AI & Finance™ | News for the Week Ending 4/3/26

Nacha has announced that Abrigo has become a Nacha Preferred Partner for ACH Experience/Compliance/Risk and Fraud Prevention. 

Abrigo provides artificial intelligence-powered software and services that help more than 2,400 financial institutions detect and prevent fraud, manage risk, and drive growth. Its fraud detection solution enables users to analyze ACH files in real time to identify high-risk patterns, such as mule accounts, fan-out behavior, and unusual timing, before transactions are processed. 

Nacha’s Preferred Partners are organizations that offer products and services that advance the ACH Network through their demonstrated leadership and innovation. For more information about the program, visit Nacha’s Preferred Partner page. 

Advisor360°, the AI-native operating system for the advisor experience, today announced a new integration with CapitalROCK’s RightBRIDGE®, bringing together digital account opening and case management within a single, connected workflow. 

This new solution, which was driven by MassMutual’s commitment to delivering a (more) seamless experience for advisors and clients, has quickly resulted in efficiency gains that allow advisors and their staff members to spend more time focused on client relationships. 

The integration combines Advisor360°’s digital onboarding capabilities with RightBRIDGE’s structured best interest framework, enabling advisors to initiate, document, and complete account openings without duplicative data entry or disconnected systems. 

ARMAI Technologies, a Charlotte-based AI fintech specializing in intelligent risk automation, today announced a strategic relationship with First Federal Bank of Kansas City (FFBKC) to modernize third-party risk management (TPRM), embedded finance oversight, and enterprise risk management (ERM) processes. As regional and community banks accelerate participation in embedded finance and sponsorship banking models, robust risk management tools are essential as each new relationship introduces operational, compliance, cybersecurity, and concentration risks. 

ARMAI will support FFBKC in modernizing third-party risk management and embedded finance governance. FFBKC will leverage ARMAI to automate vendor due diligence, implement real-time risk scoring, continuously monitor fintech programs and generate audit-ready documentation aligned with regulatory expectations. ARMAI’s Intelligent Review Engines (“IRE”) platform ingests policies, SOC reports, contracts, and regulatory guidance to produce evidence-backed risk assessments and executive-ready summaries. ARMAI transforms traditionally manual, spreadsheet-driven reviews into a structured, AI-powered workflow aligned with FFIEC, FDIC, and OCC guidance. 

PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced a collaboration with Asseta AI, an AI-driven financial platform purpose-built for family offices to support modernizing their financial operations. Today’s collaboration places PKF O’Connor Davies at the forefront of technology-enabled family office advisory services. 

Asseta AI provides a cloud-based platform for family offices facing increasing pressure to operate with greater efficiency, transparency and control while managing complex, multi-entity structures and evolving reporting requirements. Addressing these challenges requires both modern technology and experienced advisory support. Asseta AI’s cloud-based platform integrates accounting, investment reporting and financial operations into one unified system designed specifically for the needs of family offices. 

PKF O’Connor Davies has a long history of serving ultra-high net worth families, private business owners, family offices and the financial services firms that serve them, and has built leading, award-winning practices in the family office and financial services spaces. With this collaboration, the firm plans to leverage the Asseta AI platform to accelerate the modernization efforts of family offices, from initial evaluation and implementation through ongoing financial operations and optimization. 

Bank of America’s Wealth Management businesses, Merrill Wealth Management and Bank of America Private Bank, today announced the full-scale rollout of AI‑Powered Meeting Journey, an integrated solution that helps optimize how advisors and their teams prepare for, conduct, and follow up on client meetings. The streamlined meeting experience enables advisors to redirect meaningful time toward strategic planning and deeper client engagement. 

AI-Powered Meeting Journey core capabilities include meeting prep, which quickly searches and consolidates client relationship insights and recent activity into ready‑to‑use prep materials to enable more personalized and productive client conversations; meeting summarization, which with client consent, acts as an AI notetaker during virtual meetings, capturing discussion highlights and creating a shareable meeting summary; and meeting follow-up, which summarizes meeting decisions and next steps based on meeting notes, generating tasks and documentation. 

Connect Trade, the unified broker connectivity API for fintech platforms, today announced a comprehensive suite of AI-native capabilities. Using Connect Trade’s new enterprise-grade remote Model Context Protocol (MCP) server, fintechs can connect users’ retail brokerage accounts directly to AI models from any LLM provider, including those powering popular AI products like Claude, ChatGPT, Gemini, and Perplexity. Client platforms enjoy access to normalized, low-latency brokerage data and seamless trade execution across the Connect Trade broker network. 

Connect Trade also released an OpenAPI specification compatible with today’s leading AI coding tools, enabling platforms to generate broker integrations straight from the spec. 

The announcement comes as AI platforms race to integrate financial data. Connect Trade closes a critical gap in intelligent finance by providing the infrastructure to connect AI agents to brokerage accounts at scale across a normalized, multi-broker network. Connect Trade empowers fintech platforms to deliver AI agents that read account balances, positions, and transaction history, place trades, cancel orders, and stream real-time market data across equities, options, and futures. 

Corgi Insurance today announced the acquisition of Corgi.com, securing the highly sought-after domain as the company continues to build the first fully integrated, AI-powered insurance carrier. 

The acquisition represents a significant milestone for the company, reinforcing Corgi’s brand identity while establishing a single, memorable destination for customers, partners, and developers engaging with the platform. 

Founded in San Francisco and incubated through Y Combinator, Corgi Insurance is redefining how insurance is built and distributed. The company is developing a full-stack insurance carrier powered by artificial intelligence, designed to automate underwriting, simplify coverage for businesses, and dramatically reduce the friction traditionally associated with purchasing insurance. 

CustomerInsights.AI has emerged as a winner in the 2026 Artificial Intelligence Excellence Awards, in the category of Agentic AI, presented by the Business Intelligence Group. 

The award recognizes organizations, products, teams, and individuals delivering measurable results through Artificial Intelligence, highlighting those applying AI in ways that drive real, tangible impact. 

The 2026 Artificial Intelligence Excellence Awards honor achievements across a broad range of industries and use cases, spotlighting companies and leaders moving AI beyond experimentation into practical, accountable deployment. In 2026, the program celebrated excellence across 36 diverse industries and more than 15 countries, marking a new benchmark for industrial innovation. 

Duck Creek Technologies, the global intelligent solutions provider defining the future of property and casualty (P&C) and general insurance, today announced Encova Insurance, a super-regional insurer providing commercial, auto and home insurance, is live on the latest version of Duck Creek Distribution Management. By upgrading Distribution Management, Encova unifies and modernizes its agency operations across all lines of business to support future growth and improve agent experience.  

Headquartered in Columbus, Ohio, Encova offers a wide range of commercial and insurance products in 27 states plus Washington, D.C. With more than 2,000 appointed agencies, the need for a more centralized and efficient platform became clear.  

With Distribution Management, Encova is modernizing and consolidating agency management functions across all lines of business into a single, integrated platform. The centralization of previously siloed systems created a single source of truth for agent and agency data, automating processes, simplifying the experience, and significantly decreasing onboarding time. 

Shade Tree Advisors, a multi-family office serving high-net-worth families, is working with EtonAI™ by Eton Solutions to significantly streamline its operations. Eton Solutions’ wealth management platform supports more than $1.4 trillion in assets for over 1000 of the world’s wealthiest families. By integrating the company’s artificial intelligence into its core workflows, Shade Tree has streamlined the work required to handle thousands of documents, cutting processing time by 80% while maintaining accuracy rates over 97%. The firm reports saving hundreds of hours annually, which it is now reallocating to client service and financial planning. 

Since family offices like Shade Tree manage diverse, complex assets across traditional and alternative investments (private equity, real estate, hedge funds), reporting formats rarely follow the same structure. This means that each month, skilled professionals spend their days on labor-intensive manual tasks, such as standardizing financial data from hundreds to thousands of documents, including custodian statements, tax filings and credit card records. Handled manually, this classification, extraction and reconciliation work takes time that could be spent on high-value advisory work that actually moves the needle for families. 

For firms like Shade Tree, this productivity gain translates directly into more capacity for the work that matters, including assessing investment decisions and building the kind of trust with clients that sustains long-term relationships. 

Euna Solutions®, a leading provider of purpose-built, cloud-based software for the public sector, today announced a series of artificial intelligence (AI) initiatives aimed at helping state and local governments navigate increasingly complex fiscal responsibilities. The announcement includes the introduction of Euna AI, a new intelligence layer embedded across the company’s platform, as well as expanded AI leadership and new product capabilities designed to strengthen how agencies oversee grants, budgets, and public funds. 

Public sector finance leaders face mounting pressure as compliance requirements expand, grant programs grow more complex, and staffing shortages persist. They are all pressures that are accelerating AI adoption across the GovTech ecosystem. According to Euna’s State of AI in the Public Sector research report, which surveyed public sector finance and operations leaders, interest in AI is widespread. Still, adoption remains early: 57% of agencies are exploring AI, while only 16% are piloting projects and just 1.6% report broad deployment. 

The research found that public agencies see the greatest near-term value in core processes such as procurement, budgeting, and grant administration, where AI can automate high-volume tasks and support stronger decision-making. More than two-thirds of respondents identified time savings and productivity gains as the primary success metrics, highlighting the opportunity for AI to help public finance staff operate more efficiently. 

Finster AI, a leader in agentic AI solutions for financial services, today announced a strategic partnership with FactSet (NYSE: FDS| NASDAQ: FDS) to power the firm’s newly launched AI-driven workflow automation platform for banking. Alongside the partnership, FactSet has made an investment in Finster AI, further strengthening the collaboration and shared commitment to transforming investment banking workflows. 

Through this partnership, Finster AI’s advanced agentic infrastructure and workflow intelligence capabilities serve as a core engine within FactSet’s AI solution for banking, enabling AI-native capability and automation across complex, high-value banking processes from origination through execution. 

FactSet’s AI solution for banking represents a new paradigm for financial institutions, moving beyond fragmented and siloed tools and data stores towards a unified, secure environment for AI-native work in banking. By integrating Finster’s technology, the platform enables banking teams to automate the creation of critical transaction artifacts, synthesize insights across datasets, and streamline complex processes across the entire deal cycle with full transparency and control. 

Gerard McMann, a Montreal-headquartered financial services provider, today announced the expansion of its integrated trading and investment platform, offering enhanced AI-driven tools designed to help both new and experienced investors navigate today’s volatile markets. 

With headquarters at 150 Sainte-Catherine Street West in Montreal, Gerard McMann has built a reputation for delivering fast, secure, and user-friendly trading solutions. The platform combines advanced artificial intelligence with traditional trading features, allowing users to execute trades quickly and precisely while maintaining robust risk management controls. 

Key features of the Gerard McMann platform include access to over 90 order types, real-time trade confirmations, portfolio analysis tools, and integration with more than 200 research providers. The system supports multiple account types, including tax-advantaged RSP and IRA options popular among Canadian investors. Clients can trade across stocks, cryptocurrencies, futures, and other assets from desktop, web, or mobile devices. 

Glia, the leading platform for intelligent banking interactions, today announced Glia CoPilot — a self-learning AI knowledge tool for every role — and Glia Banker, the next generation of the Glia Virtual Assistant (GVA), the banking industry’s most widely adopted AI for automating customer and member interactions. 

The announcement arrives as regional and community institutions face mounting pressure on every front: fintechs capturing new accounts, megabanks outspending on technology, and the race to grow loans and deposits. One solution for many is the accelerating shift toward the Universal Banker — a staffing model in which a single agent, empowered by AI, combines the roles of a teller and a personal banker. 

By promoting generalist roles, institutions can reinvest or reallocate the efficiency gains from AI to other areas of the institution. Glia CoPilot was designed to support this transition by surfacing critical information during and outside of live interactions. This allows agents to spend less time searching for answers and more time building the high-value relationships that fuel growth. 

Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in next-generation digital services and consulting, today announced a definitive agreement to acquire Stratus, a leading technology solutions provider for the property & casualty (P&C) insurance industry. This strategic move strengthens Infosys’ leadership in the insurance sector and accelerates AI-powered digital and data transformation for global P&C insurance clients. 

Headquartered in the United States, Stratus brings a team of 450+ experts with deep industry knowledge, consulting excellence, and advanced technology capabilities. Stratus is a leading Guidewire Software partner offering transformation solutions to property and casualty (P&C) insurers. With a global delivery footprint that spans across the U.S., Canada, and India, Stratus delivers end-to-end Guidewire InsuranceSuite capabilities across PolicyCenter, ClaimCenter, BillingCenter, integrations, upgrades, cloud migrations, and application managed services. The company brings deep P&C domain expertise across personal, commercial workers’ compensation, and specialty lines, supported by industry-specific accelerators and repeatable delivery frameworks that enable faster, high-quality transformations at scale. Stratus has a dedicated data practice with capabilities across Guidewire CDA, Data Studio, DataHub and InfoCenter, Databricks, and Microsoft Fabric, positioning it as a differentiated, scaled partner for complex, cloud- and AI-led P&C transformations. 

By integrating Stratus’ strong Guidewire and P&C insurance platform consulting expertise with Infosys’ global reach, Infosys Topaz AI offerings, and Infosys Cobalt cloud offerings, Infosys will be well-equipped to support insurers in core modernization, cloud adoption, data-driven transformation, and enhancing customer experience. The collaboration also expands Infosys’ presence with new insurance customers and key buying centers globally. 

Jump, the leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced the launch of AI Associate, a powerful agent built for advisors that enables firms to take action across their workflows – whether directly within Jump or integrated into their broader enterprise environment. The launch builds on Jump’s recently introduced AI Operating System structure – Meet, Grow and Operate – extending the platform from intelligence and automation into coordinated, real-time action. 

AI Associate introduces an execution layer to Jump’s conversational interface, allowing advisors not only to surface insights from meetings, documents and systems, but to act on them in real time. Embedded across Jump’s unified data, integration and agentic AI orchestration foundation, AI Associate functions as a digital teammate that works across CRM systems, email, financial planning tools and more. 

AI Associate enables advisors to move seamlessly from “ask and understand” to “ask, decide and do” within a single interface, reducing the need to switch between systems or manually complete administrative work. 

Kinective, the company delivering intelligent banking to over 4,000 banks and credit unions every day, today announced its acquisition of OrboGraph, an industry-leading provider of AI-powered check recognition and fraud prevention solutions. 

The acquisition marks Kinective’s strategic entry into AI-driven check fraud prevention—addressing one of the most critical challenges facing financial institutions and a top request from Kinective’s customers. With check fraud surging 385% since the pandemic, the addition of OrboGraph’s battle-tested technology delivers the advanced protection financial institutions require to safeguard their operations. 

OrboGraph’s OrbNet AI platform delivers best-in-class check recognition technology with better than 99% read rates and 99.5% accuracy. The platform powers advanced fraud detection capabilities that protect financial institutions from counterfeits, forgeries and alterations, as well as providing Positive Pay capability for business check payee verification. The technology processes checks across omnichannel workflows—from teller and branch capture to mobile remote deposit, ATMs and wholesale lockbox operations—achieving fraud detection success rates exceeding 95%. 

Kroll, the leading independent provider of global financial and risk advisory solutions, and Greenboard, a pioneer in artificial intelligence (AI)-native SaaS-based compliance technology, today announced a strategic partnership. 

Through this partnership, Kroll will combine its deep compliance and regulation advisory expertise with Greenboard’s next-generation compliance platform that unifies archiving, supervision, certifications, marketing review and vendor diligence into a single, centralized hub. This partnership brings rapid innovation to the financial services industry, combining the best of cloud, AI and Kroll’s trusted advisory expertise to deliver continuous value and greater control to clients. 

By leveraging advanced AI and cloud automation, this partnership enables organizations to streamline compliance operations, increase transparency and stay ahead of evolving regulatory requirements. Unlike point-solution approaches, this partnership provides holistic compliance management by seamlessly blending advanced technology with Kroll’s established offerings, eliminating the inefficiencies and risks of managing multiple disconnected tools. Kroll’s RegTech platform is designed to be the foundation of a holistic risk-tech ecosystem powered by best-in-class providers. 

Mphasis (BSE: 526299; NSE: MPHASIS), a global AI‑led, platform‑driven technology solutions provider, today announced the successful completion of a major technology modernization program with Flagstar Bank, N.A. (NYSE: FLG) (the “Bank”), marking one year of the successful collaboration between the two organizations. Over the past year, Mphasis has partnered with Flagstar to establish a next‑generation data center, cloud platform, and to modernize the critical technology infrastructure supporting the Bank’s transformation into a top-performing U.S. regional bank. 

The Mphasis–Flagstar partnership has created a scalable technology platform that supports Flagstar’s evolving business needs while enabling future innovation across its digital banking environment. Specifically for Flagstar, there was a need to consolidate six legacy data centers due to several recent acquisitions.  As Flagstar seeks to become a leading regional bank, modernizing their critical technology infrastructure was imperative to set the stage for its next chapter. 

The first phase of the program involved the end‑to‑end design, installation, configuration, and certification of two next‑generation data centers. Working closely together with Flagstar’s technology team, we consolidated six data centers into two modern, co-sourced data centers, in approximately twelve months—a timeline rarely achieved for projects of this scale. Following this, Mphasis successfully migrated hundreds of business‑critical applications to the modern platform with zero downtime. 

Options Technology (Options), the leading provider of institutional-grade infrastructure, market data, and managed services for global financial services, today announced the successful completion of its acquisition of Crossvale, a US-headquartered leader in application and platform modernization. 

The completed acquisition strengthens Options’ ability to help financial services firms modernize legacy environments, reduce technology debt, and accelerate adoption of private cloud and AI, within a secure, compliant operating model purpose-built for regulated markets. The acquisition builds on an already successful partnership between the two firms, with several joint deployments underway. 

With the transaction now closed, Crossvale’s capabilities are fully integrated into the Options platform, combining deep expertise in containerization, application modernization, and database migration with Options’ global private cloud infrastructure. The result is a unified, end-to-end solution enabling clients to modernize applications, migrate data, and deploy AI workloads with full control over performance, security, and data sovereignty. 

Ramp, the leading financial operations platform, is expanding its partnership with Visa, a global leader in digital payments. The partnership expansion includes a renewed multi-year issuing agreement and deeper technology integration, including work with Visa Intelligent Commerce and the Visa Trusted Agent Protocol. 

Ramp and Visa are introducing AI agents that securely automate corporate bill pay, reduce manual work, curb spend, and unlock meaningful savings. As global businesses demand faster, more automated ways to manage spend, agentic AI is redefining how payments are executed and controlled. For Ramp’s 50,000+ customers, this means greater payment flexibility and more control over corporate spend globally. 

Visa will also leverage Ramp for targeted corporate service use cases under the agreement. 

S&P Global (NYSE: SPGI) today announced the launch of the S&P Global, Cambridge Associates, Mercer Private Markets Performance Analytics datasets, the first release from the collaboration introduced in 2025. The datasets – developed in collaboration with Cambridge Associates and Mercer, a Marsh Business (“Mercer”) – are designed to help investors compare performance, manage risk, underwrite deals and determine portfolio impacts. The initial release delivers comprehensive, standardized data across thousands of funds and their underlying assets in private credit and real assets. Datasets for private equity and other asset classes will follow later in 2026. 

Powered by S&P Global’s iLEVEL portfolio monitoring platform, the datasets leverage a new, proprietary private markets taxonomy to standardize, aggregate and anonymize data. The datasets empower both limited partners (LPs) and general partners (GPs) to analyze performance, identify trends and inform allocation decisions. 

The private credit and real assets datasets are now available globally to investors. Use cases include portfolio performance monitoring, risk management, asset allocation decisions, fundraising analysis and competitive insights — supporting investment teams, risk managers and senior leadership at LP and GP organizations. Future releases will include data feed APIs and integrated software solutions. 

Smartstream, the trusted data solutions provider for leading global financial institutions and enterprises, today announces that Smart Agents – its agentic AI solution for bank back-office operations is delivering measurable, transformational impact, with pilot results showing a 70% reduction in investigation time per user, per break. 

As the industry accelerates toward a service as software (SaS) operating model, and allowing more work to get done from software solutions, Smartstream is embracing this approach with agentic AI. The results validate a fundamental shift in how financial institutions approach exception management. In one benchmark scenario, the manual processing of 500 exceptions, typically requiring 116 hours of team effort, was reduced to just a few hours under fully autonomous operations. This eliminates swivel-chair workflows and frees up teams to focus on risk oversight, decision making, and higher-value activities. 

Institutions continue to struggle with back-office workflows that consume up to 70% of operational effort. Fragmented systems, manual data gathering, email-based communication, and over-reliance on individual expertise create bottlenecks that traditional automation has failed to resolve. Smart Agents addresses this not by optimising existing processes, but by replacing them entirely with intelligent, autonomous workflows that plan, decide, and execute end-to-end. 

Deloitte has completed the sale of Auvenir, a leading provider of cloud-native, accountech and compliance platforms, to the Company’s management team comprising Pete Myers, Neeraj Sharma, and Tim Parker.  As a part of the transaction Auvenir re-branded as Streamworks Tech. 

Founded as a Deloitte venture to automate engagement and client collaboration, the Auvenir team has helped develop audit software with major audit and assurance customers including Deloitte, Audit New Zealand, and other government entities.  Auvenir also has significant traction with Canadian Certified Public Accountant (CPA) firms using its quality management compliance solution and its engagements product used for preparations, compilations, reviews, and audits.  

Streamworks Tech has just launched its artificial intelligence (AI) powered system for quality management in the United States in collaboration with CPA Club, which includes ongoing monitoring and seamless migration from existing tools.  

UiPath (NYSE: PATH), a global leader in agentic automation, today announced new purpose-built agentic AI solutions designed to help financial institutions automate complex operational workflows across financial crime, compliance, and loan origination while maintaining the security, transparency, and auditability required for regulatory compliance. 

Financial institutions face mounting pressure from evolving regulatory requirements, heightened fraud risk, and growing expectations for faster, more seamless lending experiences—these challenges are often compounded by operational and data bottlenecks that slow investigations, delay loan decisions, and increase compliance risk. To address these issues, UiPath developed new purpose-built agentic AI solutions complemented by the recent acquisition of WorkFusion, a pioneer in AI agents for financial crime compliance, further strengthening UiPath’s portfolio of agentic AI-powered solutions for the financial services industry. 

Incorporating WorkFusion’s purpose-built AI agents for financial crime compliance into the UiPath Platform, the UiPath Solution for Financial Crime Compliance automates key analyst workflows including sanctions screening, alert review and adverse media monitoring—helping financial institutions reduce alert backlogs, improve investigator productivity, and strengthen regulatory compliance while maintaining robust governance and auditability. 

Harborstone Credit Union, a member-owned cooperative with over 120,000 members and approximately $3.0 billion in assets serving communities across Washington, has partnered with Upstart (NASDAQ: UPST), the leading artificial intelligence (AI) lending marketplace, to support its members and continued growth in personal lending. 

Harborstone started lending as a partner on the Upstart Referral Network in February 2026. As part of the Upstart Referral Network, qualified personal loan applicants on Upstart.com who meet Harborstone’s credit policies receive tailored offers as they seamlessly transition into a Harborstone-branded experience to complete the online member application and closing process. 

In 2025, Harborstone also invested in whole personal loans originated through Upstart’s AI-powered marketplace. By combining loan purchases with direct originations through the Upstart Referral Network, Harborstone is aligning its capital deployment strategy with a modern, all-digital personal lending offering. 

Wells Fargo today announced significant milestones in its digital transformation, underscoring growing customer adoption of its mobile banking platform and AI‑powered virtual assistant, Fargo®. Fargo has now supported customers through more than 1 billion interactions – achieved in less than three years since its launch. Additionally, the company surpassed 33 million mobile active users last month. 

These milestones reflect scale and trust as millions of customers increasingly rely on Wells Fargo’s digital tools to manage everyday financial needs quickly, securely, and with greater personalization. 

By combining intuitive design with responsible use of artificial intelligence, Fargo allows customers to accomplish more through natural, conversational interactions—reducing friction and saving time. 

Zapier, the most connected AI orchestration platform, and Rillet, the AI-native ERP backed by a16z, Sequoia, and ICONIQ, today announced an integration that gives finance teams a fully AI-native stack for the first time. The partnership connects Rillet’s intelligent general ledger with Zapier’s network of 8,000+ app integrations, enabling AI agents to orchestrate complex financial workflows (month-end close, General Ledger (GL) sync, approval routing, reconciliations) across a company’s entire tool ecosystem without engineering resources or expensive consultants. 

Finance teams at fast-growing companies have been stuck in an awkward spot. Legacy ERPs like NetSuite and Sage were built for a pre-AI world with months-long implementations, heavy consultant fees, and bolted-on AI features that don’t change how work gets done. Meanwhile, finance leaders are under pressure to adopt AI and close the books faster. The Rillet and Zapier integration is built to close that gap. 

For the first time, finance teams have a stack where the ERP thinks and the orchestration platform acts. Rillet’s AI-native architecture was designed from day one to learn, adapt, and reason over financial data. Zapier extends that intelligence across every tool in the finance stack, from Slack and email to payroll and CRM, with AI agents that handle the orchestration automatically.