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THU · NOV 5 · EDITION |
IRIS document management, QuickBooks AI and Copilot skills: what changed this week
A busy week for the stack. IRIS shipped a document management tool built specifically for accounting practices, QuickBooks formalized several new AI features, and Microsoft added 25 finance skills to Copilot. On the firm side, EisnerAmper is picking up RSM's Sage Intacct consulting practice, and Ravical closed a $17M seed round with a thesis that firms should run AI as a governed system rather than a pile of individual subscriptions. The items below are the ones worth your time.
STACK WATCH
Stack watch: QuickBooks and Copilot both add AI capacity
BUILD WITH AI
Build an AI workflow for bank transaction categorization
TOOL SPOTLIGHT
Tool spotlight: IRIS Document Management
INTELLIGENCE
Intelligence: firm moves and a tax vote to watch
QUICK HITS
Quick hits
ALSO THIS WEEK ON MODERNACCOUNTING.AI
Why are so many brands shifting ad spend to CTV?
People spend more time streaming than they do with cable, social media or video games, and advertisers know it. In fact, according to Advertiser Perceptions and Premion's 2026 CTV/OTT Advertiser Survey, 70% of advertisers are raising CTV budgets in 2026, with much of that budget diverted from social advertising.
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SPONSORED
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Teams at the frontier are already building on it: Granola, turbopuffer, Modal, and many many more.
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GO DEEPER
Go deeper
Next issue: more of the tools and shifts reshaping how accounting gets done.
Forward this to the partner still doing it the old way.
Items are reported from the linked source pages as published on the dates shown. Audit Friendly has not tested a product unless a review is linked.
How accountants are using AI, automation and smarter workflows to close faster, audit cleaner, and free up time for real work.
| Month End Closers · Everything that moved in accounting this week |
| Accounting Stack · The software, head to head |
| The Remote Accountant · Remote accounting roles with pay, every weekday |
| The Finance Nomad · Remote finance roles with pay, every weekday |
Audit Friendly · modernaccounting.ai · Audit Friendly Data