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Cap table management that puts your business first
Managing your cap table doesn’t have to be complex. Pulley simplifies equity management for Founders and CFOs with intuitive workflows, accurate, audit-ready reporting, and predictable pricing—so you can plan and scale without surprises. Onboard in days, not weeks, and rely on responsive, expert support every step of the way.
From issuing grants to 409A valuations or ASC 718 reporting, Pulley gives you the clarity to manage equity, make decisions, and get back to work. Experience a platform built for business owners and finance teams: transparent, reliable, and designed to put your company first.
🔧 FEATURED TOOL: Copilot in Excel (Skills)
Summary: Microsoft added "Skills" to Copilot in Excel — you save a markdown file describing how your firm builds a model or runs a close, and Copilot follows those exact steps instead of guessing at a fresh prompt every time. Why it matters: If it works as described, you stop re-explaining your close checklist to an AI assistant every single month — you write it once. Catch: Microsoft's only evidence so far is its own claim that the feature was tested internally by its finance team — not an independent benchmark, and not a 3-person tax practice. Unknowns: Pricing tier and rollout speed for non-enterprise Microsoft 365 customers aren't spelled out — worth confirming with your Microsoft rep before you build out a library of Skills files. My take: Worth testing this week if you already pay for Microsoft 365 Copilot — building one SKILL.md for your month-end close costs you twenty minutes and tells you fast whether it actually holds your formatting. Skip it if you're not already a Copilot subscriber; this isn't a reason to buy in on its own. [Read more →]
📰 QUICK HITS
CCH Axcess Promises Faster K-1 Entry — Wolters Kluwer added AI document extraction to CCH Axcess Scan that pulls K-1 data straight into CCH Axcess Tax, claiming a 60-80% cut in entry time on complex K-1s. Why it matters: pilot it on your five worst K-1s before full tax season hits, not your whole client list on day one. (Self-reported by Wolters Kluwer off "early users" — and zero benefit if you're on Lacerte, UltraTax, or Drake.) [Read more →]
Intuit Speeds Up Bank Feeds, Adds AI Onboarding — Intuit's latest QuickBooks update claims an 18% faster homepage and bank-feed categorization accuracy up from roughly 78% to 88%, with AI-assisted new-client onboarding hitting beta in late July. Why it matters: if you onboard new QuickBooks clients regularly, test Intelligent Onboarding the day it lands — it's designed to auto-build an industry-appropriate chart of accounts from scratch. (Intuit's own numbers — the byline is the editor of Intuit's own Firm of the Future blog, so treat this as company-authored, not independent. Niche-industry templates may still need as much cleanup as starting manual.) [Read more →]
IMA Launches AI Literacy Credential — The IMA introduced a new AI in Finance micro-credential, a self-paced program requiring 15-20 hours of study versus the 18 months typically needed for the CMA. Why it matters: it's a cheap way to set a baseline before you write a firm-wide AI policy for junior staff. (Built for corporate and management accounting audiences, so the content may not map cleanly onto tax or audit work.) [Read more →]
Trintech Launches Two AI Close Agents — Trintech released agents that automate fluctuation analysis during close and explain budget-to-actual variances after it, for finance teams already on its platform. Why it matters: if a client brings this up, push them on whether the agent is replacing judgment calls in variance review or just the data-pulling — you want a human signing off on the former, not the agent. (No independent performance data exists — this is Trintech's launch copy and CEO quote, and it has zero application for the typical small-business engagement run manually or in QuickBooks.) [Read more →]
The AI IPO Rush Is Coming
OpenAI and Anthropic could bring a new wave of AI attention to the public markets. But investors don’t have to wait for the IPOs.
MarketBeat’s 7 AI Stocks to Buy Now report reveals 7 publicly traded companies positioned to benefit from the next phase of AI investment.
💡 QUICK TIP
If you're going to test Copilot's new Skills feature, start with something low-stakes like a standard engagement-letter template, not your close checklist — you want to see how it fails before you trust it with anything client-facing.
⚠️ HEADS UP
KPMG: Most Firms Can't See What AI Agents Cost — KPMG's survey found AI agent deployment held flat at 53% of organizations, but only 26% have real-time visibility into what running those agents actually costs, and 35% of leaders cite token and inference pricing as a literacy gap. This is the same pattern as unbilled cloud overages a decade ago, except faster and harder to see coming, because usage-based AI pricing can spike mid-month with no warning on a dashboard most firms haven't built yet. If you're billing clients for AI-assisted advisory work, or running AI tools inside your own practice, set a hard monthly budget and a usage-tracking process now — before you find out the hard way what a heavy agent month costs. Why it matters: margin erosion on AI-assisted engagements is invisible until the invoice arrives, and by then it's too late to renegotiate the scope. [Read more →]
BlackLine Adds Governance Layer for AI Agents: BlackLine added a "Finance Control Console" giving CFOs centralized audit trails and policy controls across AI agents from multiple vendors. Why it matters: if a larger client is running agentic AI without something equivalent, that's a control-environment gap worth raising directly in your next risk conversation with them. (BlackLine's own product description — no independent audit of the governance claims yet.) [Read more →]
This issue is really one story told four ways: every vendor wants AI to handle a repeatable process, and almost none of them have outside proof it works yet. Test small, on your own data, before you believe the percentage in the press release.
—Alex
Better cap table management starts here
Cap table management doesn’t have to be frustrating. From issuing grants to 409A valuations or ASC 718 reporting Pulley can make it simple.
Just ask Linear. They knew they needed a partner who could handle the complexity of their equity management. That’s why they migrated to Pulley.
📬 Know an accountant drowning in manual bookkeeping? Forward this.