aicpa

The Information Management and Technology Assurance (IMTA) section helps AICPA members who provide services in the areas of information security and cyber risk, privacy and IT risk management, business intelligence, and emerging technologies. CPAs may also pursue the Certified Information Technology Professional (CITP) credential, which demonstrates an individual has the expertise to advise organizations on how to maximize information technology to manage their business. Access to IMTA’s tools and resources is now included with AICPA membership. www.aicpa.com

aiwyn

Aiwyn helps top-ranked professional services firms revolutionize their work-to-cash cycle, resulting in faster cash flow firm-wide, more productive and fulfilled professionals, and a superior client experience. With Aiwyn’s Intelligence-Based Billing platform, high-value firm executives, partners, and staff are liberated to deliver more value to clients and work at the highest end of their professional expertise. www.aiwyn.ai

bill

BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables, and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. www.bill.com

botkeeper

The Botkeeper Operating System (BOS) gives your CAS or bookkeeping practice an unparalleled workflow management system through a combination of skilled accountants, ML and AI. Accounting firms can grow their book of business, diversify their service offering, increase capacity, and improve overhead costs using the BOS full-suite bookkeeping & pre-accounting solution.  With BOS you have the ultimate tool to efficiently manage your bookkeeping client base. www.botkeeper.com

celigo

Celigo is a leading Integration Platform as a Service (iPaaS) provider, enabling companies to integrate applications, automate business processes, and accelerate their digital transformation efforts. Celigo offers integration solutions between ERP systems like Oracle NetSuite, Sage, Acumatica, Microsoft Dynamics 365, and SAP with popular applications such as Amazon, Snowflake, Shopify, Salesforce, Zendesk, 3PL, EDI, and hundreds of other applications. For more information www.celigo.com

cpa.com

CPA.com connects firms with the expert insights, strategies, resources and technologies to enable their transformation and ongoing success.is known for bringing innovative solutions to the profession, either in partnership with leading providers or directly through its own development. The company has established itself as a thought leader on emerging technologies and as the trusted business advisor to practitioners in the United States, with a growing global focus. Empowering accounting firms for the digital age. For more information, visit CPA.Com.

EBizCharge

EBizCharge is a top-rated credit card and eCheck solution that provides businesses with a faster, safer, and less expensive way to get paid. With integrations into over 100 major accounting, CRM, and eCommerce tools such as QuickBooks, Sage, NetSuite, Microsoft Dynamics, Acumatica, BigCommerce, Magento, and Salesforce, EBizCharge ensures seamless integration between systems to eliminate late payments and decrease overall days outstanding. Learn more www.ebizcharge.com

EmpireSUITE

EmpireSUITE is a leading cloud-based software solutions provider that increases efficiency, speed, effectiveness, and clarity within the critical workflows that keep your firm running, your projects on time, and your employees happy. Our software solutions for audit, tax, advisory and CAS scheduling help firms gain insights and efficiency, accomplishing higher-value goals with their staff through optimized scheduling and nearly effortless time and expense entry. Our groundbreaking, industry exclusive AI-based automated tax scheduling application simplifies compliance and helps firms get more work done without adding resources. Comprehensive and integrated absence management software ensures your firm policies are adhered to and time off events are added to the firm calendar so staffing mishaps are eliminated. Learn more at https://go.empiresuite.com/

FLOQAST

FloQast, an Accounting Transformation Platform created by accountants for accountants, enables organizations to automate a variety of accounting operations. Trusted by more than 2,800 global accounting teams – including Twilio, Los Angeles Lakers, Zoom, and Snowflake – FloQast enhances the way accounting teams work, enabling customers to automate close management, account reconciliations, accounting operations, and compliance activities. With FloQast, teams can utilize the latest advancements in AI technology to manage aspects of the close, reduce their compliance burden, stay audit-ready, and improve accuracy, visibility, and collaboration overall. FloQast is consistently rated #1 across all user review sites. Learn more at FloQast.com.

flo tech LLC

Experts at printing, imaging and document driven processes, Flo-Tech has 25 years of experience managing tens of thousands of printers, copiers, and MFPs generating over a billion pages across the world.  We are pioneers in the Managed Print Services industry with nearly 25 years of experience in managing printers, copiers and MFDs. We know what it takes to provide a total fleet management solution and a consistent service experience fleet-wide, nationwide. Our client base includes many of the nation’s top corporations and professional services partnerships, including 37 of the Am Law 100 firms. www.flotech.com

INflo

Inflo is committed to elevating the audit experience and making auditing more attractive for the accountants of today, and the future. We do this through providing a cloud-based, data-driven digital audit platform, including workpapers, audit methodology content, data analytics, data ingestion, client collaboration, and quality management solutions. We also make available a team of experienced auditors to help accounting firms realize the gains possible from modern technology. Learn more at www.inflosoftware.com

intapp

Intapp powers connected firms. More than 2,400 global accounting, consulting, legal, investment banking, and private capital firms choose Intapp to help them unlock intelligence, transform decision-making, empower modern work, and mitigate risk. Our products and services span the entire engagement lifecycle to drive optimal outcomes. Learn more www.intapp.com

IRIS FIRM MANAGEMENT

Find out why 54 of the US Top 100 accounting firms and 22 of the Top 50 use Star & Practice Engine practice management software to run their businesses – including 13 ITA member firms! Both products are now available as cloud-based solutions along with a suite of mobile apps, supported by the strongest consulting team in the business.  www.iris.co.uk

Microsoft

Empowering Others – Our mission is to empower every person and organization on the planet to achieve more. It’s enduring, and it drives everything we do. Learn more www.microsoft.com

PAYA a nuvei company

Paya a Nuvei Company provides flexible card processing options so you can accept payments anywhere, anytime – online, point of sale, mobile device, and over the phone as well as traditional methods by check, ACH, or eInvoice.  With exceptional business solutions and customer experiences, Paya a Nuvei Company delivers value and cxgrowth for today and tomorrow.  Our partner-centric approach is to understand your market, your customers, and your business, then deliver innovative solutions and provide support to help and grow. Learn more paya.com

oracle netsuite

In 1998, NetSuite pioneered the Cloud Computing revolution, establishing the world’s first company dedicated to delivering business applications over the Internet. Today, NetSuite provides an integrated business system that includes cloud-based financials / Enterprise Resource Planning (ERP) and omnichannel commerce software that runs the business of more than 41,000 customers in 217 countries and territories. Learn more www.netsuite.com

PAYSTAND

Paystand’s B2B payment solution deletes transaction fees, lets you operate your accounts receivable on autopilot, and turns your cash cycle into a cash instant. Our Payments-as-a-Service model enables truly feeless revenue collection. So much more than B2B payment processing, Paystand’s B2B payment network sends more cash straight to your bottom line. Save over 50% on the cost of receivables. Offer zero-fee payment options to your customers. Move to flat-rate plans that reduce your costs and increase margins. Learn more Paystand.com

REACH REPORTING

Reach Reporting is an easy-to-use tool that offers automation for your financial and non-financial data. Making reporting, forecasting & budgeting easy with powerful dashboards and enhanced visuals. Automate repetitive tasks to make better data-driven decisions in minutes. Gain valuable insights into your business trajectory with our 3-Way Forecasting feature. By connecting your P&L, Balance Sheet, and Cash Flow Statement, you can comprehensively view your financials with automated cash flow forecasting. Visit ReachReporting.com

sage

Sage energizes the success of businesses and communities around the world through the imagination of our people and smart technology.  Learn more www.sage.com

sps Commerce

SPS Commerce perfects the power of trading partner relationships with the industry’s most broadly adopted, retail cloud services platform. As a leader in cloud-based supply chain management solutions, we provide proven integrations and comprehensive retail performance analytics to thousands of customers worldwide. SPS Commerce has achieved 94 consecutive quarters of revenue growth and is headquartered in Minneapolis. For more info www.spscommerce.com

syspro

SYSPRO is a leading, global Enterprise Resource Planning (ERP) software provider specializing in key manufacturing and distribution industries. For over 40 years, SYSPRO’s team of specialists have continued to address unique industry needs and enable customers to easily adapt and grow. The solution is scalable and can be deployed in the cloud, on-premise, or both, and accessed via the web on any device to provide customers with choice and flexibility. Learn more www.syspro.com

thomson reuters

Thompson Reuters® provides the profession’s most integrated, comprehensive tax and accounting software, research, training, and more. With proven brands like CS Professional Suite®, Onvio®, and Checkpoint®, you get the intelligence, technology, and human expertise you need no matter where you’re doing business. For more information, visit tax.tr.com.

zoho

ZOHO has 45 applications.  They are all connected and SaaS based, so your integration costs are almost zero.   Zoho is SOC2 compliant.  So security and privacy are never a concern.  The fact that we built our cloud apps from the bottom up and integrated them together is our strongest value.  Our most popular option now is the software bundle know as ZohoOne. To see the full suite, go to our website www.zoho.com

AMELIO by hkmp technologies

Amelio is focused on automating workflow processes and provides a flexible and scalable hosted – or on premise – workflow solution that allows you to leverage your unique processes and showcase your firm’s experience. With Amelio, your firm’s Audit, Tax and Engagement Letter Generation Workflow, along with your other business processes can finally be housed in the same system.  Website www.ameliosoftware.com

ascentium capITAL

Ascentium Capital, a division of Regions Bank, is an award-winning commercial lender specializing in financing for IT solution providers and their clients. Ascentium offers innovative financing programs up to $2.0 million to help accelerate sales: application only up to $400,000 with quick credit decisions including 100% pre-funding potential. Payments may match cash flow that help ITA members close more sales. Ascentium finances nearly anything including software and technology, cloud solutions, and SaaS offerings. Easily offer bundled solutions and convenient monthly payments. The 100% financing program for equipment and technology enables the financing of expenses such as installation, licenses, shipping, tax and more. With over $14.1 billion in funded volume since 2011, Ascentium Capital is focused on the success of small, mid-sized and Fortune 500 companies. Let us help drive your company’s growth.  www.ascentiumcapital.com

DATABLEND

DataBlend is an integration software (iPaaS) designed to optimize the operations of finance and accounting teams. Featuring a no-code, low-code user interface, DataBlend allows accounting and finance professionals to create secure and worry-free data integrations. CFOs, controllers, and their teams at over 800 companies rely on DataBlend to automate the flow of data across their technology stack (e.g. ERP/GL, CRM, POS, HR/payroll, and financial reporting.)

Website: https://datablend.com/

DIGILENCE

Digilence powers the digital firm with digital intelligence, a suite of AI-infused SaaS solutions.  We do the busy work, so you can do the real work. Most accounting firms struggle to effectively leverage emerging technologies to help them automate, scale, and grow. The Digilence Cloud brings together the best of artificial intelligence, machine learning, automation and intelligent document processing to help accounting firms of any size level the playing field with an all-in-one, subscription-based solution that makes digitization more accessible, more affordable, and more accurate. www.digilence.com

dataself corp

DataSelf has been providing mid-sized companies with best-of-breed business intelligence technology in one easy-to-deploy solution since 2005. Build what we do best, borrow what we don’t.

DataSelf was founded with a clear strategy: integrate cutting-edge tools with proprietary components for the optimal blend of economy, power, ease of deployment, and features.

The DataSelf ETL+ is best for deploying and maintaining enterprise data warehouses for mid-sized organizations. DataSelf solutions also include or support Gartner-recognized platforms such as Microsoft SQL Server and the renowned Power BI and Tableau visualization engines. www.dataself.com

FINQUERY

FinQuery, formerly LeaseQuery supports more than 7800 organizations and empowers Finance and IT professionals with a platform to efficiently manage their largest areas of spend—leases, software subscriptions, and financial contracts— enabling them to make better business and financial decisions. All in one platform. www.finquery.com

Laurel

Laurel is an automated time system that tracks billable work as the work is happening.  It leverages AI and automation design to be the only company to deliver a ready-for-review timesheet for professional services. Laurel is currently rolling out to Global 100 law and the Big-4 accounting firms.  In addition to saving professional time and frustration, the benefits for the firm are: MONEY: Laurel is generating between 4-11 % revenue for its customers. DATA: Laurel is creating point-of-work data that has never been collected or analyzed before,  This data will help firms manage utilization and set their fixed fee arrangements.www.laurel.com

LCvista

LCvista is the only comprehensive solution for accounting firms to manage learning compliance, L&D, attendance tracking, learner engagement, and content management. Trusted by 70% of the Top 200 Accounting firms. LCvista helps firm admins save hours every week on manual tasks and cut down risky errors.

Learn more www.lcvista.com

NAVAN

NAVAN Expense is the industry-leading spend management solution that streamlines the way that businesses handle expenses. With customizable spend controls and real-time visibility, Navan Expense empowers Finance and Accounting teams to manage spend smarter. Plus, ‘bring your own card’ technology lets you connect existing corporate cards and keep all the benefits of your current card programs. Learn more at Navan.com

Peerviewdata

Peerview Data provides comparative analytics and advisory solutions to accounting firms, enabling them to turn client data into actionable insights, get back in front of clients, and grow consulting revenue.

Learn more www.peerviewdata.com

SAFESEND

SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and better serve their clients. Progressive accounting firms and tax practitioners rely on our unique and robust solutions to make their lives easier and their work more enjoyable. SafeSend offers several foundational technology solutions for the tax and accounting profession. SafeSend One is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms address tax return processes from getting tax ready and flowing data in and out of tax preparation software, to finishing with tax return delivery and e-signing, in order to file quicker. We solve real-world problems for the tax and accounting profession – from tax ready to finish & file – through award-winning automation SaaS solutions. Learn more. http://safesend.com

SCANFORCE

ScanForce is an industry-leading barcode scanning solution for Sage 100 and Sage Intacct. For the best part of two decades, we’ve been focused on helping Sage clients manage their warehouse and business operations more effectively through the use of barcodes and mobile devices.

Learn more www.scanforce.com

SOLVER

Solver is a cloud-based extended financial planning and analysis solution (xFP&A) that increases access to actionable insights
beyond the finance department. ​Accelerate Better Decisions. Learn more www.solver.com

TRULLION

Trullion is an AI-powered accounting platform revolutionizing audit and financial workflows for finance teams, accountants, and auditors. Partnering with dozens of Top 100 Accounting Firms, Trullion enhances audit quality, efficiency, and collaboration. Using proprietary Large Language Models (LLMs), Trullion enables intelligent data extraction, matching, and validation across documents, simplifying key tasks like vouching and tracing. Its cloud infrastructure integrates with leading technologies for end-to-end workflow automation, while embedded GenAI capabilities provide smart document analysis with source citations. Learn more www.trullion.com

VALIDIS

Validis is the leading accounting data extraction and standardization tool, partnering with accounting firms and financial institutions to deliver right-the-first-time, analysis-ready data for audits, M&A, and complex corporate lending. Fast, secure, and trusted by over 100 market-leading accountants and lenders, Validis serves thousands of businesses globally.

For more information, visit www.validis.com

VELIXO

Velixo is a cutting-edge reporting, budgeting, and data automation software that seamlessly integrates Excel with your ERP. Are you looking to elevate your reporting and budgeting processes? Do you want to harness the power and flexibility of Excel while ensuring the accuracy and security of your data? Velixo connects directly to leading ERPs like Acumatica and Sage Intacct, offering a suite of optimized features that allow you to create real-time reports, analyze financials, operational, or project data, and interact with it—all within the familiar environment of Excel. It also allows for seamless data entry back into your cloud ERP, making it a game-changer for budgeting, data automation, and improving data quality for critical business use cases. With research showing that 80% of users revert to Excel for deeper analysis after exploring alternatives, Velixo offers a compelling solution from the platform they know best—Excel. Ready to see how our award-winning software can maximize the value of your ERP, boost productivity, and accelerate business outcomes? Let’s connect! For more information, visit us at www.velixo.com

VERSAPAY

Versapay’s Accounts Receivable Efficiency Suite simplifies the invoice-to-cash process by automating invoicing, facilitating B2B payments, and streamlining cash application with AI for growing businesses.

www.versapay.com

FYLE

Optimize your expense management with automation, real-time spend tracking, and hassle-free receipt capture via text messages—all on your existing credit cards.

www.fylehq.com

JIRAV

Drive efficient growth in your accounting and finance
practice with Jirav’s all-in-one forecasting,
budgeting, reporting, and dashboarding solution

www.jirav.com

STRATOS CLOUD

Stratos Cloud is a leading specialized Microsoft CSP (Cloud Solution Provider) Indirect Provider that focuses on Microsoft Cloud solutions, including Azure, Microsoft 365, and Dynamics 365 Solutions. We enable your business to leverage the power and flexibility of Microsoft technologies. This translates into tangible revenue growth and an expanded business footprint for you.

www.stratoscloud.com

Surya technologiEs

Strategic technical leadership tailored to your company’s business challenges. Transfer IT operations by improving efficiency, reducing costs, minimizing downtime, and enhancing security. Make IT operations smarter and more effective. Learn more at suryatechnologies.com

TAXA

Intelligent Tax Software. We are building the foundation for the future. A game changing platform for tax professionals.

www.taxa.ai