XcelLabs: Pioneering an AI-First Mindset for Accountants

XcelLabs, co-founded by Jody Padar and Katie Tolin in collaboration with the Pennsylvania Institute of CPAs and CPA Crossings, aims to revolutionize the accounting sector by promoting an AI-first mindset among teams in larger firms. The platform offers a training and technology solution that enhances accountants’ skills in AI and strategic thinking through its XcelLabs Academy, which includes online courses on AI fundamentals, leadership, and advisory skills. Utilizing Navi AI technology, XcelLabs transforms unstructured data into actionable insights, catering to individual users’ emotions and needs. Currently in beta, XcelLabs emphasizes a unique approach by integrating strategy with practical AI tools to upskill professionals rather than merely automating their tasks. This initiative aims to create “AI-X(SM)” firms that leverage AI for excellence, maintaining a human-centric focus in the evolving accounting profession and supporting long-term growth and relevance.

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