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Keeper App automates tax receipt organization for filers

Keeper Tax's receipt organizer app promises one-button automation for tax document management, positioning itself as essential for streamlined filing.

FinQuery names CMO, SVP after TA Associates investment

FinQuery, an AI-powered accounting automation platform, appoints Jacob Fabbri as CMO and Michael Gerson as SVP of Customer Success following majority investment from TA Associates to scale its inte...

Real estate finance teams gain efficiency by pairing ERP with AP automation

AvidXchange argues AP automation complements rather than replaces ERP systems for real estate accounting, addressing invoice processing and payment bottlenecks.

Accounting firms deploy AI tools to streamline audits and client work

Suralink outlines AI tools accounting firms are using to manage audits and client engagements, positioning multi-tool stacks as superior to single solutions.

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AI Meeting Assistant Vinyl Targets Accounting Firm Workflows

Vinyl co-founder Jordan Vickery discusses how AI meeting transcripts are solving accounting firm workflow problems, positioning AI assistants as an underexploited opportunity for practice management.

1 more from Jason On Firms Podcast

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