AI for Accounting and Finance Blog

The AI Buyer’s Checklist: What Should Accounting AI Solve For?

Posted by Rachel Schwartz on Jul 21, 2020 2:47:29 PM

It’s 2020, and after possibly months or years of stalled digital transformation conversations and further delays due to COVID-19, your manager or one of your firm’s executives has finally given you the green light to start pursuing artificial intelligence (AI) and machine learning (ML) accounting solutions.

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Topics: Artificial Intelligence

[Podcast] Sage Intacct Best Practices with Sandy McClure of AcctTwo Shared Services

Posted by The AI in Accounting Podcast on Jul 15, 2020 7:30:00 AM

In this podcast episode, you’ll hear from Sandy McClure, Professional Services Manager at AcctTwo. Before joining AcctTwo in 2015, Sandy gained extensive experience implementing Sage Intacct at the multi-location megachurch she worked at in Charleston, South Carolina. And it was during this time that Sandy first met the AcctTwo team.

Headquartered in Houston, Texas, AcctTwo Shared Services focuses exclusively on the Sage Intacct platform. Through its cloud accounting software solutions, managed accounting services, and software development services, AcctTwo has been consistently recognized by Sage Intacct as its Partner of the Year for the past six years.

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Topics: Podcast, Sage Intacct

[Podcast] QuickBooks Online (QBO) Best Practices with David Bergstein of Intuit

Posted by The AI in Accounting Podcast on Jul 8, 2020 7:30:00 AM

As a self-proclaimed "Millennial in a Baby Boomer body," David Bergstein has a deep passion for using technology to make accounting easier.

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Topics: Podcast, QuickBooks Online

[Podcast] QuickBooks Online (QBO) Best Practices with Candy Bellau of Kramerica Business Solutions

Posted by The AI in Accounting Podcast on Jul 1, 2020 7:30:00 AM

How does someone who first learned accounting at age 14, on green ledger sheets, end up building a 100% virtual accounting practice on top of QuickBooks Online?

This podcast episode features Candy Bellau of Kramerica Business Solutions. 

You'll learn 

  • How Candy, a New York native, ended up in New Orleans
  • Why some of Intuit's best-intentioned suggestions need to be taken with a grain of salt and subject to human review
  • The big a-ha moment when Candy knew it made sense to move out of traditional office space and build Kramerica Business Solutions in the cloud
    (While QuickBooks Online certainly made this possible, it was the birth of Candy's daughter that provided the urgency. And now Kramerica Business Solutions can have clients everywhere. And it does!)
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Topics: Podcast, QuickBooks Online

[Podcast] Accounting Data Access Drives Client Advisory Relationships

Posted by The AI in Accounting Podcast on Jun 24, 2020 7:00:00 AM

How Chris Hervochon CPA CVA Elevates Client Relationships to a Higher Level with Cloud and Automation Technology

If you missed our recent podcast episode with Chris Hervochon of Chris Hervochon CPA CVA, you may not have heard his personal journey to how being focused on accounting automation led to his ability to drive value for small businesses.

Luckily, that’s where our blog recap comes in. Watch, listen, or read this episode, where’s podcast host Joshua Feinberg asked Chris to provide our audience with his favorite best practices and lessons learned. 

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Topics:, Podcast

The Secret to Happier Accounting Clients

Posted by Academy on Jun 17, 2020 3:30:00 PM

It’s an age-old question every business has faced: What will make your buyer return? If they do, what made them a happy customer? And can you do it again?

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Topics: Accounting, Artificial Intelligence

[Podcast] Getting Started with Accounting Technology is Half the Battle

Posted by The AI in Accounting Podcast on Jun 10, 2020 7:30:00 AM

Pete Potsos of Shares How to Turn Your Tech Stack Vendors into Trusted Partners

If you’re tasked with helping your clients pay their invoices, you’re probably very familiar with, one of the leading cloud-based business payment platforms.’s Pete Potsos, Strategic Account Manager and Client Accounting Services Strategic Advisor, recently joined our podcast with’s host Joshua Feinberg to review the initial steps all accounting firms need to take when they begin automating their clients’ accounts payable.  

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Topics:, Podcast

Accountant Recruitment 101: AI is the Building Block to a Better Team

Posted by Academy on Jun 3, 2020 3:30:00 PM

Competitive battles are no longer going to be fought with the ordinary tools and apps we've depended on for decades.

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Topics: Accounting, Artificial Intelligence

[Podcast] How Outsourced Accounting Firm Uses Technology to Grow Its Business

Posted by The AI in Accounting Podcast on May 27, 2020 8:30:00 AM

Fringe Advisory Uses Accounting Automation to Transform Their Practice From Transactional to Strategic

Fringe Advisory is the home of technology-focused accountants who are comfortable using artificial intelligence (AI) and machine learning (ML) in their outsourced accounting work. In short, they shun doing the “same old, same old.”

Joshua Feinberg sat down with Aaron Berson and Bella Hobbel, co-founders of Fringe Advisory, to discuss why change in the accounting profession is so hard and tips on how to leverage technologies like and AI to make outsourced accounting more seamless for your clients’ workflows.

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Topics:, Podcast

Why Automating Your Accounting Workflow is Just Like Adding an Assistant to Your Team

Posted by Academy on May 20, 2020 7:30:00 AM

Is Your Accounting Workflow Painful or Delightful? (Probably Not the Latter!)

In our recent webinar, The Future of Outsourced Accounting and Accounting Technology,” attendees were asked to describe the nature of their daily workflows. Were they fully automated? Were they painstakingly manual? 

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