Materials

Newsletters to subscribe to, and the theses, market maps, reports and talks on accounting tech, newest first.

Newsletters

Services as Software by Nikola Lazarov (Weekly): Why every services business can reach software margins, scale and valuations, with editions on AI-native services and how they get built and valued.
Accounting Today (Daily briefing plus weekly titles): Trade news site with four email newsletters: a weekday briefing, tax, audit and accounting, and a technology edition three times a week.
CPA Practice Advisor (Daily): Technology and practice-management news for accounting and tax professionals, with newsletters, webinars and podcasts for free subscribers.
Journal of Accountancy (Daily (CPA Letter) and monthly issues): The AICPA's magazine, with a daily CPA Letter email and monthly issues covering AI, audit and tax.
The Tax Adviser (Monthly issues): Tax journal that publishes monthly issues, including pieces on AI risks for tax practice.
CFO Dive (Daily Dive plus Tech Weekly): News for finance executives with a daily newsletter and a weekly technology edition.
CFO.com (Daily): News and analysis for CFOs with a free daily newsletter.
CFO Leadership: CFO-focused articles and conferences, with recent pieces on AI in finance.
International Accounting Bulletin: Global accounting-profession news with a newsletter signup page.
Accountancy Age: UK accounting news and analysis, with recent coverage of AI at accountancy bodies.
Accounting Insight News (Accountex): Accountex's news roundup of accountancy voices across tax, tech and practice.
K2 Technology Update (Monthly): Newsletter on technology news for accountants and financial professionals from K2 Enterprises.
Karbon Practice Excellence Weekly (Weekly): Weekly newsletter for accounting firm owners from the practice-management vendor Karbon; the company says 70,000 professionals subscribe.
Mostly Metrics: CFO-perspective newsletter and Run the Numbers podcast on finance metrics and business models.
Thomson Reuters Institute (Weekly insights newsletter): Research and commentary on AI and the professions, with a weekly newsletter.

Reading

Accounting got there first: The blueprint for AI verification by Jim Germer, Accounting Today (article, 4 Nov 2026): Opinion piece arguing that source-checking from audit practice offers a model for verifying AI output.
Tokenomics: Helping clients manage rising AI prices by Chris Gaetano, Accounting Today (news, 4 Nov 2026): Reports how firms are handling consumption-based AI pricing and governance, with named firm leaders.
QX TaxReady combines AI and humans to manage tax prep for firms by Chris Gaetano, Accounting Today (news, 4 Nov 2026): News report on an AI-plus-people tax preparation service sold to accounting firms.
Accounting Can't Be One-Shotted by General Catalyst (thesis, 4 Nov 2026): Argues that AI wrappers get overtaken by model improvements, citing Accrual as a platform spanning tax, audit and advisory.
Intuit Connect 2026: AI Agents, a New Partner Program, and a Unified Platform Take Center Stage by CPA Practice Advisor (news, 3 Nov 2026): Recap of Intuit's announcements for accountants, including the Agentic Books Close pilot.
New Optro CFO targets sustainable AI growth by Grace Noto, CFO Dive (news, 2 Nov 2026): Profile of the new CFO at Optro, an audit and risk software vendor, and his plans for AI-led growth.
AI raises the stakes for auditor judgment by Andrew Kenney, Journal of Accountancy (article, 1 Nov 2026): Explains why professional skepticism and review matter more when auditors use AI tools that can be wrong.
AI risks to the Sec. 7525 practitioner privilege by Michael B. Coverstone, The Tax Adviser (article, 31 Oct 2026): Analyses how CPAs' use of generative AI can expose client communications to privilege challenges.
Always audit-ready: How Hyphenate's founders are teaching AI to run finance by Ashu Garg; Jaya Gupta, Foundation Capital (thesis, 30 Oct 2026): Profiles founders training AI to run the finance function with an audit-ready record.
AI changes how accountants work, not what they do by Martha Waggoner, Journal of Accountancy (news, 29 Oct 2026): Looks back at three years of generative AI at the AICPA National Tax Conference.
2026 State of the Corporate Tax Department: Questions tax leaders need to be asking now by Thomson Reuters Institute (report, 28 Oct 2026): Thomson Reuters Institute report on how corporate tax departments should rethink planning, workflows, talent and technology.
AI in tax and audit: What firms must rethink about developing judgment, pricing & leadership by Thomson Reuters Institute (article, 27 Oct 2026): Discusses how AI changes how junior staff build judgment and how firms price work.
AI is reshaping finance jobs rather than eliminating them, survey finds by Bryan Strickland, Journal of Accountancy (news, 22 Oct 2026): Summarises a Datarails survey of 270 US CFOs in which few reported cutting headcount because of AI.
AICPA partners on new offering that assures AI systems and agents by Bryan Strickland, Journal of Accountancy (news, 19 Oct 2026): Covers a joint SOC 2 and AI-agent certification from the AICPA and the Artificial Intelligence Underwriting Company.
2026 Innovation Awards Announced: AI Tech Drives Advancements for Accounting Firms by CPA Practice Advisor (news, 14 Oct 2026): Announces the 2026 winners of the publication's innovation awards, which skew toward AI tools for firms.
AI and the audit: AICPA publishes practice aid to assist auditors by Bryan Strickland, Journal of Accountancy (news, 13 Oct 2026): Reports the AICPA's framework for how AI use by clients and by audit firms affects financial statement audits.
You Need a New CFO by Andreessen Horowitz (a16z) (thesis, 8 Oct 2026): Argues that the CFO job changes as AI replaces the stitched-together spreadsheet and ERP workflow, along with the finance team around it.
AI governance: ten principles for effective board oversight by Accountancy Europe and ecoDa (report, 7 Oct 2026): Ten principles and board questions for overseeing AI adoption.
Generative AI in audit and assurance by Accountancy Europe (report, 21 Sept 2026): Accountancy Europe paper on how generative AI could support audit quality and the opportunities and risks it brings.
Refounding America: The Tax Code Needs to Change in the Age of AI by Vinod Khosla, Khosla Ventures (thesis, 14 Sept 2026): Argues AI will cut the labour needed per unit of output and that the tax code should be rethought; adjacent to tax tech rather than accounting software.
How AI agents are automating the CFO's office | Ajay Krishna, Co-Founder and CTO, Maximor by Jaya Gupta, Foundation Capital (podcast, 9 Sept 2026): Interview with a founder building agents for the CFO office.
The AI productivity trap by ACCA Accounting and Business (article, 1 Sept 2026): Argues that AI efficiency gains depend on management capability rather than the model itself.
Rillet's Nicolas Kopp on Building the AI-Native ERP by Oak HC/FT (thesis, 25 Aug 2026): Conversation with Rillet's CEO on AI changing accounting work and what the future ERP looks like.
Doubling Down on Rillet: Building a Harness for Agentic Finance by ICONIQ (thesis, 18 Aug 2026): Describes turning the general ledger into a harness where finance teams and agents work together.
New capital to bring frontier AI to critical industries by Thrive Holdings (thesis, 12 Aug 2026): Explains how the holding company puts AI transformation into its 70+ owned businesses in accounting and IT services.
Technology Catalog of Issues and Possible Actions by IAASB (report, 9 Jul 2026): A semi-annual catalog of technology developments and possible standard-setting responses.
Technology Catalog (interactive edition, version 3) by IAASB (report, 1 Jul 2026): Interactive companion to the IAASB's technology catalog, organised by theme.
Accounting Industry Forecasts Bright Future With AI Adoption by Bloomberg Tax (news, 8 Jun 2026): Bloomberg's report on the accounting industry's outlook for AI adoption.
Long Humans by Thrive Holdings (thesis, 6 Jun 2026): Argues that as AI makes routine work cheaper, human judgment and relationships in advisory services such as accounting become scarcer and more valuable.
The AI Lab for Modern Finance: Our Next Chapter with Ramp by ICONIQ (thesis, 4 Jun 2026): Frames a spend-management company as an AI lab for finance teams.
Accountex London 2026: How Accountancy Bodies are Turning the AI Threat into a Strategic Advantage by Accountancy Age (news, 18 May 2026): Event report on how UK accountancy bodies are responding to AI.
Here's how accounting firms can keep up with AI by Rosalyn Page, INTHEBLACK (CPA Australia) (article, 5 May 2026): CPA Australia magazine's guide to firms adapting to AI.
Tax Automation Has a Trust Problem. Black Ore Solved It. by Matt Streisfeld, Oak HC/FT (thesis, 30 Apr 2026): Argues that tax automation needs trust and that over 300,000 accountants have left the profession in two years.
Blue J's Ben Alarie: Why AI Is Coming for Tax by Oak HC/FT (thesis, 13 Apr 2026): Interview with the founder on how AI is taking over tax research, with about 130 staff and 5,000 firms served.
Payra and Edison Partners Announce $15M Growth Investment to Modernize Accounts Receivable for America's Heartland Businesses by Edison Partners (thesis, 18 Feb 2026): Describes AI-enabled receivables software that plugs into existing accounting systems for construction and industrial suppliers.
Building Vertical AI: An early stage playbook for founders by Bessemer Venture Partners (report, 6 Jan 2026): Playbook for founders on selecting and building vertical AI products (general; check accounting relevance).
OneStream to be acquired by Hg by Hg (thesis, 6 Jan 2026): Announcement of a buyout of an enterprise finance platform that embeds AI for planning and forecasting (see its portfolio page).
Thrive Holdings x OpenAI by Thrive Holdings (thesis, 1 Dec 2025): Says accounting and IT services are huge industries running on workflows that barely changed, and partners with an AI lab to rebuild them.
Investing in Stuut: Automating Accounts Receivable by Andreessen Horowitz (a16z) (thesis, 20 Nov 2025): Sets out why collections and receivables work is a headache that AI agents can take over.
Investing in Rillet by Andreessen Horowitz (a16z) (thesis, 6 Aug 2025): Explains the firm's backing of an AI-native ERP on the view that most finance teams still work with 1990s-era tools.
Backing Rillet: Reimagining the ERP for the AI Era by ICONIQ (thesis, 6 Aug 2025): Growth-fund note on co-leading a Series B in an AI-native ERP.
Backing Blue J: Building the Future of Tax Research with Generative AI by Oak HC/FT (thesis, 5 Aug 2025): Investment note on an AI tax research platform serving over 2,500 organisations.
Agentic AI for Accounts Payable: How Xelix is reducing fraud risk and driving efficiencies for enterprise finance teams by Ryan Hinkle; Alessandro Luciano, Insight Partners (thesis, 28 Jul 2025): Describes agentic AI for payables controls and fraud detection in enterprise finance.
Our Investment in Layer: Simplifying Small Business Accounting by Emergence Capital (thesis, 9 Jul 2025): Explains an investment in small-business accounting aimed at the finance needs of SMBs.
The $4.6T Services-as-Software opportunity: Lessons from the first year by Ashu Garg; Jaya Gupta, Foundation Capital (thesis, 3 Jul 2025): Reviews a year of AI-native startups selling agents (AI accountants among them) in place of human service work.
Tiny AI ERP startup Campfire is winning so many startups from NetSuite, Accel led a $35M Series A by Foundation Capital (thesis, 30 Jun 2025): Covers an AI-first ERP winning startups away from NetSuite.
Partnering with Rillet: The Financial ERP for the AI Age by Sequoia Capital (thesis, 28 May 2025): Says the founders have rebuilt the foundation of the CFO suite as an AI-era financial ERP.
Our investment in Filed: disrupting the tax preparation market by Northzone (thesis, 21 May 2025): Argues that rising tax complexity and demand for tax services favour AI-native infrastructure for tax firms.
Thrive Holdings Launch by Thrive Holdings (thesis, 29 Apr 2025): Announces a permanent capital vehicle that buys established businesses and builds AI inside them.
Agents of Change: Inside the AICPA/CPA.com Startup Accelerator by Kacee Johnson; Kalil Merhib, AICPA & CPA.com (podcast, 25 Apr 2025): Reviews the accelerator's 2025 cohort of six accounting-tech startups: Filed, Avise, Truewind, Tabs, Keeper and Remitian.
How HubSync Became the Tax Automation Platform for Top 25 CPA Firms by Ross Devor, Thoma Bravo (podcast, 17 Mar 2025): Partner interview on building a tax automation SaaS business that won over 40% of the top 25 accounting firms.
The Opportunity for Next-Gen ERPs (February 2025 Enterprise Newsletter) by Andreessen Horowitz (a16z) (thesis, 14 Feb 2025): Argues that ERPs are costly, hard to use and full of stale data, and names new entrants rebuilding the ERP from scratch or adding an AI layer on top.
Reasoning Models Are Remaking Professional Services by David George, Andreessen Horowitz (a16z) (podcast, 14 Feb 2025): A growth-fund conversation on how reasoning models save time in finance, law and other professional services.
New Investment Fuels Qount's AI-Powered Solutions to Streamline Tax and Accounting Practice Management by Kennet Partners (thesis, 4 Feb 2025): Announces a $17M round it led to speed AI in practice management for tax and accounting firms.
The Rise of Vertical AI in Accounting (January 2025 Fintech Newsletter) by Andreessen Horowitz (a16z) (thesis, 30 Jan 2025): Reports from conversations with firms that AI pilots are common but fully deployed vendor relationships are still rare, because models are weaker with numbers and accountants are cautious.
A System of Agents brings service as software to life by Joanne Chen; Jaya Gupta, Foundation Capital (thesis, 31 Oct 2024): Sizes a services-as-software opportunity for AI agents that do work such as accounting.
Rewiring the Financial Data Graph: Our Series A Investment in Numeric by Menlo Ventures (thesis, 10 Oct 2024): Describes accounting as the place where all company data converges into journal entries, and why AI on that data layer is attractive.
Numeric: Using AI to create accounting "magic" by IVP (thesis, 10 Oct 2024): Argues that businesses run on weeks-old financial data with accounting treated as back office, and that AI can change that.
Technology Position Statement: 8 Guiding Actions by IAASB (report, 3 Oct 2024): The IAASB's statement of how it will keep audit standards workable as practitioners adopt new technology.
Growth Equity Firm Edison Partners Doubles Down on K1x Investment by Edison Partners (thesis, 26 Sept 2024): Announces a $20M follow-on into digital K-1 data aggregation and reporting.
Aprio Announces Strategic Growth Investment from Charlesbank Capital Partners by Charlesbank Capital Partners (thesis, 11 Jul 2024): Says the investment followed a multi-year thematic search of the CPA sector and is the first institutional capital into the firm.
Death, Taxes, and AI: How Generative AI Will Change Accounting by Andreessen Horowitz (a16z) (thesis, 24 Jun 2024): Looks at how large language models could change accounting work, noting that big firms are racing to commit money to AI tooling.
Powering the End-to-End CFO Workflow: Strengthening our Partnership With FloQast by ICONIQ (thesis, 10 Apr 2024): Backs close management software as a route to an end-to-end CFO workflow.
DataSnipper Raises $100M at $1B Valuation to Empower Auditors with AI by Index Ventures (thesis, 1 Feb 2024): Frames external audit as roughly a $220B yearly spend and explains the bet on audit tooling that verifies data.
The Strategic Finance Revolution by IVP (thesis, 9 Jan 2024): Argues finance organisations can become drivers of growth rather than passengers, drawing on an IPO experience.
An AI-enabled profession: Key takeaways from the 2023 Executive Roundtable by CPA.com (article, 17 Nov 2023): Summary of the main points from CPA.com's 2023 executive roundtable on AI in the profession.
Vertical AI, Today's Data Whisperer, Tomorrow's Office Linchpin by Northzone (thesis, 12 Oct 2023): Sets out a vertical AI thesis after a year of looking at platforms in several industries.
Apron Raises $15M to Free Up Small Businesses and Accountants from the Pain of Processing Invoices by Index Ventures (thesis, 28 Sept 2023): Explains why payments should fit existing workflows across businesses, accountants and suppliers.
Redefining Finance: The Rise of StratFin by IVP (thesis, 28 Jun 2023): Traces the rise of strategic finance teams from their Dropbox origins and what it means for finance software.
Where CFOs are Deploying Budget This Year by Felicis (report, 8 Jun 2023): Survey of CFOs and experts on where finance software budgets go in a restrained year.
Our Creation of Puzzle by General Catalyst (thesis, 16 Feb 2023): Explains why the firm incubated a new accounting package amid a 17 percent drop in accountants and auditors over two years.
A 50-Year-Old Tax Code Wasn't Built for SaaS Companies by Mark Goldberg, Index Ventures (thesis, 14 Jun 2021): Argues that sales tax rules written before the internet do not fit SaaS companies, creating a need for automated compliance.
Our Investment in Airbase: Streamlining the Office of the CFO by Menlo Ventures (thesis, 8 Jun 2021): Describes an active thesis on the Office of the CFO and why spend management fits it.
Startup Accelerator Will Usher in Future of Accounting by AICPA & CPA.com (thesis, 16 Jun 2017): Announces the accelerator that awards up to $20,000 to finalists after live pitches.
2025 AI in Accounting Report by CPA.com (report): CPA.com's whitepaper on how accounting firms are moving from exploring AI to using it as a competitive advantage.
Introducing Financial Audit Bench: Evaluating Audit Capabilities of AI Agents by Lightspeed Venture Partners (report): Introduces a benchmark to test which parts of an audit AI agents handle well, for audit firms adopting them.
What It Actually Takes to Replace a Legacy ERP by Lightspeed Venture Partners (thesis): Walks through an end-to-end ERP migration from a founder's point of view and what replacing a legacy system takes.
Introducing Kos.ai: The World's First AI Accountant by 8VC (thesis): Announces an investment in an AI accountant company.
Perspectives: Empowering the CFO suite and B2B workflows by Northzone (thesis): Says rebuilding the CFO suite is a major opportunity, citing European ERP spend above $18B a year.
AI-Native Services: The Definitive Guide by Emergence Capital (report): A living playbook on the firm's multi-year thesis for AI-native services companies.
Tomorrow's Titans: Vertical AI by Tiffany Luck, NEA (thesis): General vertical AI thesis; useful context for accounting-specific AI (check relevance).

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