Company News

Featured articles To Buy Divvy, for $2.5 Billion
Thursday, May 6, 2021

The boards of the two fintechs have approved the deal, which is expected to close by the end of’s first fiscal quarter ending Sept. 30.

As seen in
A primer on AI for accountants
Tuesday, December 10, 2019

Vinay Pai, senior vice president of engineering at, goes under the hood of artificial intelligence to explain what it is, what it does, and what it means for the profession.

The Top 100 Most Influential People in Accounting
Thursday, December 5, 2019

This much-anticipated and often-controversial listing identifies the thought leaders, change-makers, regulators and other leaders who are shaping the profession, and the issues that they face as they chart the future of accounting.

Solve client problems, grow revenue: The missed opportunity for accounting firms
Tuesday, October 15, 2019

Despite advances in technology, too many companies are still wasting time and money with manual bill pay and paper checks. Accounting firms are in a unique position to help these companies, but many firms fail to recognize that handling payments represents a prime opportunity to generate new revenue, offer a differentiated service and help clients save time.

Embracing AI creates opportunities for mid-market accounting teams
Wednesday, October 9, 2019

Memes aren’t the typical source for wisdom surrounding artificial intelligence, but one of the Internet’s new favorite memes gives us an effective AI-101. In the meme, people force a bot to watch thousands of hours of a TV show, only to have it spit out a script of nothing but stereotypical phrases stitched together. Voilà! A (very watered-down) explanation of AI....

The Top 25 Women Leaders In Financial Technology of 2019
Friday, September 27, 2019

The Financial Technology Report is proud to announce and celebrate the exceptional women who are playing leading roles at the companies shaping the financial technology sector. The awardees of 2019 were selected based on a detailed review of their professional background and career accomplishments. Their positions range from Presidents and COOs to VPs and CEOs. These...

Software Second Look:
Friday, August 2, 2019

Now this certainly isn’t the first time I have looked at In fact, we have probably written about this company and their software more than almost any other (with the exception of Intuit and QuickBooks) over the entire lifetime of Insightful Accountant. It seems that Renė Lacerte, the CEO of, and his team are...

Palo Alto Fintech Poaches PayPal Exec for Key Post
Wednesday, July 31, 2019

Palo Alto-based said that it hired Josh Goines as senior vice president of strategic partnerships, working with key partners that include Intuit and some of the nation’s largest financial institutions.

The Quickest Way To Get Clients Interested In CAS
Monday, July 29, 2019

It’s 3 p.m. on a Tuesday, and a staff member of my firm, MOD Ventures, approaches me. According to her, a client mentioned that he’s getting too busy to handle his multiple responsibilities at his small business. As an office manager, he takes care of everything from HR to business development to accounting and bookkeeping. Time is at a premium; it’s something he doesn...

3 Reasons Clients Fire Accountants (and What to Do)
Wednesday, June 12, 2019

The 2019 AICPA Engage conference covered a number of topics important to today's accounting profession, ranging from updates on complex tax rules to digital transformation. In addition to giving platforms to thought leaders who are spearheading changes, it also covered some basics, including how to make sure your clients don't fire you. debuts AI-enabled business payments platform
Monday, June 10, 2019

Payments automation provider has debuted a new business payments platform that leverages artificial intelligence for end-to-end financial workflow automation.’s Intelligent Business Payments Platform comes during a time when AI is fueling new accounting technology at breakneck speed, with tech having reached a stage of usability that makes it ripe for...