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Benchmarking Accuracy: Manual vs. Automated Bookkeeping

One of the most common debates in finance teams is whether to continue with manual bookkeeping or invest in automated […]

How Bookkeeping Software Ensures Compliance (SOX, GAAP)

For many organizations, bookkeeping software isn’t just about tracking expenses and revenue—it’s also about meeting strict compliance requirements. From Sarbanes-Oxley […]

Automating Recurring Invoicing with Zapier / Make / Power Automate

Recurring invoices are the backbone of subscription businesses, managed services, and retainers. Manually creating, sending, and tracking them across multiple […]

Building a Custom General Ledger Using Spreadsheets + APIs

Not every business is ready for a full accounting platform. With modern spreadsheets and a few APIs, you can assemble […]

Migrating from Legacy Systems to Cloud-Native Accounting Tools

Moving from legacy, on-premise accounting systems to cloud-native tools is more than an upgrade—it’s a controlled data and process migration. […]

Robotic Process Automation (RPA) in Accounting Workflows

Robotic Process Automation (RPA) has become a cornerstone of digital transformation in finance. By mimicking the actions of human users […]

Blockchain for Auditable General Ledgers

Blockchain technology is moving beyond cryptocurrency and finding practical applications in enterprise finance. One of the most promising areas is […]

Generative AI in Invoice Generation and Customer Follow-Ups

Generative AI is reshaping invoicing and customer communication, shifting from static templates to dynamic, context-aware messaging. From creating personalized invoices […]

AI-Embedded Bookkeeping Tools: Beyond the Basics

AI isn’t just a bolt-on for bookkeeping anymore—it’s increasingly the engine that drives categorization accuracy, faster closes, cleaner reconciliations, and […]

Outgrowing Quickbooks Demo

As your business evolves, so should your financial management software. This video provides an introduction to Sage Intacct cloud financials […]