Kurt Kunselman, COO & Product Architect at AccountingSuite shares his perspective on the product road map. As the continual need to analyze data grows, AI and ML are in the reactive phase and cloud customization and extensions are the next phase of accounting technology.
Listen as Rafael Skovron, Enterprise Account Director with Xero, shares thoughts on machine learning, the latest breakthroughs in AI and what they mean for client accounting services. How general automation platforms stack up against robotic process automation. Get insight on how firms can identify a technology partner that can de-risk projects across service lines.
Listen as Michelle Voyer, CPA MBA, Director of Client Accounting Services with XCM® Solutions, now a part of Wolters Kluwer Tax & Accounting, shares her insights on the right mix of three key areas: people, process and technology. The centralization of information and guidance that is taking place to help staff be more productive is transforming the CAS workflow to help firms better manage processes and focus on growth.
Listen as Todd Robinson, Head of Strategic Accounts with Vic.ai, shares what accountants need to know about artificial intelligence (AI) and machine learning (ML) and why it’s more important than ever to embrace that technology today. Some questions Todd puts forth: “What is your firm’s AI strategy? What will you use it to solve? How will it benefit your people? How can you better leverage it? How are you going to continue to grow and scale your business with AI?” All relevant questions as the shift to remote work continues to evolve.
Join Brian Suthoff, CEO and Co-founder of Tally Street, a 2020 cohort Accelerator Program participant, as he discusses the value of the customer insights hiding in accounting of data. Many years ago, Marc Andreessen stated “software is eating the world.’ Brian shares how smart software (with AI and ML under the hood) can help CPAs multiply the value of accounting data by discovering and using the customer stories buried in that goldmine. The first step is to help clients ask the right questions. “The tools are there, just get started.”
Ed Kless, Sr. Director, Partner Development and Strategy with Sage, joins us today to share his perspective with the Digital CPA community on innovation and technology. “All change begins with shifts in language.” Rather than using the word ‘client,’ we should focus on the ‘customer’ within the CPA profession. Instead of just compliance you have to give advice. He advises us to become more predictive and peer into the future, rather than getting lost in the data. Become 80% confident and move.
Cathrine Andersen, CEO of Roger, shares her perspective on workflow management. Client expectations and realities are changing. There has to be collaboration between software venders, firms and automation. We are on the edge of what is possible.