Deloitte touts AI-enabled M&A platform

Published September 25, 2026 1:16 PM

1 Min Read

Deloitte touts AI-enabled M&A platform; FoxPointe launches AI Services for SMBs; Avalara announced new agent hub; and other accounting tech news and updates.

Deloitte touts AI-enabled M&A platform

Adani Group dropped Deloitte as the auditor of various UK subsidiaries last year, replacing it with a far smaller accountancy firm. Photographer: Daniel Leal-Olivas/AFP/Getty Images

Daniel Leal-Olivas/AFP/Getty Images

Big Four firm Deloitte unveiled its new M&A Platform, already in use across more than 1,000 client engagements. Its AI agents run structured, interconnected workflows across the entire deal lifecycle, from strategy and diligence through integration, rather than just addressing isolated M&A tasks. Among many other things, it provides automated document parsing, red flag detection, insight extraction, smart risk scoring, dynamic forecasting, synergy modeling, scenario planning, value driver analysis, automated risk analysis, smart document review, insight generation, deal scenario modeling, value driver insights, term optimization, smart risk assessment, predictive deal sourcing, AI-driven prioritization, opportunity scoring, risk signal detection, org design mapping, culture fit scoring, integration risk detection, alignment acceleration, and much more. Purpose-built for the sensitive nature of M&A, Deloitte's M&A Platform is designed to protect and ringfence client and transaction data. Deloitte's M&A Platform is available now through Ascend, Deloitte's service delivery platform.

FoxPointe launches AI Services for SMBs

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FoxPointe Solutions, a division of Top 50 firm The Bonadio Group, announced its Artificial Intelligence (AI) Services offering for small to mid-size businesses, designed to help them harness the power of AI while managing adoption risks. FoxPointe's AI Services are organized around a structured framework for AI implementation and risk management, helping clients through every stage of their AI journey. The framework is tailored to each organization's starting point, priorities, and risk profile. The six service areas are designed to work together, but they can also be delivered individually based on client need. They include AI strategy and roadmap development, AI governance and policy development, AI readiness assessment, AI risk management and safeguards, AI security and platform enablement, and AI tools, templates and accelerators.

Avalara announced new agent hub

Scott McFarlane, chief executive officer of Avalara Inc., center, points to a monitor during the company's initial public offering (IPO) on the floor of the New York Stock Exchange (NYSE) in New York, U.S., on Friday, June 15, 2018. U.S. stocks fell and bonds surged as President Donald Trump moved the country closer to a trade war with China, while investors weighed diverging monetary policies from the Federal Reserve and European Central Bank. Photographer: Michael Nagle/Bloomberg

Michael Nagle/Bloomberg

Indirect taxation solutions provider Avalara unveiled Avalara Aviator, a new agent hub for tax and compliance. Avalar

AuditDashboard Connects AI Agents to Live Engagement and PBC Data

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Client experience platform AuditDashboard announced its AI Connectors, which let accounting firms connect Claude, ChatGPT, or Microsoft Copilot directly to their engagements, so agents can flag missing, incorrect, or inconsistent evidence, follow up with clients, and use PBC files while drafting working papers. AuditDashboard's AI Connectors, built on the Model Context Protocol (MCP), an open standard for securely connecting AI models to software, let firms' AI agents read from and write to their AuditDashboard engagements. People can use it to do things like add client companies and invite or deactivate users, create or roll forward engagements and assign teams, summarize portfolio status, performance, and identify engagements at risk, flag missing, incorrect, or internally inconsistent evidence, draft follow-up questions and requests for clients, and pull populations, select and upload samples, and draft working papers for auditor review using PBC files. The AI Connectors are built on AuditDashboard's role-based architecture. Users sign in via OAuth with their existing AuditDashboard credentials, and agents can only see and do what their role already allows. This control is enhanced by an AI client's fine-grained permissions, which specify what agents can read, write, and execute. AuditDashboard does not use firm data to train AI models. How the AI handles data is governed by the firm's agreement with its AI provider. Every action is logged in the audit trail and visible in engagement activity feeds.

Numeric launches Financial Data Platform as ERP replacement

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Close automation platform Numeric announced the launch of not an ERP but what they're calling an FDP or Financial Data Platform, meant to be a replacement for enterprise companies with complex accounting needs. The CEO, Parker Gilbert, premised the product on the idea that ERPs, even AI-native ones, are still trying to replicate manual processes. Rather than storing journal entries that serve as an abstract record of the original transaction, Numeric stores the complete original object, retaining the original source document and its metadata, with debits and credits as one projection of that record rather than the record itself. The result is closer to a data warehouse with accounting logic than a typical ERP. The goal is to make sure records arrive carrying enough context to be routed to the correct accounting treatment. Accountants define the rules once and review the exceptions. Detail is queryable without exporting into a separate FP&A stack, so users can drill into things like the incremental software and hardware cost of another engineer, understand revenue by customer and product line pivoted by region, or project department costs after a reorg. The platform is built for finance engineers: accountants who build systems that do the accounting, not accountants who do it by hand. Background agents, applications, and custom ledgers with hardcoded audit trails are a prompt away, possible due to complete context rather than summarized entries.

MindBridge expands oversight capabilities

Risk solutions provider MindBridge announced new capabilities designed to strengthen financial oversight as AI and automation take on more work across finance and audit, combining full-population analysis and explainability with performance at scale, connected workflows and governed agentic capabilities. Specifically, MindBridge is previewing a revamped experience with its Financial Close Oversight (FCO) and Spend Integrity Oversight (SIO) capacities. The new experience provides continuous financial oversight that integrates seamlessly into the systems and workflows businesses are already using. It is also extending its Augmented Assurance proposition earlier into the audit lifecycle with an evidence-linked, methodology-aligned risk assessment experience. The Agentic Risk Assessment (ARA) capability connects evidence, analytics, assertions, materiality and methodology to help auditors make faster, better supported and more defensible audit planning decisions. It is is also previewing Analysis Designer Agent (ADA) a new capability that helps users configure analyses for new objectives and datasets. Users can describe what they want to analyze, while an agent evaluates data suitability, recommends appropriate scoring methods, and develops the required configuration. The approach is designed to reduce setup complexity while maintaining governance and expert oversight. The company also announced its Model Context Protocol (MCP) server which enables users to access MindBridge through compatible AI assistants, bringing financial oversight to the tools they already use. Users can ask questions about analysis results, explore identified risks, and understand the signals behind them without switching applications.Together, these advances reflect how MindBridge is evolving its platform around a common customer need: making sophisticated financial oversight easier to apply as AI becomes more deeply embedded in financial workflows.

DataSnipper announces Alwin to combine finance and audit with AI

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DataSnipper, an agentic automation platform for audit and finance teams, announced the launch of Alwin by DataSnipper, an agentic platform that can run complete, multi-step audit and finance procedures autonomously, pulling and processing hundreds of documents from data sources and systems of record. Every output is tied to a snip in the source data, every step is logged, and every conclusion can be traced back to its origin. Agents can carry multi-step work across evidence collection, verification and reporting, processing hundreds of documents and returning completed workpapers for review. Conclusions remain linked to source evidence through Snips, with visibility into agent and human changes and a record of activity to support review. Teams can create and share agents through a governed library, with controls over who can access, run and publish them, plus review gates and checkpoints around how work is executed. The product is named after an auditor named Alwin who had described how much of his working life was disappearing into repetitive, manual work. That conversation became DataSnipper. Naming the platform after him is a reminder of who the technology is built for: the people doing the work.

Accounting Seed redesigns itself around AI

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Accounting automation solutions provider Accounting Seed announced what it called a reimagined accounting experience that builds knowledge of each business's workflows, approval paths, policies and revenue recognition rules, then applies that knowledge when answering questions and completing work. A new workflow interface maps out the split between people, automation, and AI. Teams can track who handles each task, from matching bank transactions to creating payables from incoming emails and managing recurring billings. Every action is attributed to the person or technology that performed it and recorded in the audit trail. Accounting Seed is also introducing the Close Hub to keep the close moving throughout the period. Finance teams can monitor open periods, track progress across ledgers, and use an AI-powered template builder to propose the next close checklist item. They can also Ask AI to investigate blocked work directly from the hub. In addition, Accounting Seed's Salesforce Hosted MCP (Model Context Protocol) lets customers connect Claude, ChatGPT, Gemini, and other MCP-compatible assistants directly to live Accounting Seed data. Salesforce standard and specialized Accounting Seed tools span accounts payable, accounts receivable, general ledger, and inventory, supporting work from pulling balance sheets and aging summaries to building and routing payment proposals. Every request follows the user's permissions and is recorded in the audit trail. There is also a drag-and-drop Financial Reports Hub that lets teams analyze P&Ls and balance sheets across locations, product lines, periods, and other dimensions. Because reports run on the same records as the rest of the business, teams can build these views without data exports, a data warehouse, or a separate BI license. Finally, the redesigned home experience provides personalized briefings highlighting financial information based on what each user needs to see, people and AI workflow views that let people see what the team owns and what AI and automation can handle, as well as spreadsheet-style navigation with configurable list views to make financial records easier to filter, organize, and review.

The new Accounting Seed experience is available now.

Lunos announces customizable cash flow forecasting capabilities

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Financial agent platform Lunos announced the general availability of its new cash flow forecasting product which connects to QuickBooks, NetSuite or Xero, keeping accounting data synchronized, and lets teams share a live forecast. The launch is meant to address the problem of forecasts changing as businesses change. The product enables users to connect an ERP like QuickBooks, NetSuite or Xero, to keep data synchronized and refresh the forecast on request; to use AI to directly query the forecast in a trusted environment; adjust assumptions around hiring, renewals, customer departures and other events without rebuilding spreadsheet formulas; estimate cash coming in based on how individual customers actually pay, using the same prediction engine as Lunos' accounts receivable agent; view the previous month's forecast alongside what happened; and give finance teams, executives and board members access to a shared view as data and assumptions change. The cash flow forecasting product is available today.

Zuora AI goes from answering questions to performing tasks

Zuora CEO Tien Tzuo at the company's Subscribed conference

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Quote-to-cash platform Zuora announced it is expanding Zuora AI from an assistant that answers questions into an AI operator that can actually complete finance work, while keeping a human in control. Now with Supervised Mode, AI can complete real quote-to-cash work, from write-offs to revenue releases and batch subscription changes, while a person still signs off on every one. The platform's Revenue Analysis Agent, for example, now goes beyond analyzing receivables and can execute on 16 new actions such as deferring or releasing revenue on a contract or performance obligation, with a preview before anything posts; updating revenue forecasts, with current versus proposed shown side by side; managing revenue allocation and switching allocation treatment (carve-in versus carve-out); and applying or releasing revenue and transfer holds, voiding billing events, and processing revenue impairment. Other agents have been similarly enhanced, such as the Analytics Agent which can now build custom reports, the Journal Entry Remediation Agent, which can directly manage journal entries, the Catalog and Pricing Agent, which gained the ability to turn a reviewed optimization recommendation into a live product or rate plan, and the IT Admin Agent, which is now empowered to author and simulate Custom Logic Functions and manage tenant settings from just a conversation.

Kantata launches Agent Studio to let professional service firms build own AIs

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Kantata, a professional services automation solutions provider, introduced Agent Studio, made for building custom AI agents within the platform. Rather than confine agents to silos, Kantata provides a superagent that has context across the entire platform, including the data, the relationships between it, and how work gets done. With Agent Studio, firms can put that context to work without waiting for a vendor to build a new agent for every use case. A user simply describes the job they want an agent to handle in plain language. The Expertise Agent builds the agent through dialogue and refines it the same way. Every build and edit is automatically validated to ensure its inputs and outputs are structured correctly before it is published. No forms, no logic trees, or code required. Once published, the agent can be triggered by a person or automatically by a workflow using a single command. The format, escalation rules, level of detail, and required outputs for a recurring deliverable are captured in plain language and applied automatically, rather than reconstructed by whoever happens to be staffed that week. Work that a team re-explains to AI is reduced to a single command, removing the drafting, correcting, and reformatting cycle that quietly consumes the time automation was supposed to return. Through this training, a firm's most experienced practitioners' judgments are built into the agent, making that expertise available to every project, every team, and every client, every time. Kantata Agent Studio is available and in use by customers today.

Trayd Accounting launches for finops in construction

Trayd, a payroll and compliance solutions provider focused on the construction industry, announced the launch of Trayd Accounting on the same platform. Payroll, labor, job cost, and vendor transactions flow directly to the ledger, already coded by project, cost code, department, and task; P&L, balance sheet, and cash flow statements are built for construction, with every number clickable back to its source transaction; vendor invoices are matched against POs and job costs automatically while billing, retainage, and receivables tied directly to jobs, WIP, and schedules of values; bank transactions are matched against your ledger for review and approval, while committed costs stay separate from cash already spent; labor, materials, equipment, committed costs, percent complete, and gross profit can be tracked by job in real time; and users can manage contracts, change orders, lien wavers, retainage, and AIA billing alongside the job. Trayd Accounting is generally available to contractors across the United States. Trayd continues to integrate with major accounting and legacy systems for contractors who prefer to keep their legacy ERPs in place.

Maxio launches prepaid wallet for AI tokens

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Billing and financial reporting platform Maxio announced the launch of Wallets, a native prepaid credit and token tracking system built directly into Maxio's platform in response to the rise of usage-based pricing for SaaS and AI companies. Wallets in Maxio track balances natively, so engineering doesn't have to build and maintain the infrastructure, and finance gets one ledger instead of a spreadsheet to reconcile. With Wallets, companies can sell prepaid credit packs, recurring token allowances, annual pools, and stored-value balances, with rollover and expiration rules configurable per credit type. Balances top up automatically once they cross a set threshold, and alerts fire before a customer runs out, turning low-balance situations into expansion opportunities. Wallets is now available in Maxio. Full details at maxio.com/wallets.

Partnerships and integrations and M&A

Financial reports and automation solutions provider Inscope announced a partnership with Thomson Reuters, making it PPC disclosure checklists available directly within Inscope's financial statement preparation and review workflow. Its Penny AI can work with Thomson Reuters PPC content, a firm's own guidance, or Inscope's templates - scoping the applicable requirements, drafting responses, and linking those responses directly back to the financial statements… Financial operations platform Blackline announced its acquisition of NetNow, an AI-enabled B2B customer onboarding and credit risk management solution that digitizes and automates critical processes that occur before trading begins and an invoice is created – from customer credit applications and trade references to risk assessment, fraud detection, and ongoing credit monitoring. The acquisition also advances BlackLine's Agentic Financial Operations strategy by adding customer and credit risk intelligence to the financial processes that BlackLine can connect and orchestrate.

Other news

Top 10 firm Forvis Mazars, has earned accreditation as a Certified Third-Party Assessment Organization (C3PAO). The firm is one of the first organizations nationwide to earn the designation, which is the premiere status for third-party assessment organizations in the Cybersecurity Maturity Model Certification (CMMC) program. A C3PAO is an independent organization authorized to conduct CMMC assessments for companies in the U.S. defense industrial base seeking Level 2 certification. The CMMC framework was developed by the Pentagon to verify that organizations handling Federal Contract Information (FCI) and CUI maintain cybersecurity practices appropriate to the sensitivity of the information they manage. As CMMC requirements continue to be incorporated into defense contracts, organizations throughout the defense supply chain are preparing for certification assessments that may be required for contract eligibility. … AI-driven sales tax compliance platform Numeral announced a $100 million Series C led by Insight Partners, with participation from Salesforce Ventures, Geodesic, Benchmark, Mayfield, FCVC, Y Combinator and Uncork. Numeral will use the funding to accelerate product development, expand its offering for industries including software, manufacturing, distribution and wholesale, and grow its team across engineering, sales, marketing, and product. … Intuit announced the addition of 10 new Accountant Council members. They include Aaron Ackerman, CAAS leader with Hogan Taylor, Eric Wilson, Client Advisory Services leader (CAS) at Your Part-Time Controller, LLC, Jeff Siegel, owner and founder of Siegel Solutions Inc, a Canton, Massachusetts-based advisory and CAS firm, Lindsey Willis, partner and director of Accounting & Technology at Rogers & Company CPAs, Megan Bronson, partner and CAS Leader at Squire, Nicole David, partner at Conscious Accounting, Shareen Corlett, a CAS Leader at Clark Nuber PS, Stacey Feldman, owner and founder of Full Send, Stacey Naizer, owner and founder of Kybera Accounting LLC and Discover Factor, and Tina McGill, owner, founder, and managing Partner at MMAS CPA PC. … AI-focused audit and assurance firm Modus announced it has added two executives from Top 10 firm Grant Thornton: Matt Van Buren has joined full time as Director of Audit Transformation and Jim Burton has joined as an advisor. Previously, Burton served as Chief Auditor during a 35-year career, and Van Buren led audit transformation under him.