Month: September 2025

AI-related priorities rule the day as practice management software maker Karbon, has acquired Aider, an AI-powered advisory and reporting technology it recently integrated with. Aider is currently used by firms across the United States, Canada, Australia, and New Zealand for automating bookkeeping and advisory workflows like reconciliations and period close, while delivering real-time client insights… Continue reading Karbon Buys AI-Reporting Tool Aider

Perhaps it’s something your parents told you as a kid at mealtime, but the same idea applies for accountants that are thinking about making positive changes in their work. be it tech or otherwise. At this time of year when most accountants are at least remotely considering what improvements they can make to their professional… Continue reading Reminder: Take Small Bites

In case you missed it due to a bevy of news or just being head-down in tax season, practice management platform maker Aiwyn has bought the US payments business, aka PayNow and Connect, from QuickFee. According to their press release, QuickFee customers will continue to leverage their existing payment solutions while gaining access to Aiwyn’s… Continue reading Aiwyn Buys QuickFee’s US Payments Biz

Tabs, an AI-native revenue platform purpose-built for modern finance teams, has announced a $55 million Series B round led by Lightspeed Venture Partners, with participation from General Catalyst, Primary Venture Partners, and WiL (World Innovation Lab). Tabs’ total funding to date is now more than $91 million. The company has built AI agents to automate… Continue reading Tabs Raises $55M in Series B

To say that bookkeeping and finance platform Xero has been “busy” lately is a bit of an understatement, as between its recent NY roadshow and Xerocon mega-event in Brisbane, it unveiled a bevy of new features and partnerships. As would be expected, Xero is leaning more heavily into AI but also has enhancements coming around… Continue reading Xero Has Laundry List of Updates

I love case studies, especially when they are real, and it doesn’t get more real than doing one in front of a live audience. This was at Firm Growth Forum where I got to speak with representatives from Eisner Amper and Truewind about the decision to use the new platform and the results it bore.

In this video I did for Ace Cloud Hosting, I talked about my views on what accountants need to consider investing in right now. This isn’t financial; it’s more about their time, their tech, and themselves.