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XcelLabs to empower accountants to think AI-first

GlobalData

2 min read

XcelLabs, a platform aimed at transforming the accounting sector has been launched by Jody Padar and Katie Tolin in partnership with the Pennsylvania Institute of CPAs (PICPA) and CPA Crossings.

The platform provides a comprehensive training and technology solution to help accountants develop fluency in AI and strategic thinking.

Central to this offering is XcelLabs Academy, which features online courses covering essential topics such as AI fundamentals, advisory skills, leadership, and practice management.

Utilising Navi AI technology, XcelLabs converts unstructured data from communications into actionable insights.

This innovative tool adapts to the unique emotions and needs of each user, enhancing the overall experience for accounting professionals.

The platform aims to instil an AI-first mindset in teams at larger firms while leveraging Navi. This includes ongoing coaching to refine conversations and advisory actions, ultimately empowering professionals to excel in their roles.

Currently in beta testing, these solutions are designed to help accountants achieve “exceptional” performance.

XcelLabs sets itself apart from traditional tech platforms by integrating high-impact strategy with practical AI tools focused on upskilling individuals rather than merely automating tasks.

By pushing boundaries and leveraging AI for various business challenges, XcelLabs envisions the rise of AI-X(SM) firms that utilise AI to drive “excellence”.

This initiative underscores the importance of maintaining a human-centric approach within the evolving accounting profession. PICPA CEO Jennifer Cryder said: “AI is transforming how CPAs work and XcelLabs is focused on helping the profession evolve with it.

'At PICPA, we’re proud to support a mission that aligns so closely with ours: empowering firms to use AI not just for efficiency, but to drive growth, value and long-term relevance.”

"XcelLabs to empower accountants to think AI-first" was originally created and published by The Accountant, a GlobalData owned brand.


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