Taxfyle Launches Plan, an AI-Native Tax Strategy Platform Built to Streamline RIA Tax Planning Workflow
Plan transforms tax planning from a manual, time-intensive process into an AI-driven workflow. ... Read More
robert gatewood
Pilot Says New AI Accounting Platform Meridian Runs Monthly Close From Start to Finish
According to the San Francisco-based company, Meridian fully closes the books end-to-end according to each firm’s accounting policies and each ... Read More
Zuora Expands Zuora AI with New Agents for Finance Teams
Zuora, a monetization platform for businesses, has launched a new set of Zuora AI agents as the platform expands into ... Read More
AICPA Survey Cites Change Management for Technology and AI as Top Long-Term Issue Facing Accounting Firms
Managing change due to technology and AI came in No. 1. Staff retention came in at No. 3. ... Read More