accounting
(16)
Logan Katz follows the client. The offices follow.
From Ottawa to Toronto to Seaforth, Logan Katz has built its accounting practice around relationships that travel. Its expansion tells one story; its tax-season paperwork tells another.
Fortris wants crypto to survive the finance department
Moving Bitcoin is one thing. Getting it approved, reconciled and past an audit is another. Fortris builds the machinery that lets businesses do both.
The 105-Year-Old Accounting Firm That Put Itself on the AI Operating Table
BDO Canada spent C$5.95 million on innovation, rolled Copilot across the firm and reclaimed more than 100,000 hours. The useful story is not the software - it is how a century-old partnership learned to move past pilot purgatory without outsourcing judgment.
The Anti-Private-Equity Home for Accounting Firms That Refuse to Lose Their Name
Backed by patient family-office money, this Utah firm partners with small CPA shops across the Intermountain West - and stakes its pitch on the one thing private equity usually takes away: the name on the door.
CBIZ
CBIZ spent three decades stitching local specialists into a national middle-market machine. After swallowing Marcum, it is now set to become part of Grant Thornton - a $5 billion coda to the accounting industry's consolidation race.
Punchcard
Punchcard (formerly Agentive) is a Provo, Utah startup building an AI-powered operating system for financial audits and assurance work. Its platform uses assertion-driven AI agents that read documents, run testing procedures from natural language instructions, and draft cited workpapers - collapsing audit planning, client document requests, evidence testing, and documentation into one workspace so CPA firms can move through substantive testing far faster.
majoo Indonesia
majoo is an Indonesian software-as-a-service company that gives micro, small and medium enterprises (MSMEs/UMKM) an all-in-one cloud platform combining a point-of-sale cashier, inventory, accounting, employee management, CRM, business analytics and an owner app. Founded in Jakarta in 2019, it lets small merchants in food & beverage, retail, services and beauty run and grow their businesses from a single dashboard and sell across offline and online channels.
Exypnox Inc.
Exypnox Inc. is a Philippines-based business process outsourcing firm that builds dedicated, all-Filipino support teams for US-based software and technology companies. It handles customer support, technical support, accounting, payroll, compliance, and business development so that lean tech firms can scale operations at lower cost while keeping quality high. Founded in 2020 by former Boostlingo operations leader Francis Barte, Exypnox positions itself as a people-first outsourcing partner focused on long-term client retention and employee growth.
HireAthena
HireAthena is a San Francisco back-office-as-a-service company that pairs a remote, mostly work-from-home workforce with workflow software to handle accounting, bookkeeping, payroll, HR, benefits, tax, and fund administration for startups, non-profits, and small and medium businesses. Founded by Kristen Koh Goldstein in 2010 as BackOps, it merged with her workflow-automation company Scalus and relaunched as HireAthena in 2016, carrying a social mission to bring stay-at-home talent - especially mothers - back into the workforce.
Wiedza i Praktyka (WIP)
Wiedza i Praktyka (WIP) is one of Poland's largest providers of specialist professional information. Founded in Warsaw in 1997, it equips accountants, HR and payroll specialists, occupational-safety officers, healthcare managers, educators, lawyers and public administrators with the practical, up-to-date guidance they need to apply constantly changing regulations. WIP blends print and e-letters, industry web portals, software tools, expert helplines, and the Educado online learning platform, plus open and in-house training through Akademia Wiedza i Praktyka. Since August 2025 it has been wholly owned by Germany's VNR Group.
NetSuite CRM
NetSuite is the world's first cloud ERP and CRM platform, founded in 1998 by Evan Goldberg and now owned by Oracle. Trusted by 43,000+ organizations across 220 countries, NetSuite unifies financials, CRM, e-commerce, HR, and supply chain in a single cloud-native suite — making it the go-to business operating system for companies scaling from startup to enterprise.
Sage CRM
Sage CRM is a customer relationship management platform built by Sage Group plc, designed to help small and mid-sized businesses manage sales pipelines, marketing campaigns, and customer service from a single hub. Deeply integrated with Sage's accounting suite, it lets growing companies turn contact records into revenue without the complexity - or cost - of enterprise alternatives like Salesforce.
Merge
Merge builds the connective infrastructure for modern SaaS and AI: one unified API that lets a product offer hundreds of HRIS, ATS, CRM, ticketing, and accounting integrations - and a newer Agent Handler that gives AI agents secure, observable access to thousands of third-party tools.
Pilot.com
Pilot is a San Francisco-based finance back-office for startups and small businesses, combining software with U.S.-based accountants to deliver bookkeeping, tax prep, and CFO services. Founded in 2017 by three MIT friends who had sold two prior startups together, it now serves thousands of venture-backed companies and is backed by Sequoia, Index, and Jeff Bezos.
Uniqus Consultech Inc.
Uniqus Consultech is a tech-enabled, global consulting firm founded in 2022 by ex-KPMG and ex-EY leaders Jamil Khatri and Sandip Khetan. It blends accounting, ESG, risk, valuations, and AI-powered tooling (the UniVerse suite) to modernize how Big Four-style advisory work gets delivered to enterprises like HDFC Bank, Reliance, Flipkart, and Zomato.
Laurel
Laurel is a San Francisco AI company that automates timekeeping for the world's largest law, accounting, and consulting firms. Its platform watches the digital exhaust of professional work - email, documents, browsers, calls - and turns it into ready-to-review timesheets, so billable hours stop being a chore reconstructed from memory on Friday afternoons.