As we step into 2025, let’s look at the most clicked articles from the Accounting Apps newsletter this month. From AI innovations to industry trends, here’s what accountants and advisors found most insightful in January:
#1 How to Write a Winning Consulting Proposal [+ example template] | (Ignition Blog)
Crafting a strong consulting proposal is key to winning new clients. This guide walks you through the process, offering practical steps and a template to streamline your proposal creation.
#2 XBert’s AI Receipt Capture and Bank Rec: A Game-Changer | (XBert Blog)
XBert, a leading AI-driven platform for accountants and bookkeepers, is launching its Receipt Capture feature in early 2025. Want to know more? This innovation aims to enhance data quality and workflow automation, bringing more efficiency to financial professionals.
#3 Top 5 Accounting and Finance Trends for 2025 | (Accounting Web)
What’s on the horizon for accountants and finance teams in 2025? This guide embraces emerging trends that will shape the industry, helping professionals stay ahead of the curve.
#4 2024 at Clio: A Landmark Year in Review | (Lawyer Blog & News | Clio)
Clio reflects on a transformative year—covering major achievements, product updates, and key milestones. If you missed any of their big moments, this recap has you covered.
#5 What Advisors Need to Know About the Amazon Intuit Partnership | (The Woodard Report)
For accountants and advisors working with e-commerce clients, this new partnership presents both opportunities and challenges. Here’s what you need to know to help businesses navigate the evolving financial landscape.
#6 How To Lose A Client In 10 Ways | (Cloud Accounting | Kellie Parks)
Losing clients is easier than you think—this lighthearted yet insightful list outlines the common mistakes that could be driving clients away (and how to fix them).
#7 Major AI players back Basis with $34M | (Accounting Today Technology)
Basis, an AI-powered accounting platform, has secured $34 million in Series A funding to expand its autonomous AI agent capabilities. A big leap forward in AI-driven financial automation!
#8 Product Update December 2024 | (Employment Hero)
From new features to system improvements, Employment Hero shares the latest updates from December 2024, helping businesses and HR teams work more efficiently.
#9 Why We Use Human-in-the-loop Data Capture Process For Our API Clients? | (Datamolino Blog)
Not all data capture processes are created equal. Datamolino explains why combining AI with human verification ensures better accuracy in financial data processing.
#10 How AI Can Empower, Not Replace, Accountants| (clarity.)
AI is often seen as a disruptive force, but the truth is that it’s designed to support and enhance the work of accountants, not replace them. This article breaks down how AI can help professionals work smarter.
Which article resonates with you most?