Author name: Joe Manganelli

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What Are AI Agents?

If you’ve spent any time online lately, you’ve probably heard the buzz: AI agents are the future. Tech CEOs are talking about them. Tools are being rebranded around them. And headlines are throwing around terms like “autonomous workflows” and “self-driving back offices.” But what is an AI agent, really? And what does it mean for […]

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Tech Insights: AI in Accounting

AI Isn’t Coming for Accountants. It’s Already Here.

Why it’s time to rethink how our industry defines productivity and embraces technology. Let’s be honest, most accountants didn’t get into this line of work because we love chaos. We like order, structure and predictability. We like our checklists. Our processes. Our peace. So when a shift like artificial intelligence comes into the picture, it

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Product Analysis: Airtable

Product Analysis: Is Airtable a Fit for Finance and Accounting Teams?

In the evolving world of operations, Airtable has become a go-to tool for teams looking to build flexible internal workflows without writing code. But how well does it hold up in a financial or accounting environment? Let’s break it down. What is Airtable? Airtable is a hybrid between a spreadsheet and a database, designed for

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Product Analysis: HubSpot

Product Analysis: HubSpot

In this installment of our product analysis series, we spotlight HubSpot, a powerful all-in-one platform designed to help businesses grow through marketing, sales, customer service, and CRM tools. Whether you’re a startup building your first customer base or an established company streamlining operations, HubSpot offers a robust suite of features that scale with your business.

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Product Analysis: Stripe Payments Platform

We’re back with another installment of our product analysis series! After reviewing accounting and financial integration tools, we’re diving into one of the most widely used payment processing platforms: Stripe. If you’ve ever made an online purchase, subscribed to a digital service, or processed payments for your business, you’ve likely encountered Stripe. In this article,

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Product Analysis: Plaid

We’re back with another installment of our product analysis series. After diving into accounting apps in previous articles, we’re shifting gears to talk about connecting the tools to complement your accounting software. We thought we’d start with one that’s seemingly omnipresent in the financial tech space: Plaid. If you’ve linked your bank account to a

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Product Analysis: QuickBooks Online

Welcome to another installment of our product analysis series! This time, we’re diving into QuickBooks Online (QBO), one of the most widely used cloud-based accounting systems in the world. Known for its user-friendly interface and robust features, QBO has become a go-to platform for business owners and financial professionals alike. Whether handling day-to-day bookkeeping, managing

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