Tech News: Bizora announces advisory group

Published July 24, 2026 11:18 AM

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Updated July 24, 2026 11:20 AM

1 Min Read

Bizora announces advisory group, will sign off on opinions; Paylocity launches Ignite AI for automation, insights; ContinuServe upgrades combine Quartrro, ContinuServe and USWired; and other accounting tech news.

Bizora announced advisory group, will sign off on opinions generated through Bizora

Tax research solutions provider Bizora announced the launch of Bizora Advisory Group, touted as a second set of expert eyes on returns, backed by AI powered research and citations. The new group provides review and backup support for tax professionals who are handling strategy in-house and want an experienced second reviewer for compliance sign off and less common strategies. Bizora clarified that this is not a full outsourced tax practice but, rather, a scoped, hours based engagement built around a firm's return volume and the specific situations where a second opinion matters. Requests are handled asynchronously, with a standard 48 hour turnaround for review items. Hours are logged per request so usage against the monthly package is always visible. Overage hours beyond the monthly package are billed at an agreed rate. Package changes take effect at the start of the next billing cycle, not mid month. Engagements begin with a short scoping conversation to confirm which package fits the firm's current volume, then Bizora will set up the shared time log and the first review request. From there, most clients settle into a steady monthly rhythm within the first one or two cycles. The service comes with a a review of completed returns and supporting P&L statements before filing; identification of missing items, inconsistencies, or overlooked positions; second opinion and sign off on uncommon or higher risk strategies; and written memo summarizing findings, with citations to source authority. The work is performed only by credentialed CPAs and EAs but is not, itself, labeled as an accounting firm.

In addition, Bizora announced its MCP tools now work with more AI applications, including Codex and Claude by adding support for the modern /mcp endpoint, replacing the deprecated /sse endpoint. They also updated capabilities.md so AI agents can understand, configure, and use Bizora's MCP tools more easily. And for clients whose harness cannot send custom headers, they added support for passing parameters via URL instead. There are also two new modes over MCP. Deep Tax Research is now available for questions that need more depth. Auto Routing lets Bizora pick between Fast Tax Research and Deep Tax Research automatically, based on the query someone sends.

Finally, Bizora now builds structure around clients automatically. When a user uploads a document, Bizora creates an entity for the corresponding individual or business if one doesn't already exist. If the entity is already there, the document links to it automatically.

From here forward, whenever the user selects an entity in chat or uploads more documents for it, Bizora pulls in previous document summaries and relevant chat memories to give you a more

personalized and accurate response. They can also create and manage entities manually. Bizora also added the ability to save an entire chat to the Vault directly from the left sidebar, and increased the file upload limit to 100 MB.

Paylocity launches Ignite AI platform for automation, insights

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Paylocity, an IT, HR and payroll platform, announced the release of Ignite AI, which features platform-wide AI with embedded agents that automate manual work and offer data-driven insights. The Answer and Insight Agent lets users ask a question in natural language and get answers in real time, pulling from your company data across the platform as well as ask follow-ups, visualize trends, and go deeper. The Payroll Analysis Agent surfaces anomalies based on each organization's historical payroll trends, explains what changed and why it matters in plain language, and focuses review on the areas that need attention. Finally, the Candidate Fit Agent will surface candidates for review based on role criteria and summarize how applicants match role requirements, while flagging criteria that may not be compliant. Ignite AI also includes additional agents that improve data quality and streamline payroll operations, including the Resume Summary Agent, which gives recruiters candidate overviews; the Data Inspection Agent, which detects gaps in employee records and guides resolution before they cause downstream issues; and the Time Correction Agent, which surfaces time errors, requests, and compliance issues so supervisors can resolve them before payroll deadlines. At the same time Paylocity also announced the Ignite AI Hub, a centralized dashboard for managing and measuring AI across the organization. The hub can mMeasure business impact and productivity gains, monitor adoption across teams, control which agents are active, and identify new opportunities for automation.

ContinuServe touts upgrades combining Quartrro, ContinuServe and USWired capacities

Concept of system integration of two partner

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ContinuServe, an integrated finance, accounting, HR and technology solutions provider, announced the launch of a new and improved ContinuFlow platform, a finance automation platform designed for back-office operations at middle-market organizations. Building on the recent unification of Quatrro Business Support Services (Quatrro), ContinuServe and USWired under a single ContinuServe brand, ContinuFlow combines and expands upon the capabilities of two legacy platforms, Quatrro's XPort and ContinuServe's original ContinuFlow, bringing together workflow automation, financial reporting and AI-driven insights into a single integrated platform designed specifically for multi-location businesses typically seen in the restaurant, retail, and enterprise industries. ContinuFlow is a secure, web-based platform that integrates core functions including AP, general accounting, cash flow management and reporting into a single system. It give users an experience tailored to their role, with dashboards, global search, pinned favorites, and self-service access to the data, reports, and workflows relevant to them. Users can monitor financial operations through role-based dashboards, drill down seamlessly to the underlying transactions. They can also use AI Insights to identify trends, anomalies, and areas requiring attention across data available within the platform, and with AI Chat, users can ask questions in natural language and receive immediate, context-aware answers grounded in financial data. The platform also automates invoice capture, extraction, validation, and straight-through GL coding using OCR and machine learning. Vendor Inquiry AI capacities automatically handles inbound vendor emails and routes exceptions to the appropriate team for resolution. Users can also access multi-step approval workflows, email-based approvals requiring no platform login and live visibility into every period-end task, as well as an agent studio letting them build their own AI-powered tools that lets them interact with their data and build automated reports and actions, no coding required. The platform also features integrated client-team messaging and Incident Management, which comes with complete interaction history, structured incident escalation, and end-to-end resolution tracking. Designed to work across ERP environments, the platform currently integrates with SAP and Sage and is now available to new ContinuServe clients.

Procurify's new Agentic Procurement Platform acts on user's own spend data

Account payable concept image with business icons and copyspace.

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Procurement solutions platform Procurify announced Guided Intake, Order Autopilot, and a rebuilt, agent-powered AP engine, completing its transformation into a fully agentic procurement platform. Guided Intake works through a conversational interface that walks employees through a policy-checked purchase request. Guided Intake applies approval rules, flags missing information, and submits a complete, compliant request, without asking users to understand how procurement works. Order Autopilot AI proactively codes each line item as requesters build an order—vendor, GL code, budget line—by drawing from the organization's own purchasing history. Finally, a completely rebuilt accounts payable engine captures key invoice details with more than 99% accuracy, matching and coding invoices against an organization's purchase and vendor history. This agentic platform launch was released in tandem with a premium brand refresh.

Qu Pay combines payment processing, guest identity, order intelligence and capital access

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Commerce platform Qu announced Qu Pay, an embedded, end-to-end payments solution that combines four systems: payment processing, guest identity, order intelligence, and capital access into a single layer of the unified platform. Every transaction becomes data brands can use to better understand and serve their guests. Qu Pay connects enhanced payment data with order, guest, location, and channel information, creating a more complete view of each transaction. Brands can finally recognize the guests they've been serving blind. It also gives operators direct access to capital and cash flow tools informed by their own transaction data, with no separate bank relationship required. Franchisees can access on-demand settlements rather than waiting for a standard payout schedule and receive capital offers based on their processing history instead of a traditional credit application. Qu Pay also uses intelligent transaction routing to lower processing costs. Qu Pay is available now to Qu customers and is rolling out across new and existing brands throughout 2026. Enterprise QSR and fast-casual brands interested in Qu Pay can learn more atqubeyond.com.

Bitwave announces Bitwave Agentic

Digital asset platform Bitwave announced Bitwave Agentic, described as the company's vision for the AI-native finance organization. The first part of this ongoing vision is KubeClaw, an open-source platform for securely operating autonomous AI agents inside regulated financial environments. It is described as a Kubernetes operator that runs Slack-triggered AI agents in one-shot, scale-to-zero pods — with a real secret authority, human-approved credential access, and a control plane that updates itself. KubeClaw provides the orchestration layer needed to run autonomous agents safely. It creates a structured environment where agents can operate with defined permissions, maintain auditability, and interact with financial systems in a controlled way. The second, just released, is Bitwave CLI, described as an open-source, agent-native accounting system that enables agents to perform accounting work locally across traditional and digital assets, with the option to sync to Bitwave's hosted platform.

RecVue touts 50 purpose-built agents for RecVueOS

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Revenue and billing management solutions provider RecVue announced an architectural shift to RecVue RevOS that moves the platform beyond AI-assisted workflows to fully governed, autonomous execution with more than 50 purpose-built agents that work across contracts, invoices and payment data to predict risk, surface anomalies and escalate exceptions throughout the quote-to-cash lifecycle. In this way, RevOS connects the individual steps in the revenue cycle by operating as an interconnected system of agents that reason within and across five solution pillars: Contracts & Pricing, Billing & Invoicing, Receivables and Cash Management, Revenue Recognition and Revenue Share. Every agent operates with a full audit trail traceable to the originating contract, invoice, or payment event; approval checkpoints, ensuring human judgment is preserved; AI cost visibility and role-based access control across every workflow; and human-in-the-loop escalation built into agent logic. Further, the RevOS Portal delivers a persona-configured intelligence experience for every stakeholder in the revenue lifecycle. For the CFO, that experience is the CFO Copilot, an executive layer that reasons across all five solution pillars to surface risks, explain root causes, and suggest interventions in real time. People can learn more and see RevOS live in an August 19 webinar.

Billtrust announces MCP server for Claude and Microsoft Copilot compatibility

AR solutions provider Biltrust announced the launch of its new MCP server which enables people to access its platform via Claude and Microsoft Copilot. With the MCP Server, a CFO can ask "Summarize our AR risk going into quarter end" and get an executive summary drawn from live Billtrust data in seconds -- or an AR manager can get a ranked list of accounts trending late -- no reports, no separate logins. The connector covers invoicing, payments, cash application, and AR analytics. Access is deliberately read-only at launch. Each customer's data stays in its own environment, AI tools receive only structured answers rather than raw data access, and every query carries a full audit trail. An embedded Billtrust interface and prompt library arrive later in 2026. Further out, Billtrust plans to expand beyond read-only so teams can act and automate workflows directly from their AI tool.

American Express connects BIP customers to Paymode network

American Express Co. chip credit cards are arranged for a photograph in Washington, D.C., U.S., on Monday, Oct. 24, 2016. American Express surged the most in more than seven years after posting third-quarter profit that beat analysts' estimates and raising its full-year profit forecast. Photographer: Andrew Harrer/Bloomberg

Andrew Harrer/Bloomberg

American Express announced a new B2B payment feature and automated invoice reporting capabilities within Buyer Initiated Payments (BIP), which enables buyers to initiate electronic payments to suppliers as an alternative to paper checks and ACH. To further enhance BIP, Amex is introducing BIP Connect, a new feature that connects eligible BIP customers to Paymode's B2B payment network through a new partnership with Bottomline. Businesses can now initiate payments with their existing American Express BIP account, while suppliers receive funds via Premium ACH through Paymode with embedded authentication and fraud controls. American Express is also enhancing invoice management for BIP customers, allowing for automated reporting using data directly from suppliers' systems, enhancing visibility on the status of invoices.

New hires and appointments

K1x, a tax automation solutions provider specializing in the Form K-1, announced the appointments of Ken Powell as Chief Operating Officer (COO) and Chris Capko as Chief Revenue Officer (CRO). Together, Powell and Capko have spent decades working in the markets K1x serves, including leadership careers at ADP, bringing complementary experience across operations, commercial leadership and enterprise technology. Powell will transition from Chief Revenue Officer to Chief Operating Officer, where he will lead the product and partner strategy, as well as the operational capabilities that support continued growth at K1x. He brings more than 30 years of leadership experience across enterprise software and financial technology, including leadership roles at leading technology companies serving the accounting, private equity and financial services markets. As Chief Revenue Officer, Capko will lead K1's commercial organization, bringing together sales, customer success, account management and marketing to create a more unified customer experience and accelerate the company's continued growth. He brings more than two decades of commercial leadership experience across enterprise SaaS, including leadership roles at ADP where he worked closely with private equity firms and their portfolio companies. … QX Global Group, a knowledge process outsourcing (KPO) company announced the appointment of Vijay Pahuja as Group Chief Executive Officer, effective immediately. Pom Chakravarti, who has led QX as Chief Executive Officer since 2024, will continue to serve on the QX Global Board and as a Senior Executive focused on strategic client relationships. Vijay brings more than 25 years of experience building and scaling service-led businesses at the intersection of deep domain expertise and AI-led transformation. He joins QX from Sutherland Global Services, where he led a portfolio of business verticals across financial services and insurance and built the insurance vertical into a market leader, pioneering agentic AI delivery at scale. Earlier, in senior leadership roles at WNS, Cognizant and IBM, he scaled global revenues multi-fold and built global delivery businesses spanning financial services, insurance and enterprise services. … Top 10 firm Grant Thornton has expanded its technology leadership team with recent additions, including Salman Taherian as head of AI, Tom Coulis as head of transformation and Justin Corona as chief technology officer (CTO). They join Alpa Lally, chief product officer, who joined the firm in late 2025. Taherian joins Grant Thornton with nearly 20 years of experience translating AI strategy into measurable business outcomes. As head of AI, he is responsible for leading the firm's enterprise-wide AI strategy and execution across its service lines, ensuring AI is embedded into how the firm operates and serves clients. Coulis joins the firm as head of transformation, where he leads firmwide technology adoption and change management initiatives that support Grant Thornton's ongoing modernization and growth. In this role, he focuses on a people-centered, value-driven approach to change that enhances client delivery, strengthens internal capabilities and enables sustainable, long-term impact... Small business accounting platform Xero confirmed that Rick Carragher, chief technology officer, has announced his resignation. Xero also confirmed that Madhuri Dhulipala will join Xero as SVP of Engineering, Payments and AI Transformation.

Other news

Expense management solutions provider Expensify announced that the Expensify Card is available to businesses of all sizes in the UK and select European markets, including Spain, Ireland, Poland, and the Netherlands. The launch is part of the company's broader push into global markets, including support for corporate cards from 10,000+ banks worldwide through its Bring Your Own Cards ("BYOC") program. … Lease solutions provider Leaseweb announced the acquisition of the Broadcom VMware white label VCSP customer base of ITQ, a European IT services company. As part of the acquisition, 51 VCSP customers will transition to Leaseweb's VCF platform, collectively accounting for approximately 35,000 cores. The acquired white label VCSP partners, previously operating under the Broadcom VMware Advantage Partner program, will be able to continue to market their proposition under Leaseweb's Broadcom VMware VCSP Pinnacle Partner status. Partners will also continue to have access to ITQ's VMware expertise as part of the ongoing partnership between the two organizations. In addition to the acquired customer base, Leaseweb and ITQ are actively engaging with global non-renewing Broadcom VMware VCSP partners, offering a supported path forward for their VMware businesses under Leaseweb's Pinnacle Partner infrastructure. Under the partnership, Leaseweb will act as provider for VMware VCF 9.x infrastructure, with ITQ serving as knowledge partner, bringing industry-leading VMware advisory and implementation expertise to support customers through migration and deployment.