
GM, !
Latest in Accounting AI
Manage Audits from Your Phone? Yep, It's Here!
AI's Taking Over Open Enrollment...Are You Ready?
AI Applications
1. ⚡ Canvas Score automates client review requests and referral tracking campaigns to help accounting firms build a predictable pipeline and reduce their overreliance on traditional networking.
2. ⚡ Slides AI turns your narrative or Excel/QuickBooks data into professional client dashboards or board-packs so you spend less time creating and more time advising.
3. ⚡ Connecteam manages staff schedules and GPS-verified time tracking to automate payroll timesheets and ensure accurate job costing for profitable client service delivery.
4. 🤝 Ignition automates proposals, contracts, and upfront payment collection with AI pricing insights to eliminate accounts receivable and successfully package profitable advisory services.
5. 👥 Recruitment Intelligence automates candidate sourcing and screening with AI-driven assistants to help firm owners hire top talent faster and solve capacity crunches during peak deadlines.
6. 👥 Trainual standardizes onboarding and procedure documentation, reducing training time for new staff and upskilling juniors while maintaining consistent quality across small accounting firms.
