantly outpacing liquidity (35%) and yield (5%) as priorities. Even so, the emphasis on liquidity increased by five percentage points from the previous year, while the focus on yield remained stable.
Accounting platform Digits announced the launch of Digits Accounting Agents, which CEO Jeff Seibert said can outperform humans in terms of accuracy and speed.
From a Press Release dated June 3, 2025, New York, New York ThetaRay , a global leader in cognitive AI compliance for financial crime, and Spayce , a next-generation cross-border payments platform, have announced a strategic partnership to address evolving financial crime threats and enhance the security of international payments. The collaboration was unveiled at Money 20/20 and comes at a time when financial crime is becoming more sophisticated, with criminal networks operating with the comple
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Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant
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Traditional credit reports provide a valuable foundation, but they’re no longer enough on their own. Today’s business environment is far more complex and fast-moving than in the past. In this data-driven economy, risk assessment demands more than simply evaluating whether a customer will pay their bills. To truly understand and manage credit risk today, modern companies must look beyond the basics and leverage new technologies, alternative data, and broader information sources.
As we move into the summer of 2025, personalized client accounting services are becoming increasingly critical. Clients are no longer satisfied with one-size-fits-all solutions. They demand tailored services that address their specific needs and financial scenarios.
As we move into the summer of 2025, personalized client accounting services are becoming increasingly critical. Clients are no longer satisfied with one-size-fits-all solutions. They demand tailored services that address their specific needs and financial scenarios.
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Working too many hours just to make a profit preparing taxes? This guide will help you fix that. The post Tax Preparation Pricing Guide for Better Profits appeared first on Future Firm.
In our July’s QB Talks, we will examine Aero Workflow, FloQast, Jetpack, Monday.com, Trello, Uku, XBert, and Xenett. I’m happy to have Debra Kilsheimer back with me this month as we review this group of Workflow Apps.
You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.
While much attention has been paid to artificial intelligence in audit, bookkeeping and reporting, one of the most overlooked opportunities lies in tax credits and incentives.
By Stephanie Peterson, Advanced QuickBooks ProAdvisor | Superior Virtual Bookkeeping LLCIf your bookkeeping is behind, disorganized, or non-existent; you’re not alone. Many small business owners in Murrieta, Temecula, Menifee, and Wildomar are juggling everything on their own and falling behind on their books.Here’s the good news: You don’t have to keep stressing over spreadsheets, guessing your cash flow, or panicking during tax time.
Today, I’m excited to share the beta launch of our new navigation and homepage (previously called the dashboard) experience. This goes beyond a fresh new look and a change in name, it’s the new home of all your business key insights and actions. Built for you, with you, this beta is the next step towards a more intuitive and insights-rich Xero. Our goal is simple: empower you to see your business’s true performance at a glance and tackle the most important tasks, quicker.
Speaker: Jason Chester, Director, Product Management
In today’s manufacturing landscape, staying competitive means moving beyond reactive quality checks and toward real-time, data-driven process control. But what does true manufacturing process optimization look like—and why is it more urgent now than ever? Join Jason Chester in this new, thought-provoking session on how modern manufacturers are rethinking quality operations from the ground up.
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AI isn’t just a shortcut. It’s the stress test that shows where your system breaks. This piece unpacks how AI is accelerating both scale and failure, and what smart CROs are doing to stay ahead of the fallout. The post AI Didn’t Break Your GTM. It Just Made the Cracks Obvious. appeared first on The CRO Club.
The accounts payable (AP) function is evolving and AI is leading the charge. As finance teams face rising invoice volumes and expectations for speed and accuracy, AI-powered automation has shifted from a futuristic concept to the most practical solution. But for finance leaders, success isn’t just about selecting the right tools, it’s about implementing the right strategy.
Cybersecurity is no longer optional. If your business stores customer data, handles payments, or relies on digital systems, you’re already at risk. Hiring a full-time Chief Information Security Officer (CISO).
Plus, Microsoft's new take on Copilot, USB flashdrives seem to be on their way out, and seven other things that happened in technology this past month and how they'll impact your clients and your firm.
When you work in healthcare, your time is best spent where it matters most: caring for people. But for many healthcare practices, that mission is being held back by outdated systems, manual admin, and time-consuming compliance tasks. Thankfully, automation is changing that. From managing patient bookings and rostering staff to invoicing and reconciling payments, smart digital tools and software are giving healthcare providers the freedom to focus on delivering high-quality care while staying fin
Speakers at Woodard's Scaling New Heights conference in Orlando noted that while AI certainly can be complicated, even simple applications can have impressive results.
Nonprofits are under more pressure than ever to demonstrate financial accountability while continuing to expand their impact. Traditional budgeting models often fall short, reinforcing silos, limiting flexibility, and stalling growth. Enter collaborative budgeting: a dynamic, team-driven process that enables smarter resource allocation and builds financial resilience at scale.
Why Virtual Bookkeeping Is Taking Off in Murrieta, CAMurrieta is a growing hub for small businesses, entrepreneurs, and service-based professionals. From real estate agents to law firms and independent contractors, one thing many local businesses have in common is the need for accurate, reliable, and cost-effective bookkeeping. That’s where virtual bookkeeping comes in.
As remote work has become the norm, video conferencing platforms like Zoom have transformed the way we meet and connect from a distance. Whether you’re leading a team brainstorming session or catching up with friends, video calls have become second nature for many of us. However, there is always more to learn about Zoom, as. The post Using Zoom AI Companion: Pro Tips to Save Time & Work Smarter appeared first on Fit Small Business.
Silicon Valley leaders are throwing their weight behind the tech industry's drive to use Trump's tax bill to sweep away state regulations on artificial intelligence.
Automating time-consuming manual tasks can save your firm hundreds of hours–and thousands of dollars. But it can also have longer-lasting benefits, like helping you attract and retain the next generation of CPAs, and we don’t need to tell you how important that is amid the current generational staffing crisis in the tax and accounting profession. You'll want to save your seat for this new webinar with industry expert Joe Wroblewski, where we'll explore how to: Maximize ROI with Cost-Effective Te
Watch: Smarter Spending & Budget Control with Advanced AP Automation for Charities Fill in the form to access the on-demand recording of our webinar session looking specifically at how UK Charities are saving time and money with smarter AP automation. Name Work Email Address Job Title Watch the video Watch: Smarter Spending & Budget Control with Advanced AP Automation for Charities The post Empowering Resilience: How Charity Leaders Foster Financial Strength first appeared on Compleat So
Regardless of how a firm ultimately implements AI, Kim Petro, a practice advancement coach from Woodard, stressed the importance of doing so ethically.
Xero Limited has today announced it has entered into a binding agreement to acquire 100% of Melio Limited and its associated entities (collectively Melio).
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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
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