CPA Practice

DECEMBER 12, 2023

Known as “Books to Tax,” QuickBooks flows directly into ProConnect Tax to auto-populate a client’s tax return, streamlining the process and avoiding manual data entry. Pull client’s data straight from the IRS into ProConnect Tax, with the IRS transcripts feature to complete fast, accurate returns with less client back and forth.

quickbooks 110

quickbooks Tax tax return Technology 110

CPA Practice

OCTOBER 19, 2023

AuditBoard , a provider of cloud-based platform transforming audit, risk, compliance, and ESG management has added new capabilities purpose-built to enable teams to automate critical workflows, surface key strategic insights, and stay on top of proliferating risks.

audit 103

audit Technology B2B California 103

CPA Practice

OCTOBER 30, 2023

AuditBoard , a provider of cloud-based platform transforming audit, risk, compliance, and ESG management has added new capabilities purpose-built to enable teams to automate critical workflows, surface key strategic insights, and stay on top of proliferating risks.

audit 98

audit Technology B2B California 98

CPA Practice

MARCH 14, 2024

AuditBoard and KPMG customers in common can leverage innovative capabilities such as AuditBoard AI — which is uniquely powered by a unified data core across audit, risk, and compliance — to elevate internal audit teams with relevant insights, intelligent suggestions, and powerful automations.

audit 105

audit Technology B2B Tax 105

Patriot Software

AUGUST 31, 2022

Canton, OH Patriot Software, an accounting and payroll software provider for American businesses and accountants, stands out in SoftwareReviews’ 2022 Emotional FootPrint awards after ranking first in key categories like “Business Value Created,” “Vendor Support,” and more.

payroll 97

payroll Account accountant accounted 97

Airbase

NOVEMBER 1, 2023

To maintain financial stability and drive strategic growth, organizations must optimize spending and have accurate financial data to inform decisions. With numerous cost categories, complex approval processes, and the need for accurate recordkeeping, it’s often difficult to maintain control and visibility over all spend.

Expense Management 130

Expense Management Technology NetSuite Spend Management 130

Airbase

NOVEMBER 1, 2023

To maintain financial stability and drive strategic growth, organizations must optimize spending and have accurate financial data to inform decisions. With numerous cost categories, complex approval processes, and the need for accurate recordkeeping, it’s often difficult to maintain control and visibility over all spend.

Expense Management 130

Expense Management Technology NetSuite Approval Workflows 130

Acterys

FEBRUARY 14, 2023

As the amount of data increases, organizations want to invest in a complete planning solution that can connect to multiple data sources, extract, and optimize data models, and offer accurate demand forecasts that can help manage optimal inventory levels. Price analysis across the supply chain. Top-down cost saving analysis.

Technology 130

Technology Start-ups Manufacturing Finance 130

Airbase

DECEMBER 5, 2023

Here’s an overview of each category: Monthly expense reports: Purpose: These reports capture all expenses incurred by employees over a one-month period. Benefits: Offers insights into the total cost of long-term projects and helps manage cash flow over an extended timeline. Types of expense reports. Misclassifying expenses.

Approval Workflows 130

Approval Workflows Expense Management Entertainment Technology 130

Airbase

AUGUST 2, 2023

Once you begin tracking SUM, you can break out what you manage into different categories based on your needs. Spend data, patterns, supplier performance, and so on become much easier to identify and track. Tools like Airbase make tracking this KPI and getting those insights possible. Visibility is the golden key to optimal SUM.

Spend Management 130

Spend Management Spend Management Tools Spend Management System accounts payable 130

CPA Practice

APRIL 15, 2024

In response to these cost challenges and trends, CFOs are turning to automation, data analytics and artificial intelligence (AI) to enhance efficiency. According to the Q1 2024 CFO survey, 52% of finance leaders expect to increase spending in these areas — the highest response for this category since the first quarter of 2021.

Real Estate 111

Real Estate Technology E-commerce Finance 111

CPA Practice

MARCH 28, 2024

Leading categories for test runs include sales and marketing, IT and risk management, core business operations, and finance and strategy. Half of those polled, however, said they haven’t begun to consider use of the tools yet.

accounting and finance 69

accounting and finance Finance public accounting Gaming 69

Airbase

NOVEMBER 29, 2023

Arm yourself with stats — did you know our survey found that a shocking 44% of large finance teams’ time is spent on manual tasks that could be automated, like manual data entry and invoice matching? Taking the time to declutter your data during this onboarding process will pay off in the long run.

AP Automation 130

AP Automation Technology accounts payable AP Processes 130

Accounting Insight

OCTOBER 13, 2023

The newest entrants to the market will be recognised as part of the Student of the Year category and new Practice of the Year. Finalists in this category include Acey Bookkeeping, Excelerate Bookkeeping and Business Services and Ladies of Ledger – all innovating practices that have been created in the last 18 months.

bookkeeping 59

bookkeeping bookkeeping software Tax Account 59

CPA Practice

MARCH 12, 2024

This has definitely made analyzing our eNPS data faster,” said Andreea Dumitrescu, HR Manager at Progressive Automations. Seeing everything at a glance with categories and topics has been so helpful, I love it!”

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Snyder

APRIL 4, 2023

Each year GetApp, an online review resource businesses can use to make smart decisions about software, reviews leaders in a variety of business software categories and puts together a list of the best in the industry. By providing customized and data-driven recommendations, GetApp empowers SMBs to achieve their goals.

accounting software 52

accounting software Account accountant accounted 52

CPA Practice

MARCH 20, 2024

AuditBoard and KPMG customers in common can leverage innovative capabilities such as AuditBoard AI — which is uniquely powered by a unified data core across audit, risk, and compliance — to elevate internal audit teams with relevant insights, intelligent suggestions, and powerful automations.

audit 52

audit Technology B2B Tax 52

Acterys

NOVEMBER 27, 2023

For FP&A teams to be most effective, they need powerful, easy-to-use tools that help them quickly analyze data, create financial reports and distribute that information among stakeholders. The report typically includes information such as total revenue, revenue by product or service, total expenses and expenses by category.

financial statements 130

financial statements accounting and finance Sales accounting software 130

Acterys

FEBRUARY 22, 2023

They monitor past data, understand the present financial position, and prepare for the future accordingly. They are responsible for supporting the financial planning and decision-making processes of an organization through data analysis and reporting. FP&A teams play a key role in ensuring the financial stability of a business.

financial statements 130

financial statements accounting and finance Sales Finance 130

Accounting Insight

NOVEMBER 13, 2023

Automation Software automation has been around in accounting for a while now, able to automatically log transactions and pull data from bank accounts, receipts, invoices and similar. But despite automation being a standard accounting software capability, data input can – believe it or not – still often be a manual process.

Account 69

Account accountant accounted Technology 69

CPA Practice

SEPTEMBER 1, 2023

a financial management app for expenses and corporate cards, has announced the release of enhanced insights and custom reporting functionality, built with expert input from top accounting leaders. Expensify , Inc., Even better, our Account Managers are standing by to help with everything from basic questions to best practices,” says Barrett.

account management 52

account management accounting manager Account accountant 52

Acterys

MARCH 24, 2022

A recent study shows that CPOs and Chief Supply Chain Officers are aware that a professional procurement performance management tool provides valuable insights into business strategy problems and supply chain issues. The Role of Modern Power BI Procurement Planning Solutions. Blending Sales Forecasts with Procurement Demand.

Finance 130

Finance Sales Start-ups 130

Airbase

MARCH 31, 2023

We’re particularly proud of our great Satisfaction rankings, not just in Spend Management, but also in other categories like AP Automation and Expense Management. With their highly respected Grid Reports, G2 creates easily understood visual representations of high volumes of data. Satisfaction across categories.

AP Automation 130

AP Automation Spend Management Spend Management Platform Approval Workflows 130

MineralTree

NOVEMBER 16, 2023

By assessing your cash inflows and outflows, you can gain valuable insights into your organization’s financial health, helping you make informed decisions to sustain and scale your operations. The direct method presents the cash receipts and payments directly, offering more transparency but requiring more detailed data.

AP Automation 84

AP Automation accounting and finance Technology Finance 84

Cherry Bekaert

MAY 16, 2023

Throughout the RFP process, many vendors offered Application Programming Interfaces (APIs) or other integrations and data connectivity capabilities. In addition, companies should assess their existing cybersecurity protocols when dealing with related data and sharing it with third parties.

Account 98

Account accountant accounted accounting and finance 98

TaxConnex

DECEMBER 20, 2022

Other features of Shopify Tax: “Liability insights” to monitor stores’ sales and locations to compare sales into a specific state to that state’s sales tax thresholds. Automatic suggesting of categories for products and application of the most accurate tax rate for that product based on a customer’s local tax rules.

Sales 130

Sales Tax E-commerce tax accountant 130

Snyder

OCTOBER 7, 2022

This fall, Synder has been highlighted in several G2’s quarterly reports in the following categories: E-Commerce Data Integration; Accounts Receivable Automation; Payment Processing. We’re thrilled to be mentioned in these three categories and grateful for everyone who made it possible! Grid® Report. Relationship Index.

E-commerce 52

E-commerce accounting system Account accountant 52

Ronika Khanna CPA,CA

SEPTEMBER 1, 2023

As a confirmed excel nerd, there is something about large amounts of data that I am inextricably drawn towards. As an accountant and financial consultant , I am often presented with the task of organizing and analysing data into a format that allows for greater insight into my clients businesses. See below for more details.

accounting software 65

accounting software accounting and finance tax return Start-ups 65

CPA Practice

APRIL 4, 2023

billion in 2020, according to the annual survey released today by the National Retail Federation and Prosper Insights & Analytics. Spending is growing across several categories, and the top Easter items consumers say they are planning to purchase include candy ($3.3 billion in 2022 and the previous record high of $21.7

Retail 111

Retail Sales payroll 111

xendoo

NOVEMBER 19, 2021

You can then organize expenses by category and create reports to highlight trends in your company’s spending patterns. The QuickBooks app also allows you to scan your receipts and import this data into the system. You can later use this data to generate expense reports and track sales tax. Accepting online payments.

quickbooks 98

quickbooks bookkeeping bookkeeping services accounting and finance 98

CPA Practice

OCTOBER 30, 2023

It’s a term for tools that act a bit less like a computer and a bit more like a human being – one that can access invoice records in the blink of an eye, spots patterns in piles of data, and never forgets to show up to meetings. This intuitive interaction drastically reduces the time spent searching and allows for more nuanced data retrieval.

Finance 119

Finance Account accountant accounted 119

Xero

APRIL 13, 2023

Balance Sheet, Profit and Loss (Income Statement) and Budget Variance reports: We’ve added the ability to translate these reports into any currency enabled in your organisation, for a quick view of your financials in the currency of your choice Receivable and Payable Invoice Summary and Detail reports, and drilldowns from Income by Contact and Expenses (..)

general ledger 130

general ledger Start-ups Tax Sales 130

Snyder

FEBRUARY 9, 2023

A savvier solution is to use some analytical tools that will help you navigate numerous product categories and choose the best ones, scan your competitors and rank your listings higher. eBay Analytics is a combination of analytical tools that eBay sellers and buyers can use to get some valuable insights.

Sales 52

Sales E-commerce Non-Profits Maine 52

Menzies

DECEMBER 19, 2023

An ‘agile’ business uses this insight to focus and direct resources between their offerings, which will enable them to improve the overall performance , identify efficiencies within the business and contribute to short and long term strategic thinking. The post Is your profit data misleading you?

chartered accountant 52

chartered accountant Retail Maine accounting system 52

Acterys

JUNE 27, 2022

The goal is to provide global teams with market insights and a list of proven vendors, along with their key capabilities that are backed by user ratings. Users have rated the solution high in Financial Reporting and Overall Customer Satisfaction categories. Acterys’ Accomplishments – The BPM Survey Results.

NetSuite 130

NetSuite Maine Start-ups 130

CPA Practice

JANUARY 23, 2023

Many experts predict that the years ahead will be fueled by financial fraud investigations and a heightened emphasis on the ability to conduct due diligence and ensure clear financial insights. Additionally, visualization of data, helps expose important stories and connections in the material, quickly and at-a-glance.

audit 124

audit auditor forensic accounting Technology 124

Acterys

JANUARY 31, 2023

In a data-driven world, it is detrimental for a business to rely on guesses and assumptions about customer demand. Which product categories require safety stocks to prevent stockouts? Those insights can lead you to build personalized customer experiences and plans at different stages of the customer journey.

Manufacturing 130

Manufacturing Sales Maine Retail 130