AI, apps and the modern firm tech stack.
Despite 98% of accountants using AI, only 21% have a formal strategy or policy in place, leading to inefficiencies. This article explores how firms can optimise AI use, highlighting the importance of structured SOPs and the strategic overlap between existing tech and innovative tools.
Twyla Verhelst · 24 June 2026
This article reveals how a chartered accountant, with no coding skills, successfully built 17 apps in a year by leveraging AI and simple planning techniques.
Mark Wickersham · 24 June 2026
Many accounting firms struggle with pricing, often undervaluing their services due to a lack of structured frameworks. This article highlights the importance of building a comprehensive pricing tool that incorporates context and team knowledge, ensuring accurate pricing that reflects true value.
Anderson Peter George · 24 June 2026
Creating proposals in Ignition can be streamlined dramatically using the new MCP, which connects AI like Claude to automate tasks in just minutes. This innovative approach not only saves time but also allows for conditional pricing updates without the manual hassle.
Ben Walker · 19 June 2026
From 1 July, firms must conduct AML risk assessments for clients, but traditional forms can be cumbersome. This article reveals how AI can streamline the process by generating assessments from recorded onboarding calls in just ninety seconds, enhancing efficiency and compliance.
Corey Cacic · 19 June 2026
The AI in Practice Summit offered 18 hours of transformative learning for Lorraine Ellison, a seasoned practice owner who found practical insights on leveraging AI tools for her firm. This free event challenged her expectations, reigniting her ambition to innovate rather than simply delegate.
The Firm · 19 June 2026
Kayley Perry's article highlights how AI, specifically Claude, is revolutionising the month-end close for a $20 million manufacturing business using NetSuite.
The Firm · 5 June 2026
Intuit's recent layoff of 3,000 employees raises concerns about the future of accounting roles in light of AI advancements. However, the cuts primarily affected middle management, not those directly involved in AI development.
The Firm · 5 June 2026
Xero has introduced XeroForce, a no-code agent builder for automating financial workflows, allowing accountants to streamline tasks using plain English.
The Firm · 5 June 2026
The accounting profession has historically focused on financial metrics while neglecting the crucial client conversations that drive relationships. With the emergence of vast data from client interactions, firms can uncover missed opportunities and respond proactively to client needs.
Trent Mclaren · 22 May 2026
Many accounting firms struggle with SaaS tools that create data silos, hindering productivity and workflow integration. The Xero case study on Shapes highlights the importance of asking the right questions before purchasing tools to ensure they support existing processes.
The Firm · 22 May 2026
Anthropic's recent release of ten AI agent templates includes five specifically tailored for accounting tasks, such as month-end closing and GL reconciliation.
The Firm · 5 May 2026
In a candid reflection, CPA Martin Kamenski highlights a critical issue in the accounting profession: the shift from relationship-building to mere deliverables.
The Firm · 4 May 2026
Copilot is improving productivity in accounting firms, but results vary based on how consistently it’s used. Firms that build it into daily workflows see stronger gains, while others see limited impact. The challenge is turning it from a tool into a routine.
Nick Ferguson · 1 May 2026
In the era of AI, accounting firms must prioritise creating a cohesive and manageable work environment over simply adding more tools.
Corinne Smith · 29 Apr 2026
Firm owners are taking control by creating their own tools to integrate with Karbon, eliminating the need for developers or custom software budgets. This trend highlights the ability to automate workflows and enhance reporting, allowing firms to address specific needs effectively.
The Firm · 29 Apr 2026
The introduction of the Model Context Protocol (MCP) by Ignition revolutionises proposal workflows by allowing AI assistants like Claude to interact seamlessly with software platforms.
Trent Mclaren · 29 Apr 2026
AI notetakers and meeting assistants are rapidly transforming the accounting landscape by capturing crucial client conversations and context that have historically been lost.
The Firm · 28 Apr 2026
Claude Cowork transforms how accounting firms interact with AI by minimising repetitive tasks through its connectors and skills. By linking to existing tools and automating workflows, it streamlines operations and enhances efficiency.
The Firm · 22 Apr 2026
A finance team successfully cut 40% of its operational costs without acquiring new tools by reengineering workflows and reallocating tasks between AI and humans.
The Firm · 15 Apr 2026
As AI transforms the accounting landscape, understanding its strategic fit within your firm is crucial. While many firms experiment with tools, a lack of clear direction can lead to fragmented adoption and increased complexity.
Peter Sacassan · 10 Apr 2026
The story of Jenesys AI, which recently shut down despite promising innovation in accounting technology, highlights the challenges of building AI tools in a complex environment.
The Firm · 9 Apr 2026
The concept of a self-healing ledger revolutionises traditional accounting workflows by integrating AI to detect and rectify discrepancies before the review stage.
Andrew Noble · 7 Apr 2026
Fragmented workflows in growing businesses can hinder efficiency, with multiple systems causing delays and duplicated efforts.
Dale Pearson · 7 Apr 2026