Technology & Process
How SaaS and AI Companies Benefit from SOC 2 Examinations
Key takeaways: Strengthening Security, Governance, and Trust Artificial Intelligence (AI) is reshaping how companies develop software, deliver services, and engage with clients. For AI developers and providers, rapid innovation comes with heightened responsibility to ensure systems are secure, reliable, and well-controlled. SOC 2 examinations help organizations respond to customer and stakeholder expectations for validated security […]
How to Level Up Financial Planning & Analysis
The Crucial Role of FP&A Financial Planning & Analysis (FP&A) plays a crucial role in an organization’s success and increasingly overlaps with business intelligence and data analytics. Budgeting, forecasting, and analytics support decision makers at organizations of all sizes. Most have the basic building blocks to drive FP&A—for instance, a good grasp of their industry, […]
Top Skills and Tools CFOs Need to Stay Future Ready
Finance leaders work across functions, shaping decisions in real time and navigating complexity that cannot always wait for quarterly updates. Their insight is drawn into conversations about growth, risk, technology, and talent. Meeting these expectations calls for a blend of technical knowledge, business awareness, and the ability to move across systems and departments with clarity. […]
Watch How Boston Senior Home Care Reduced Claim Denials by 90% — A Live Client Webinar
Boston Senior Home Care slashed monthly claim denials from $65,000 to just $6,000 by automating one of the most time‑consuming, risk‑prone processes in their organization. Watch how this transformation delivered real‑time visibility, restored staff capacity, and created a proactive model any Aging Services Access Points (ASAPs) can replicate. Speakers include Vassilis Kontoglis, Partner, AI Digital […]
Start Small to Scale Smart with Automation
The idea of automation often arrives with fanfare—promises of transformation, efficiency, and sweeping change. But for many organizations, especially those already stretched thin, the prospect of overhauling core business processes may feel impractical. Automation does not have to begin with large-scale disruption. A focused, manageable start often leads to more effective outcomes. Starting with one […]
Building an Innovation Mindset for Automation Success
Organizations often approach automation as a technology upgrade—an efficiency project, a cost-saver, a way to modernize operations. But even the best-designed systems can falter without a culture that is ready to change. Resistance does not always sound like “no.” It may take the form of quiet hesitation, skepticism, or the reversion to old habits once […]
Balancing ERP and Niche Solutions: Choosing the Right Path for Growth
The system(s) that once helped bring order to your operations may now be slowing things down. As organizations grow, shift focus, or respond to new demands, software that once felt like a perfect fit can start to feel restrictive. Finance teams rely on more workarounds. Spreadsheets multiply. Reports take longer to produce and answer fewer […]
CSV Import/Export, Batch, or Real-Time? How to Choose the Right System Integration Method
The promise of seamless system integration—real-time dashboards, automatic updates, reduced manual handling—often sounds too good to pass up. Vendors tout live data connections, executives expect instant visibility, and teams grow impatient when information does not flow. But full integration is not always necessary or worth the investment. In many cases, a well-mapped file transfer or […]
Streamline Your Budgeting Process in Our Webinar OnDemand
Take the guesswork out of budgeting. Join Wendy Smith, CPA, Consulting CFO, Business Transformation & Intelligence at AAFCPAs, along with Martus’ Christopher C. Grady for this recorded webinar and see how Martus™ transforms budgeting from a manual, time-consuming process into a streamlined, efficient workflow. Martus works with platforms like Intacct, QuickBooks, and Microsoft 365 Business […]