Tech news: Diligent touts AI Board Member and Agentic GRC Workforce

Published April 24, 2026 1:07 PM

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Updated April 24, 2026 2:01 PM

1 Min Read

Diligent touts AI Board Member and Agentic GRC Workforce; Gusto announces 75 new features; Infinite Ties launches new FanCAS-Kit; and other accounting tech news and updates.

Diligent touts AI Board Member and Agentic GRC Workforce

Governance, risk and compliance platform Diligent introduced its new AI Board Member assistant plus a coordinated network of agents embedded across the Diligent One Platform.

The AI Board Member acts as a digital colleague for board members, recalling board materials, industry news, public research and other sources, as well as providing specialist perspectives. It can give directors organization-specific guidance on AI, cyber, risk, audit and more — grounded in their own materials, industry trends and peer benchmarks. It also joins board, committee and leadership meetings to take minutes, assign action items and follow up on actions so preparation happens ahead of the next meeting.

The new Subsidiary Governance Agent automates the mechanics of subsidiary board operations and officer appointments by preparing board packs, minutes, approvals and filings across entities and jurisdictions. It also orchestrates director and officer appointment changes into a review step, triggering notifications, identifying required filings and keeping board and committee compositions current. It monitors and identifies compliance gaps by surfacing missing sections, outdated content and jurisdiction-specific requirements, then proposing appropriate changes in bulk as regulations, events or cross-entity changes occur.

The Enterprise Risk Governance Agent automates identification, assessment and reporting of enterprise risks. It transforms raw risk signals into board-ready insights and SEC-aligned disclosures, highlighting trends and changes over time, drawing on both the company's own data as well as Moody's risk benchmarking data to embed peer and market context for disclosure-ready reporting. It converts board materials and emerging signals into structured risk items within a centralized risk register. It also replaces manual coordination and review with auditable workflows.

The agents are accessible through a single command center and automate multistep workflows across governance, risk, compliance and third-party management.

Gusto announces 75 new features

Payroll and payment solutions provider Gusto rolled out nearly 75 new features across payroll, financial management, benefits and HR. The many new capacities include automated payment routing that automatically detects a failed payment and reroutes it to the newly added account. Assisted Payroll Prep works in the background to catch anomalies before a payroll run is ever submitted by comparing the current run against historical payrolls. Automated Contractor Payments allows payments to be scheduled ahead of time to reduce last-minute manual entries before payday. Remote I-9 verification allows guided form completion, E-Verify integration, and authorized representative verification for employees who can't complete their I-9 in person. Karbon integration connects Gusto Pro with Karbon's practice management system to automatically create recurring payroll work items, sync pay schedule dates and surface task statuses inside Karbon. An expansion to Gusto Pro's Opportunities allows accountants to see personalized, timely recommendations for each of their clients — whether that's flagging a retirement mandate, surfacing a workers' comp opportunity, or estimating an R&D tax credit. An expanded Tax Credits service automatically reviews payroll and benefits data to estimate each eligible customer's maximum credits and generate ready-to-file documents — for them or their accountant — all within their existing Gusto workflow. There are many other new features in Gusto's spring release.

Infinite Ties launches new FanCAS-Kit

CAS solutions provider Infinite Ties announced the official release of the FanCAS-Kit, designed to help tax professionals integrate client advisory services into their existing practices. The FanCAS-Kit walks firms through a step by step 6-phase system:

Foundation: Defining a clear mission before hitting the runway.
CAS revenue strategy: Mastering revenue planning, fixed-fee pricing and advisory add-ons.
People: Building a successful CAS team with technical, analytical and client skills.
Platform: CAS tech stack integrating automation, reporting and workflow tools.
Operations: Operational infrastructure that protects firms.
Process: Strategic plans, standardized workflows and documented processes.

Infinite Ties focuses on the mindset shift from preparer to partner, the operational shift to consistent monthly workflows, and the communication shift toward advisory-ready insights.

Canopy announces AI notetaker

Practice management solutions provider Canopy launched its AI-driven Canopy Notetaker. By attending virtual meetings, the AI Notetaker generates transcripts and executive summaries that live where the rest of the client's data resides. It boasts native client integration that automatically saves transcripts and summaries directly to the client's file in Canopy; and uses meeting intelligence to automatically gain a full client context— open engagements, prior communications, documents and workflow — to close the loop between what was discussed and the work already underway. It converts meeting action items into Canopy Workflow tasks with assignees and due dates; provides accounting-aware summaries that highlight client intent, risks, follow-ups and outcomes for client work; and uses AI to distill long conversations into structured, searchable recaps. All meeting data is encrypted and stored within Canopy's secure, SOC 2 compliant environment. Canopy Notetaker is available to all Canopy customers.

Digits launches MCP server to connect AI tools directly to ledger

AI-focused bookkeeping platform Digits announced its new MCP server (best described as an API specifically for AI models), which will give accounting firms, business owners and finance teams direct access to their financial data inside AI tools like Claude, ChatGPT and Cursor. Users add the connector and authenticate with Digits credentials. All access is read-only by design, preserving ledger integrity. The Digits MCP Server and Digits API are freely available on all plans with no restrictions.

MyCPE One announces firm benchmarking reports with AI peer comparison

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Continuing professional education platform MyCPE One has released Benchmarking Reports for the Accounting Industry, a platform with AI-derived peer comparisons that combine industry-specific data with intelligent analytics to evaluate performance and identify inefficiencies and growth opportunities. The platform is built for CPA and accounting firms. It automatically compiles and compares firm data without the need for spreadsheets. Prior year data rolls forward automatically, and users only submit data at their convenience. All firm data is submitted through a secure platform with strict data protection measures.

Paylocity releases Elevate Solutions for payroll, HR

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IT, HR and payroll platform Paylocity announced Paylocity Elevate Solutions, a set of new offerings that combine Paylocity's unified platform with dedicated teams to manage HR and payroll work, including data validation and dual maintenance, on behalf of clients. This includes administering the payroll process, as well as providing ongoing HR operational support, including HR administration, data audits, compliance guidance, policy development and best-practice recommendations.

PlanGuru touts PlanGuru Analytics

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Budgeting, planning and forecasting solutions provider PlanGuru debuted PlanGuru Analytics, an analytics solution powered by Reach Reporting. PlanGuru Analytics combines PlanGuru's browser-based financial modeling engine with Reach Reporting's dashboards and AI-powered analytics. This allows users to transform financial models into dashboards, visual reports and actionable intelligence. The AI also surfaces trends, variances and key performance drivers. PlanGuru Analytics is available to PlanGuru users and integrates directly into existing workflows.

Igen launches platform to nicotine and tobacco businesses

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Excise tax compliance automation solutions provider Igen, in strategic partnership with the Nicotine Resource Consortium, announced NicTax360, a subscription-based intelligence service designed to provide nicotine and tobacco businesses with a single source of intelligence on state-by-state regulations and tax obligations. More than 4,000 state and local tax rates are maintained by Igen's specialists across major product categories and complex jurisdictions, plus curated state‑level statutory summaries provided by NRC. It is designed for specialists in tax, regulatory and government affairs, legal, pricing and strategy, and finance and accounting.

Zamp rolls out Zamp OS

Cash receipt illustrating the spent money

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Zamp, a sales tax solutions provider, launched Zamp OS, a vertically integrated sales tax platform where accounting firms can offer fully managed sales tax compliance to their clients without building their own dedicated practice. It handles tasks such as filing, tax research, data normalization and notice management with a combination of software and in-house tax and legal experts overseeing the entire operation. Firms access the platform three ways: embedded directly into their own product under their brand, through Zamp's partner dashboard with full visibility across every client, or via Zamp's MCP — which gives firms direct access to compliance status inside their existing tools and AI workflows.

Auris adds advance payment capacities

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Auris, a small and medium-sized business payroll and HR solutions provider, launched a service that enables workers to access a portion of their paychecks before payday directly within the Auris platform. The tool, which requires no additional setup or administrative effort by employers, allows employees to access earned wages between pay cycles. If hours are worked, those wages are available. Repayment is handled automatically through payroll deductions during the next pay cycle. Via an embedded integration with ZayZoon, earned wage access is now available for all Auris customers.

New partnerships, integrations, M&A

Collective, a financial platform specializing in self-employed entrepreneurs, acquired Open Ledger, an embedded accounting platform that enables fintech companies to integrate accounting directly into their products. By owning accounting functions natively, Collective can now build, train and deploy AI agents with direct access to transaction data, ledger state and financial workflows. … Tax data solutions provider Tax Guard announced a partnership with Casca, an AI-focused loan origination system. With Tax Guard's verified data integrated into Casca's automated workflow, lenders can manage origination and due diligence with more data for informed credit decisions. … Top 10 firm CBIZ expanded its partnership with Microsoft to empower its team members through an enterprisewide AI initiative. CBIZ will leverage Microsoft Foundry to develop an agent-native operating platform, alongside Microsoft 365 Copilot and Microsoft Copilot Studio — enabling the company to embed AI more deeply across the organization, deploy AI agents, attract and retain talent, and develop systems tailored to CBIZ's service lines and workflows. …  Audit and financial reporting solutions provider Caseware announced that Carr, Riggs & Ingram, a Top 25 firm, will adopt the full Dynamic Audit Solution Suite of applications. The agreement will see CRI deploy the complete DAS Suite, which includes DAS, DAS PCR and DAS EBP, as well as Caseware's Taxflow and Sherlock, to support assurance and advisory practice transformation, with a full U.S. rollout beginning this summer.  … Flywire, a payments company, announced that KnowBe4, a risk management solutions provider, has selected Flywire as its preferred partner for global accounts receivable and international payments. By leveraging Flywire's invoice-to-cash software and global payments network, KnowBe4 can automate the invoice-to-cash lifecycle for customers across hundreds of countries and territories. … NuxGame, a gaming software provider, has integrated identity risk management solutions provider iDenfy's automated identity verification and anti-money laundering screening solutions. This allows iGaming operators to onboard players, meet regulatory requirements and manage compliance in a single system without relying on third-party tools. … Finance software and advisory firm OnTrack is expanding its advisory and implementation services to include Intuit Enterprise Suite. The expansion allows OnTrack to support multi-entity management, advanced accounting, reporting and AI-powered data insights.

New funding

Maxed, an AI operating system for CPA firms, announced an $850,000 pre-seed round led by Focal VC, with participation from Akshay Kothari, co-founder of Notion. The round will fund further product expansion and broad adoption across the industry. The platform, described as a back-office engine that runs the workflows that normally require constant manual oversight, is currently in beta. … Billing and revenue automation solutions provider Zenskar announced a $15 million Series A round led by Susquehanna Venture Capital, Bessemer Venture Partners, Shine Capital and Rho, with participation from Rocketship, J-Ventures, Future Back Ventures by Bain & Company, and Converge. The funding will expand Zenskar's agentic capabilities.

Other news

Sovos, a tax compliance solutions provider, appointed David McCann as chief technology officer. McCann joins Sovos with more than two decades of executive experience scaling enterprise SaaS platforms in highly regulated industries. At Sovos, McCann will lead the global technology organization with a mandate to further differentiate the company's compliance platform, expand its data and AI capabilities, and enhance scalability to meet the demands of multinational enterprises navigating real-time regulatory requirements. … Lease accounting solutions provider Crunchafi announced a new CPE-eligible live session for TAS teams. The presentation will take place on Tuesday, May 5, 2026, at the BDO Alliance's Evolve conference in Las Vegas. Presented by Crunchafi SVP of strategic growth Justin Pulgrano, the "Improving Financial Diligence Workflows Through Data Automation" session will address how TAS teams can reduce time spent on manual data wrangling so they can reallocate capacity toward higher-value, client-facing analysis.