RSM Partners with Rillet for Agentic Finance

Financial Reporting | September 24, 2026

RSM Partners with Rillet for Agentic Finance

The partnership is intended to help modernize fragmented finance systems to strengthen data and controls.

Isaac M. O'Bannon

Rillet, an agentic AI ERP platform for business finances, and RSM US LLP, a top 5-ranked (by Inside Public Accounting) provider of consulting, tax and assurance services for the middle market, today announced a strategic alliance to help clients transform financial infrastructures for the AI era.

The partnership is intended to help modernize fragmented finance systems to strengthen data and controls, streamline manual processes and prepare teams to use AI-native capabilities that automate routine accounting workflows, close faster and reduce the month-end scramble.

Finance leaders face growing complexity across systems, processes, talent and compliance. Manual workarounds, siloed data and competing priorities limit visibility, slow decision-making and reduce the strategic impact of the finance function. This alliance brings together Rillet’s AI-native ERP and RSM’s experience helping finance leaders evaluate operating models, modernization strategies, AI readiness, governance and organizational change to drive process efficiencies and the transformation required to adopt AI responsibly and effectively.

“RSM helps finance leaders align technology decisions to bring clarity to complex business challenges and build the operating model, data foundation, governance and adoption strategy needed to improve finance functions,” said Daniel Beil, partner and cloud native capability leader at RSM. “Together with Rillet, we’re enabling finance teams to build more intelligent operations with greater visibility, stronger controls and a foundation for responsible AI adoption.”

With a continuously updated general ledger, embedded AI agents, advanced revenue recognition, and multi-entity accounting and real-time reporting, Rillet helps finance teams move beyond manual workarounds and legacy close cycles to operate from a trusted, always-current view of the business.

“RSM understands middle market enterprises, and this collaboration underscores a shared commitment to deliver AI-powered finance operations built for speed, scale and better visibility,” said Nicolas Kopp, CEO and co-founder of Rillet. “By combining Rillet’s agentic finance infrastructure with RSM’s deep finance transformation and implementation expertise, organizations can accelerate modernization, gain real-time visibility and build an agentic finance function.”

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Isaac M. O'Bannon

Isaac M. O'Bannon

Managing Editor

Isaac M. O'Bannon is the managing editor and digital content manager for CPA Practice Advisor (www.CPAPracticeAdvisor.com), drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. . Prior to CPA Practice Advisor, O'Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma's College of Engineering and other technology leaders. He is a U.S. Navy groundforces veteran (never a SEAL). Email: isaac.obannon - @ - cpapracticeadvisor.com . Isaac OBannon 2019 Cropped Small Headshot