Insights
Insights
Notes from our accountants and engineers on putting AI to work in a finance department: the company brain, the agents built on it, audits, transactions and Salesforce. We write about what we do on the job.
Featured insight
Beyond the 9-to-5: Fractional Hiring is Redefining the Workplace
Fractional hiring lets companies bring in skilled professionals part time or by project. Why it is growing, and what it offers companies and professionals.
Read moreLatest insights
- Finance transformation
Branding: Your Secret Weapon for Business Success (and How to Overcome the Challenges)
Inconsistent messaging, weak differentiation, and outdated branding hold businesses back. Three common branding challenges and how to work through them.
- Finance transformation
Digital Transformation: Your Roadmap to a Thriving Future
What digital transformation is, how it helps a business, and five steps to get started: set goals, assess, plan, start small, and build culture.
- Accounting and finance
Faster Matching Won't Fix a Slow Bank Reconciliation
Matching is the quick part of a bank reconciliation. The delay sits in the waiting around it. Measure touch time against elapsed time before you buy a tool.
- Accounting and finance
Future-Proofing Your Business: Embracing Digital Transformation for Long-Term Success
Why digital transformation is no longer optional, how it helps a business adapt, and five steps to begin: vision, assessment, roadmap, buy-in, and iteration.
- Finance transformation
Harnessing Generative AI: A Strategic Imperative for Business Success
Generative AI needs more than new software. A look at the organizational, talent, partnership, and creativity questions leaders face as they adopt it.
- Finance transformation
Lean Digital Transformation: Your Startup's Secret Weapon for Outsized Growth
Startups can pursue digital transformation on a budget. How lean principles, cloud tools, and small pilots help a young company grow without overspending.
- Accounting and finance
Reimagine Your Close: A Blueprint for Digital Transformation in Finance
Small tweaks rarely fix a slow financial close. Why finance teams should redesign the close process with automation, AI, and real-time data, and how to start.
- Salesforce
Salesforce Success: A Human-Centric Best Practice Checklist
A checklist for Salesforce success that starts with people: discovery, change management, executive alignment, an action plan, talent, priorities, and testing.
- Accounting and finance
Scaling Up? Don't Let Financial Chaos Hold You Back
A CFO guide to building financial processes in a high-growth tech company: document processes, strengthen controls, communicate policies, and plan for scale.
- Finance transformation
Stop Wasting Time on the Wrong Leads: How Conversational AI Can Revolutionize Your Sales Process
Manual lead qualification costs sales teams time. How a conversational AI chatbot can engage prospects, qualify them and hand good leads over.
- Technical accounting
Why Your Company Needs a Technical Accountant: Navigating the Complexities of Modern Finance
What a technical accountant does, why growing companies need one, and when: complex transactions, IPO preparation, multiple entities, and new standards.
See where you stand.
Take the free GAAPx Score, then pick the first process to take on.