acumatica

Acumatica Cloud ERP is a comprehensive business management solution that was born in the cloud and built for more connected, collaborative ways of working. Designed explicitly to enable small and mid-market companies to thrive in today’s digital economy, Acumatica’s flexible solution, customer-friendly business practices and industry-specific functionality help growing businesses adapt to fast-moving markets and take control of their future. Learn more www.acumatica.com

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

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

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 3,000 teams–including CLA, Rehmann, Miller Cooper, and EisnerAmper –FloQast enhances the way accounting teams work, enabling teams to automate close management, account reconciliations, and accounting operations. 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.

Flex Technology Group

Flex Technology Group is the world’s largest vendor-agnostic managed services company, with offices from coast to coast. Experts at printing, imaging and document driven processes, Flex Technology Group 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 20 years of experience in the tax, audit and consulting space.Our client base includes many of the nation’s top corporations and professional services partnerships, including 23 of the top 50 CPA firms. www.flextg.com

HUBSYNC

HubSync is a SAAS platform that unifies and automates the entire tax preparation process and serves as an integration powerhouse to instantly and securely access and manage work across engagements from anywhere, promoting visibility, simplifying collaboration, reducing risk and delivering a vastly improved digital experience for clients. www.hubsync.com

INflo

Inflo is revolutionizing auditing with a data-driven platform that automates processes, delivers valuable client insights, and uses a cutting-edge methodology to maximize technology’s impact, helping firms deliver smarter, faster, and higher-quality audits. Inflo’s digital audit platform combines advanced technology with deep audit expertise, supported by peer-to-peer guidance from seasoned auditors. Our Proven Process helps clients confidently improve audit quality and efficiency.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

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

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

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

SOLVER

Solver is an extended financial planning and analysis solution (xFP&A) with an AI-focused strategy that increases access to actionable insights beyond the finance department to accelerate intelligent decisions. Patented QuickStart integration technology enables immediate access to a collection of tailorable templates, allowing finance and management users to optimize their planning, reporting, consolidation, and analysis processes. Users can get up and running quickly, leveraging familiar Excel-based functionality to create any report and planning model. Solver transforms organizational data into a strategic advantage for data-driven success. Learn more www.solverglobal.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

Thomson Reuters empowers tax, accounting, and audit professionals not only through trusted technology and advanced AI, but also through the training, guidance, and expertise firms need to develop their people. We provide a connected ecosystem-spanning software, education, workflow optimization, and advisory services-that helps firms build confident, capable teams in a constantly evolving landscape. With proven automation and AI solutions across the Tax and Audit Workflows, such as SurePrep, SafeSend, CoCounsel, GoSystem Tax, Audit Engagement, Guided Assurance, and more, firms of all sizes rely on Thomson Reuters for the intelligence, technology, and human support needed to win.

VERSAPAY

For growing businesses that need to accomplish more with less, Versapay’s Accounts Receivable Efficiency Suite simplifies the invoice-to-cash process by automating invoicing, facilitating B2B payments, and streamlining cash application with AI. Versapay integrates natively with top ERPs, while allowing businesses to collect with a self-serve payment portal and collaborate with customers and teammates to resolve what automation alone can’t. Distinct from solutions built for Fortune 500s, Versapay provides responsive support, fast implementations, and the flexibility to start with what you need and add more as you grow. Owned by Great Hill Partners, Versapay’s employee base spans the U.S. and Canada with offices in Atlanta and Miami. With 10,000 customers and 5M+ companies transacting, Versapay facilitates 110M+ transactions and $170B+ in payments volume annually. www.versapay.com

AMELIO

Amelio is a unified business management platform for tax and audit workflows, engagement letters, onboarding, and audit methodology. Choose one product or the complete suite to streamline execution, enforce compliance, and increase visibility, all without forcing a rip and replace. With configurable templates, role-based controls, and extensive APIs, Amelio enables firms to manage their processes their way, faster and with greater confidence. Learn more about Amelio at www.ameliosuite.com and follow us @ameliosoftware.

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

BASIS

Bringing the most cutting edge AI to CAS practices. Elevate the ‘doers’ to ‘reviewers’. Accountants don’t need more software; every accountant already has dozens of software tools. Accountants need tools that can understand accounting, learn specific client needs, work independently, and take real actions. Every accountant deserves a team that is an extension of them, that they can manage, and that can do work on their behalf. Basis was built from day one to equip accountants with a team of AI agents that can take on varied accounting workflows. Basis onboards onto accounting engagements at the direction of an accountant and gets to work. www.ofbasis.com

Beeye

Our intelligent, automated scheduling and task management frees up billable hours and balances team capacity – so firms can boost profitability, improve employee retention, and deliver work to budget. Customers choose us over the competition for our easy-to-use interface, accounting-specific integration expertise, and our unique ability to improve planning for all service lines equally, for genuine firm-wide operational improvement. www.mybeeye.com

DATABLEND

DataBlend, an eOne Solutions company, 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 1,100 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.). www.datablend.com

DIGITS

Digits is the world’s first AI-native accounting platform for small businesses. Pairing consumer-grade design with the latest breakthroughs in AI/ML, Digits saves business owners, accountants, and finance teams countless hours of tedium and frustration every month. www.digits.com

FIELDGUIDE

Fieldguide s the leader in purpose-built, professional-grade agentic AI for audit, advisory, and tax. The company’s end-to end engagement platform integrates audit-grade AI agents that automate time-intensive workflows, from evidence testing to reporting, enabling firms to scale capacity without adding headcount. Unlike generic AI tools, Fieldguide is designed with transparency, traceability, and auditability at its core. Trusted by the Big Four, top 50 CPA firms, and regulated industries, Fieldguide helps practitioners focus on insight, strategy, and client relationships while safeguarding quality and compliance. With ISO 42001 certification, Fieldguide sets the standard for secure, responsible, and enterprise-ready AI. www.fieldguide.io

4IMPACTDATA

Most CPA firms know they need to grow advisory—but the traditional model wasn’t built for scale. Partners can only serve a few clients, staff aren’t yet equipped to lead strategic conversations, and one-off projects don’t create sustainable revenue. At 4impactdata, we’ve built an AI-powered business guidance system that helps firms scale advisory, upskill their teams, and shift to recurring, subscription-based models. The platform monitors client performance, predicts risks and opportunities, and recommends exactly where to focus—so firms know which clients to target, what services to offer, and how to deliver impact at scale. We help your team confidently advise 100+ clients, codify your firm’s best thinking, and turn advisory into a repeatable, high-margin growth engine—without increasing headcount. www.4impactdata.com

JIRAV

Drive efficient growth in your accounting and finance practice with Jirav’s all-in-one forecasting, budgeting, reporting, and dashboarding solution. Link for more information www.jirav.com.

Laurel

Laurel gives your firm the complete picture of work—not just what makes it into timesheets. Our platform automatically captures all digital work activity, transforming it into accurate time entries and strategic insights. Signal, our work intelligence platform, takes this further. By analyzing billable and non-billable work, Signal gives accounting firms the visibility needed to understand true service delivery costs, optimize leverage, identify out-of-scope work, price with confidence, and measure the ROI of AI tools. BENEFITS: 5-10% improvement in project margins, +15 minutes per person per day additional time in the financial system, and 1-2 hours per person per week saved on entering time. Currently deployed at Global 100 law firms and Big-4 accounting firms. www.laurel.ai/
 

MARTUS

Martus is an all-in-one budgeting, reporting and forecasting platform providing an additional revenue stream to dozens of technology practices as well as accelerated efficiency and scalability to outsourcing/advisory practices. With its competitive price point, rapid implementation time and robust product certification track, Martus is the mid-market FP&A solution. www.martussolutions.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

ODOO

Odoo is a comprehensive, all-in-one business management platform designed to streamline and simplify every aspect of your company’s operations. With a fully integrated suite of applications, Odoo empowers businesses to manage everything from CRM, sales, and eCommerce to accounting, inventory, manufacturing, and human resources — all in a single, intuitive platform. Its modular design allows companies of any size to customize the system to their unique needs, automating workflows, improving collaboration, and gaining real-time insights across the organization. By bringing all critical business processes together, Odoo helps companies reduce complexity, increase efficiency, and focus on growth. Learn more at Odoo.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

RAMP

Ramp is a financial operations platform designed to save companies time and money. Our all-in-one solution combines payments, corporate cards, vendor management, procurement, travel booking, and automated bookkeeping with built-in intelligence and controls to maximize the impact of every dollar and hour spent. Over 40,000 customers, from family farms to space startups, have saved $10 billion and 27.5 million hours with Ramp. Founded in 2019, Ramp enables tens of billions in purchases annually. www.ramp.com

RIPPLING

Rippling empowers firms to expand beyond traditional payroll and deliver strategic Workforce Advisory. With Rippling, accountants can help clients connect HR, IT, and Finance in one unified platform — automating people operations, simplifying compliance, and unlocking real-time insights into labor, spend, and performance. Whether you serve emerging or mature businesses, Rippling gives you the technology and tools to deepen relationships and scale your advisory practice. Learn more www.rippling.com/accountants

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

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

VEGA

Most accounting firms are flying blind when key people leave—because the logic behind their decisions walks out the door. Vega builds AI-powered memory infrastructure that preserves that judgment. We link reasoning to transactions, codify firm-specific logic, and create a digital brain for each client. So new hires don’t start from scratch. Partners don’t waste time re-explaining. And firms don’t lose their edge. Vega helps accounting firms scale what makes them great. www.govega.ai

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