AI & Finance™ | News for the Week Ending 5/22/26

Runloop, the best enterprise-grade infrastructure platform for the development, evaluation, and scalable deployment of AI agents, announced today that Accrual has selected Runloop as the production infrastructure powering its AI agents across customer deployments. 

Accrual is the augmented accounting intelligence platform used by top accounting firms, including Armanino, Creative Planning, and H&R Block. The company is building AI infrastructure for accountants that amplifies their judgment rather than replacing it. The Accrual platform unifies data intake, preparation, review, exception handling, and delivery into a single workspace where AI agents handle the mechanical work that has historically bogged down accounting professionals. 

Firms running on Accrual have reduced preparation time by more than 85 percent and review time by up to 60 percent, with every 50 complex returns effectively adding the capacity of one accountant. As Accrual extends from individual returns into the broader scope of professional accounting work, it has standardized on Runloop to handle the underlying agent infrastructure. 

CAIS, the leading alternative investment platform for independent financial advisors, today announced a new integration with Anthropic’s Claude that brings alternative investment intelligence directly into the tools advisors already use. By launching as a Model Context Protocol (MCP) server, CAIS enables advisors to query fund data, analyze performance, and surface portfolio insights — all without leaving their primary workspace. The result is faster, more efficient investment decisions, and a more holistic view of client portfolios, with no disruption to existing workflows. 

Building on the launch of CAISey, an AI solution to streamline platform information about alternative investments and capital markets, this integration represents a meaningful transformation in how advisors engage with asset classes and strategies. Now available to a select group of advisors within the CAIS network, it enables Claude to serve as an intelligent interface to the platform from within advisors’ primary workspace, powered by CAIS as an MCP server. Beyond the MCP server, CAIS is developing multiple interface layers in support of its “Alts Engine” strategy, an integrated infrastructure built to automate and streamline alts workflows across partner platforms. This approach reduces the need for manual reconciliation across disconnected systems and gives advisors a unified, AI-powered view of their allocations. 

In practice, this means advisors can instantly surface key information, evaluate manager performance, and portfolio insights for their clients all without leaving their workflow. CAIS sees this as another step toward aggregating data across an entire portfolio and converging how public and private investments are managed as part of a total portfolio strategy. 

Emburse, a global leader in travel and expense management, today unveiled its fully autonomous AI agent embedded directly into T&E workflows to transform expense reporting into a touchless experience. Unveiled at Emburse in Motion 2026, the company’s annual user conference, the new AI agent proactively analyzes transactions, receipts, and itineraries to prepare expense reports that are ready for review in minutes. By reducing the average time spent on expense claims from 30 minutes to less than five, Emburse is eliminating one of the most time-consuming and frustrating tasks for modern users. 

Powered by the next generation of Emburse AI, the new agent continuously builds context for timely, accurate and compliant expense reporting. By seamlessly incorporating agentic AI into user workflows, Emburse is delivering a fundamentally reimagined expense experience, with the AI agent handling the entire process autonomously—no user prompting required. 

If any details are missing, the AI agent prompts the user to add them, either by typing or speaking in natural language, and automatically applies the updates. Instead of guiding users through alerts and missing fields, the AI agent works on behalf of users to deliver a report that’s ready to review and submit for approval. This is a proactive, intelligent agent in action—going far beyond workflow automation. 

Envestnet, the leading Adaptive WealthTech company, will open Envestnet Elevate 2026 on May 19th at the Phoenix Convention Center in Phoenix, AZ, with a detailed reveal of their artificial intelligence (AI) strategy and how it is embedding intelligence and efficiency at enterprise scale with best practice governance across the full advisor experience and the workflows that matter most: from investment management and financial planning to practice management and client engagement. 

At Elevate, Envestnet will showcase how AI is being infused across the entire fabric of its platform to help advisors operate with greater clarity, speed, and personalization at scale. Built on Envestnet’s unique combination of unified household data, thoughtful governance, and decades of institutional reliability, the strategy is designed to help advisors unify and orchestrate their operating model to deliver more connected, proactive, and personalized advice. 

Underpinning the strategy is a tailored approach that uniquely examines the goals, motivations and pain points for advisors, home offices, and asset managers, to ensure an overall seamless orchestration of wealth management. Envestnet’s strategy also presents a differentiated enterprise foundation that combines governance implemented in accordance with industry best practices, unified cross-platform data, and institutional scale. 

Envestnet, the leading Adaptive WealthTech company, today announced a series of enhancements to Envestnet | MoneyGuide at its Elevate 2026 conference, aimed at helping financial advisors streamline workflows, address complex planning scenarios, and deliver more informed client conversations. 

The latest updates are part of Envestnet’s second technology release of 2026 (R2 2026), and introduce artificial intelligence capabilities, modernized planning tools, and new strategies designed to better reflect real-world financial planning needs. These enhancements complement the recent introduction of MoneyGuide’s Dash solution, designed to address advisor time constraints and consumer hesitation to get started with financial planning. Dash reduces upfront data entry while preserving meaningful personalization, helping advisors engage prospects earlier and scale planning across a broader segment of their client base. 

Envestnet is advancing the next phase of its industry-leading Adaptive WealthTech with new enhancements to its Wealth Management Platform, as part of its second technology release of 2026 (R2 2026). The enhancements are marked by AI-powered data automation, and deeper platform integration with MoneyGuide, to unify planning and streamline financial advisor workflows. 

Second Quarter Enhancements for Envestnet’s Wealth Management Platform (WMP) include AI SPOTLIGHT, allowing advisors to Import Account Data Directly into Proposals by Uploading PDF Statements. Harnessing the power of AI, advisors can use this new feature to eliminate the need for manual data entry or Excel templates. The platform automatically identifies accounts and holdings from the uploaded file, prompts for review as needed, and integrates data into the proposal workflow – saving time, and improving accuracy, especially for clients with accounts across multiple custodians. 

Updates also include AI Explainability and Insight Exploration. Envestnet’s new AI explainability capabilities introduce an intelligent narrative layer across dashboards and widgets. This helps advisors quickly understand key performance drivers, risks, opportunities, and benchmark context without manually assembling reports or analysis. The experience is designed to transform how advisors engage with practice and client data – surfacing contextual intelligence, suggested insights, and actionable next steps directly within workflow. 

Envestnet, the leading Adaptive WealthTech company, today announced new enhancements to its Wealth Data Platform, introducing its vision for an AI-native advisor experience that helps financial advisors and enterprises move from siloed analytics to intelligent decisioning and action. 

Debuted live at Envestnet Elevate 2026, the company’s second technology release of the year (R2 2026) introduces new AI explainability capabilities, conversational insight exploration, streamlined advisor workflows, and expanded performance intelligence designed to help advisors identify opportunities, interpret complex data, and act with greater speed and confidence. 

Envestnet’s new AI explainability capabilities introduce an intelligent narrative layer across dashboards and widgets, helping advisors quickly understand key performance drivers, risks, opportunities, and benchmark context without manually assembling reports or analysis. 

FinTurk, an AI-first CRM built specifically for financial advisors, today announced its official launch and a partnership with Chicago Partners Wealth Advisors (“Chicago Partners”), a registered investment advisor (RIA) managing over $8 billion in assets for high-net-worth clients across a team of more than 50 advisors. 

Founded by Mitchell Bratina, CFA, chief executive officer, FinTurk was built to replace legacy CRM systems, helping advisors operate more efficiently, deliver more personalized client experiences and reduce administrative burden. The platform combines portfolio management, workflow automation and native AI into a customizable CRM, enabling advisors to manage client relationships, track tasks and streamline portfolio-related activities in one place. The CRM’s advanced AI infrastructure generates client insights, proactively recommends tasks and automates manual work, turning a data storage system into an active partner in managing client relationships. 

Chicago Partners transitioned to FinTurk in the first quarter of 2026 and will serve as FinTurk’s first enterprise customer. Since implementing the platform, advisors have spent less time preparing for client meetings while seeing improved meeting notes and more accurate action items. The firm is also serving as an active design partner, helping shape FinTurk’s ongoing product development based on real-world advisor workflows. This close collaboration highlights FinTurk’s adaptability and ability to evolve quickly in response to the needs of modern advisory firms. 

Hamachi.ai (“Hamachi”), a regulatory-first, AI-powered Wealth Intelligence Platform built for investment advisors and asset managers, today announced a strategic partnership with custom model portfolio provider Modelist to deliver AI-powered portfolio intelligence to registered investment advisors (RIAs). 

The partnership enables Modelist to bring its custom model portfolio insights directly into the Hamachi platform through specialized AI bots, giving advisors a faster, more interactive way to access investment perspective and portfolio strategy. 

Through the integration, Modelist will make Hamachi available to its RIA clients while launching purpose-built AI bots trained on its proprietary model portfolios and investment approach. These bots allow advisors to engage dynamically with portfolio positioning, market outlooks and underlying investment rationale within a workflow designed specifically for wealth management. 

Heron Finance announced the launch of its automated pre-IPO company investing strategy, giving individual accredited investors streamlined exposure to shares of high-growth potential private companies that were previously available almost exclusively to institutional buyers. 

The new platform allows investors to build a portfolio of pre-IPO unicorn companies in minutes, choosing from pre-built strategies or creating a custom allocation from more than 50 private companies—all with current valuations exceeding $5 billion and backed by a leading venture capital firm (firms with $10 billion or more in AUM and 15-plus years of experience). 

Once a strategy is selected, Heron monitors the private secondary market, purchases available shares through the firm’s institutional access, and provides exposure to the client. The curated strategies are rebalanced as new high-growth companies are added. When investors are ready to exit, Heron facilitates the process. 

Baker Tilly, a leading advisory, tax and assurance firm, announces a collaboration with HubSync, a workflow automation and client collaboration platform designed for accounting firms, to enhance how tax services are delivered across the firm’s middle-market client base. 

The collaboration is part of Baker Tilly’s continued investment in modernizing the tax engagement experience through more standardized, connected and AI-enabled workflows. By consolidating and advancing to a more unified digital environment, the firm is improving collaboration, increasing visibility across engagements and simplifying how clients interact with Baker Tilly throughout the tax lifecycle. 

Through the collaboration, Baker Tilly will implement HubSync’s platform to support workflow management, document collaboration, digital approvals and centralized engagement visibility across its tax practice. The platform’s AI-enabled capabilities will help streamline administrative work, improve consistency across engagements and create greater capacity for advisory-focused work. 

Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, Mailchimp, and Intuit Enterprise Suite, today announced several enhancements to Intuit Enterprise Suite, providing mid-market businesses with a command center that delivers AI-powered, real-time insights, automates complex financial management processes, and fully integrates Human Capital Management operations and money transactions in one place so they can save time and make faster, more profitable decisions. 

As mid-market businesses grow, their operations become increasingly complex. For businesses managing multiple entities, projects, or locations, the result is fragmented data, manual reporting processes, and financial visibility that lags behind the work. 

Intuit Enterprise Suite is transforming how more complex, mid-market businesses grow and scale, eliminating the need for companies to adopt traditional ERPs that are hard to use and require long, costly implementations. With today’s announcement, Intuit Enterprise Suite delivers more advanced automations for multi-entity businesses, accelerates insights with new dimensional reporting, and adds construction-specific capabilities that help improve cash flow. 

Millennial Shift Technologies (mShift), an intelligent insurance services and solutions company, today announced its position as the first InsurAI company, introducing a new category for the next evolution of insurance technology. 

For decades, the insurance industry has evolved through major phases. Traditional insurance services helped organizations manage complexity through people, process, and expertise. The rise of InsurTech brought digital platforms, portals, integrations, and automation into the market. Now, mShift believes the industry is entering its next phase: InsurAI. 

InsurAI represents a new generation of insurance companies built around artificial intelligence, structured data, workflow automation, and insurance-domain execution. Unlike technology that simply adds AI features to existing systems, InsurAI embeds intelligence directly into the insurance lifecycle to reduce friction, eliminate repetitive work, improve submission quality, accelerate underwriting, and help brokers, MGAs, carriers, and insurance partners scale more efficiently. 

Navan (NASDAQ: NAVN), the global AI-powered business travel and expense platform, announced a new suite of AI-driven tools at Navigate, its inaugural customer conference. Designed to raise the bar for productivity in travel and expense, these AI-enabled features aim to dramatically increase efficiency for employees and businesses, all while strengthening the enterprise-grade control, visibility, and user experience Navan is known for. 

With the new Travel Admin Companion, businesses will be able to ask plain-language questions in chat to uncover savings opportunities, identify why costs are increasing, and benchmark spend against peers. This tool is designed to replace the need for lengthy manual analysis. It lays the groundwork for Navan’s ecosystem of agentic AI, which may soon allow admins to take program-wide action directly from the chat interface, including blocking travel to specific destinations, making policy changes, or running simulations. For example, in response to extreme weather, an admin could instantly identify all impacted travelers, cancel upcoming trips, and block new bookings to the region in a single motion. Additionally, the companion is expected to enable ‘what-if’ modeling, allowing finance leaders to instantly calculate the fiscal impact of shifting dynamic policy caps or tightening travel windows. 

To help finance teams resolve anomalies faster, the new Expense Admin Companion will analyze flagged spend, suggest the next best action, and draft context-aware messages to send employees with a single click. While approximately 73% of expenses on Navan are completely touchless and automatically approved based on pre-defined policies, this new suite of AI tools is designed to target the remaining 27% of transactions flagged for missing details or suspicious activity. By serving as a trusted partner that finance leaders can confidently delegate approvals to, the companion will eliminate the need for admins to manually investigate suspicious spend. To save finance teams time from manually tracking down responses, the companion will also automatically remove pending items from their review list. These expenses will only reappear for final approval once the employee has provided the missing information. 

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi”), a leading independent global wealth manager with $90 billion in assets, today announced that it will be deploying Nevis, an all-in-one AI platform for wealth management, across its global advisor base. This partnership highlights AlTi’s commitment to innovation by providing its teams with cutting-edge technology that will enable advisors to spend more time on delivering best-in-class client service rather than managing administrative tasks. 

After extensive market evaluation, AlTi chose Nevis as its wealth management AI platform based on its leading offering, ability to integrate systems so as not to disrupt existing workflows, and provision of hands-on support through implementation and beyond. The firm’s advisors and support teams will have access to a unified platform for managing meetings, administrative tasks and operational processes, enabling advisors to devote more time to client service. 

SUI Group Holdings Limited (NASDAQ: SUIG) (“SUI Group” or the “Company”), today announced it has co-led with Karatage Opportunities a $15 million funding round for Nof1, a world-class AI research lab training frontier models focused on financial markets, SUI Group has also made a strategic investment in Recursive Superintelligence’s recent $650 million funding round, an AI research company building self-improving AI systems, valued at more than $4 billion. 

Sui Group invested $3 million in each of Nof1 and Recursive Superintelligence. Both investments were made alongside Karatage, the London-based proprietary hedge fund specializing in digital assets and emerging technology. SUI Group and Karatage made their strategic investments directly into Nof1 and, separately, into Recursive Superintelligence via a structured deal with Twin Path ventures. 

Karatage owns 5.63% of the common stock of SUI Group and acts as strategic advisor to the Company. Marius Barnett and Stephen Mackintosh, who are co-founders of Karatage Opportunities, serve as SUI Group’s Chairman of the Board of Directors and Chief Investment Officer, respectively. The independent and disinterested members of the board of directors of SUI Group reviewed and unanimously approved SUI Group’s investments in Recursive and Nof1. 

Paiday, the payroll management platform purpose-built for Canadian accounting and bookkeeping firms, and NumaTrack, an AI-native payroll infrastructure company, today announced they are merging to form Nooma: a unified, intelligent payroll platform designed exclusively for accounting professionals who manage payroll at scale. 

The merger creates the most comprehensive firm-first payroll solution in the Canadian market, combining Paiday’s established network of accounting firms, its widely adopted Hub and Payroll products, and its deep understanding of how firms actually deliver payroll services, with NumaTrack’s AI-native architecture, unified data layer, and advanced workflow automation capabilities. 

Canadian accounting and bookkeeping firms have long managed payroll under conditions that legacy platforms were never designed to support. Firms routinely manage payroll across multiple disconnected systems including Wagepoint, ADP, QBO Payroll, PowerPay, and Payworks simultaneously, with no single place to track status, deadlines, scope, or exceptions across their full client base. 

Novella, the artificial intelligence (AI)-powered wholesale insurance broker, has announced it raised $21 million to recruit a team of brokers, continue developing its proprietary AI platform to help brokers become ‘super-producers’, and open a series of regional offices across the United States. 

In 2026, New York-based Novella – which has a research and development facility in Tel Aviv, Israel – has opened offices in Miami, Florida, and Houston, Texas, and it plans further US openings, including in southern California in Q2. 

Founder and Chief Executive Officer Max Kane said Novella’s AI agents handle placement, binding, form comparison, policy review, subjectivity collection, inspections, billing, endorsements, renewals, and more. This allows producers to focus 100% of their time on building client relationships and growing their books. 

Nuvo Technologies, the AI-native customer-to-cash platform, today announced an integration with Avalara, the agentic AI leader in global tax and compliance. The integration connects Nuvo’s AI-powered onboarding with Avalara’s exemption certificate management and real-time tax calculation capabilities—enabling B2B suppliers to handle credit applications and tax compliance in a single, unified experience. The result is a single workflow where suppliers can approve customers and ensure tax compliance at the same time. 

Until now, B2B suppliers onboarding new customers have had to manage trade credit applications, business identity verification, and tax exemption certificate collection across separate systems. This fragmented approach leads to delays, missing documentation, and compliance exposure, particularly for suppliers operating across multiple jurisdictions. 

The Nuvo-Avalara integration addresses this directly. During the credit application process, Nuvo Intelligence automatically classifies uploaded tax documents (including state exemption certificates, resale certificates, and W-9 forms) and identifies document type, jurisdiction, and expiration status in real time. Validated certificates are then transmitted to Avalara’s Exemption Certificate Management platform, where they’re stored in a centralized compliance repository linked to each customer’s tax profile. 

OneStream, the AI operating system for modern Finance that unifies core financial and operational processes, embedding the governance, context, and control required to make AI work for Finance, and Microsoft today announced a significant expansion of its strategic partnership. The companies have committed to investing over the next three years to scale and advance AI infrastructure and accelerate the adoption and value of artificial intelligence within the Office of the CFO. 

This expanded investment builds on the long-standing collaboration between the two firms, combining OneStream’s financially intelligent AI capabilities with Microsoft Foundry and Azure cloud and AI infrastructure. The initiative aims to provide finance leaders with the specialized tools and computational power necessary to leverage AI to transform complex data into trusted and actionable insights, automate processes, and drive strategic planning, forecasting, and decision-making. 

OneStream is a unified enterprise finance management platform built entirely on the Microsoft technology stack and running fully on Azure, ensuring integration, scalability, and security for global organizations. OneStream solutions – including SensibleAI Forecast, Studio, and Agents—are available and transactable on the Microsoft Marketplace, making it easier for enterprise customers to adopt and scale AI-powered finance capabilities. 

OneStream, the AI operating system for modern Finance that unifies core financial and operational processes, embedding the governance, context, and control required to make AI work for Finance, today announced at the OneStream Splash User Conference the general availability of SensibleAI™ Agents, pre-built agents that operate natively on the OneStream platform and are integrated into Microsoft Office 356 suite, for reporting, financial analysis, and informational search. A new Finance Agentic Layer opens those same capabilities to third-party AI tools, allowing finance to forecast, guide and report on the business using Copilot, Claude, ChatGPT and Gemini. 

OneStream Finance Agentic Layer uses open Model Context Protocol (MCP) to give any AI tool secure, governed access to OneStream data with the financial logic, auditability, and permissions and audit trails that finance requires. 

Use any AI tool for finance work. Query data, generate reports, and initiate workflows using Copilot, ChatGPT, Claude, Gemini, and other AI tools. When ChatGPT is asked for a dashboard showing trends, variances, and forecast projections, it retrieves reports from OneStream using the Finance Agentic Layer and produces a C-level output in minutes. 

OneStream, the AI operating system for modern Finance that unifies core financial and operational processes, embedding the governance, context, and control required to make AI work for Finance, today announced the release of Forward Finance: The New Operating Model for Intelligent Organizations. Unveiled during the OneStream Splash User Conference, this blueprint defines how leading teams use AI, trusted data, and strong Finance–IT collaboration to guide better decisions, embed insight into day‑to‑day operations, and build teams ready to lead the business forward. 

Gartner predicts that global AI spending is projected to surpass $2 trillion and CFOs will increasingly shape enterprise strategy and AI execution. Yet many organizations remain constrained by fragmented systems, bad data, and operating models built for a pre-AI era. 

According to OneStream’s Data Governance research, 96% of executives view accurate, trusted data as important to their organization’s success, yet nearly half (47%) admit to making a material business decision based on faulty data in the past year. These errors have cost 72% of organizations $500,000 or more. To bridge the gap between AI ambition and execution, the blueprint offers practical steps Finance leaders can take now to accelerate progress and future-proof the function. 

Paychex, Inc. (Nasdaq: PAYX), an industry-leading human capital management (HCM) company, today announced Workforce Intelligence Strengthened by Expertise (WISE), the AI-powered intelligence solution transforming business operations with embedded context-aware intelligence, expert-enabled guidance, and autonomous execution. With Paychex’s five decades of trusted data and human expertise at its core, WISE transforms AI from a passive tool to expert-designed agentic workflows with the ability to complete tasks autonomously, making work faster, smarter, and more efficient. 

As the shared intelligence platform fueling Paychex’s HR and advisory solutions, WISE utilizes decades of proprietary data, regulatory requirements, and human expertise to power people and performance. 

Rossby Financial (“Rossby”), a tech-forward, open architecture, enterprise registered investment advisor (RIA), today announced its new Chief Operating Officer Lindsay Evans, who brings an outside financial industry perspective to her work for Rossby and its partners. 

Prior to joining Rossby, Lindsay was vice president of product at caregiver connector tech company Kare, a customer advisory board member at both Checkr and Twilio, and director of product management at Uniguest. Her deep expertise and understanding of technology benefits Rossby as the financial advice industry is increasingly leveraging artificial intelligence (AI) and as Rossby continues to provide innovative technology to its platform. 

Rossby also bucks the aggressive mergers and acquisitions industry trends by specifically growing at a healthy rate to serve advisors that understand its mission: to provide advisors flexibility and freedom so they can serve clients as they choose. The firm recently launched the Rossby Advisor Profitability Calculator which allows advisors to input their practice’s financial considerations to determine if they’re operating in the best model for themselves. 

StitcherAI, the company building the industry’s first IT Finance system of intelligence, today announced general availability of its platform that steers every technology investment decision a human or agent makes against business-aligned financial context, in real time. StitcherAI launched with $3 million pre-seed funding led by Founders Co-op with participation from Sunshine Lake VC, Ascend, and Plug & Play Ventures. 

StitcherAI’s unique approach embeds business context directly into organizations’ decision stacks. First, it has a semantic engine, built on FOCUS (the open billing standard adopted by AWS, Azure, and Google, co-created by StitcherAI’s founder) which unifies cloud, AI, SaaS, vendor data, and models cost in the business terms boards actually ask about: products, customer segments, margins, unit-economics KPIs, forecasts, and cost controls. That intelligence flows continuously into data lakes, BI platforms, JIRA, Slack, and ERPs the organization already runs on. 

Second, an omnipresent reasoning engine of specialized agents steers organization-specific financial context into agentic workflows and AI platforms, like Claude, Cursor, and Codex, as IT dollars are committed. That shift, from managing cost after the invoice to making business context aware decisions, transforms IT Finance from reactive to proactive, and cuts the time to understand business impact by months. 

Suralink, the agentic automation platform for accounting firms and their clients, today announced Client Data Vault, a first-of-its-kind, client-owned archive that preserves audit data within Suralink’s Request List Management platform. Client Data Vault builds on Suralink’s trusted role at the center of audit, tax, and assurance engagements. 

Today, 43% of accounting firm clients cannot access files submitted during previous engagements, forcing them to recreate documentation and reinterpret requests year after year. This results in extended engagements, rework, and frustration. 

Client Data Vault addresses the problem with an automated, side-by-side comparison directly within Suralink. Clients can view prior-year submissions alongside current requests, improving submission accuracy and reducing prep time. 

Citrin Cooperman Advisors LLC, the premier professional services provider for private, middle-market businesses and high-net-worth individuals, today announced an investment in Tellen and a multi-year strategic relationship to build and deploy AI-powered audit solutions. 

The investment builds on an existing collaboration between the firms and reflects Citrin Cooperman & Company, LLP’s broader strategy to embed AI into core audit and quality management processes. Tellen engineers will collaborate with Citrin Cooperman professionals to design, refine, and deploy Tellen’s AI Platform for audit and assurance. 

In recent years, Citrin Cooperman has more than doubled its business through a combination of strong organic growth and strategic acquisitions. Through support from its board and investors, Citrin Cooperman is now making significant investments to support one of the accounting profession’s most ambitious growth and transformation strategies. 

First Colony Mortgage (firstcolonymortgage.com) today announced it has become one of the first mortgage lenders in the country to fully deploy Tidalwave (Tidalwave.com), a next-generation AI-powered point-of-sale platform, across its entire loan officer and operations teams. The move marks a defining moment — not just for First Colony Mortgage, but for the mortgage industry as a whole. 

While most lenders still rely on manual processes, disconnected systems, and outdated borrower experiences, First Colony Mortgage is operating on an entirely different level. Tidalwave’s platform unifies every part of the mortgage process — from initial application to closing — in a single intelligent environment. Borrowers get a seamless digital experience. Loan officers get real-time data and AI-powered tools. Operations teams get automated workflows that eliminate the bottlenecks that slow closings down. 

At the heart of the platform is Solo, Tidalwave’s proprietary AI assistant built specifically for the mortgage industry. Solo isn’t a general-purpose chatbot — it’s a purpose-built mortgage intelligence engine that handles document review, flags missing conditions, runs dual automated underwriting (DU and LPA) within seconds of application completion, verifies income through Argyle and assets through Plaid, and communicates with borrowers in real time. Every action is transparent, reviewable, and integrated directly with Encompass and Optimal Blue. 

USF Credit Union (USF CU), a member-owned financial cooperative with over $1.4 billion in assets serving over 80,000 members, has partnered with Upstart (NASDAQ: UPST), the leading artificial intelligence (AI) lending marketplace, to offer personal loans to more consumers. 

USF CU started lending as a partner with Upstart in March 2026 to expand its personal lending program. On Upstart.com, qualified personal loan applicants who meet USF CU’s credit policies receive tailored offers as they seamlessly transition into a USF Credit Union-branded experience to complete the online membership application and closing process. 

Wolters Kluwer Tax & Accounting today announced the general availability of CCH Axcess™ Advisor, its Expert AI‑powered advisory solution designed to help accounting firms more easily identify, prioritize, and deliver high‑value advisory services—turning existing client data into immediate growth opportunities within their current workflows. Following a successful early adopter program, CCH Axcess Advisor is now commercially available to U.S. firms seeking a more structured, scalable path from compliance‑centric work to advisory‑led service models. 

Because it is embedded within the CCH Axcess platform, firms can begin identifying and acting on advisory opportunities immediately, without new workflows, manual data extraction, or additional tools. 

CCH Axcess Advisor is a growth enablement solution that helps tax professionals uncover advisory opportunities across their client base, estimate potential tax savings, and translate those insights into clearly defined engagements so they can guide client conversations with confidence. Powered by data from CCH Axcess™ Tax and grounded in authoritative, trusted content from CCH® AnswerConnect, CCH Axcess Advisor transforms complex client data into clear, actionable advisory guidance.