Tag: AI
-
How AI Helped a Mid-Sized Accounting Firm Cut Month-End Close Time by 40%
The month-end close has always been the accounting world’s ultimate endurance test. For Western & Co., a 45-person regional accounting firm, the process routinely spilled past 12 days each month. Their bottlenecks weren’t shocking: manual reconciliations, slow data gathering from clients, and staff spending hours combing through spreadsheets to find errors. By Q3, the leadership…
-
Using AI to Detect Fraud and Anomalies: A Real Case From an Internal Audit Team
Internal auditors are no strangers to detective work. But one healthcare organization’s audit team discovered how dramatically AI could improve their investigations—especially when the clues were buried in thousands of transactions. The Background A regional healthcare group was concerned about rising operating expenses, particularly in facilities management. Nothing seemed blatantly off, but leadership wanted a…
-
How AI Helped a Startup CFO Build Rolling Forecasts in Hours, Not Days
Startups move fast. Their finances do not. For Maria, a CFO of a growing SaaS company, forecasting had become a nightmare. Every month she rebuilt models, re-validated assumptions, and begged department heads for updates. The process took 20+ hours. But after implementing AI, forecasting became a two-hour task—accurate, dynamic, and always up-to-date. The Old Forecasting…
-
AI in Tax Accounting: How One Tax Team Cut Prep Time by 50%
Tax season is controlled chaos. But one corporate tax department discovered how AI could reduce their prep time—even with messy client data. The Real Issue The tax team at a construction company struggled with: How AI Helped They introduced: A Real Scenario A contractor submitted 400+ receipts in a shoebox—literally. The AI: What once took…
-
Ethics Link to Modern Finance
In finance, numbers are only half the story. Behind every spreadsheet, report, and audit lies something less visible but infinitely more powerful — trust. And trust begins with ethics. Why Ethics Still Matters in Modern Finance Ethics is often discussed in abstract terms — “doing the right thing,” “acting with integrity” — but in finance,…
Learn CPE - CPA CPE Courses 