Tech news: Deloitte launches physical AI solution

Published March 6, 2026 1:07 PM

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Updated March 6, 2026 2:39 PM

1 Min Read

Deloitte launches physical AI solution; RightRev launches Revi AI platform for revenue accounting automation; Rocketlane unveils Nitro AI for professional service firms; and other accounting tech news.

Deloitte launches physical AI solution with help of Nvidia

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Big Four firm Deloitte announced the expansion of its longstanding collaboration with Nvidia to deliver next–generation physical AI solutions. The effort includes development of new products and services in high–fidelity digital twins, advanced computer vision and secure edge robotics. For example, Deloitte is working with clients in the automotive industry to build digital twin simulations of factory and warehouse operations supporting planning decisions. It is also leveraging open robotics frameworks such as Nvidia Isaac Sim and open Nvidia Cosmos world foundation models for development, and Nvidia Jetson Thor to synchronize workloads across edge and cloud environments. Using Nvidia Blueprint for video search and summarization, Cosmos Reason VLM, and Nvidia Metropolis the two are also deploying video analytics AI agents pairing real and synthetic data with efficient AI training and reasoning models. For instance, a collaboration using this technology recently took place in an automotive plant in Valladolid, Spain, through Horse Powertrain. As part of an internal operational efficiency project known as kAIros, launched in August 2025, Deloitte deployed advanced anomaly detection algorithms with Horse Powertrain to predict equipment faults, improve inspection accuracy, and strengthen engineering and quality assurance decision-making. As part of its dedication to advancing physical AI, Deloitte is establishing a global network of centers of excellence, highlighted by the recent opening of a new physical AI CoE in Shanghai.

RightRev launches Revi AI platform for revenue accounting automation

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RightRev, a provider of automated revenue recognition solutions, announced Revi, an AI-powered revenue automation platform. Revi is described as an AI suite embedded within the revenue recognition engine, built on a deterministic, context-aware foundation with human-in-the-loop controls. Every AI-driven output is traceable to source data and revenue policies, producing explainable results ready for audit review. The platform launches with two AI agents that automate revenue accounting workflows. The Contract Review Agent automatically reviews contracts, extracts key terms, identifies performance obligations, and applies defined revenue rules to generate documented, audit-ready checklists. The Anomaly Detector Agent continuously scans revenue schedules and flags unexpected variances using defined pricing, packaging and accounting rules. The same AI-powered framework behind the Contract Review and Anomaly Detector Agents enables teams to configure and deploy additional scoped agents for revenue tasks, with defined guardrails and human approvals built in. The new platform also comes with Revi Assistant, which provides conversational access to revenue intelligence, enabling accounting and finance teams, especially financial planning and analysis staff, to ask revenue-related questions and receive context-aware, governed answers directly from live revenue data without reconciling reports across systems. Revi Architect enables finance teams to design and deploy revenue recognition use cases without writing code. Within an integrated simulation environment, teams can define revenue policies while AI generates the underlying logic and approved rules across contracts at scale. RightRev is SOC 1 and SOC 2 compliant to protect customer data and privacy.

Rocketlane unveils Nitro AI for professional service firms

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Rocketlane, an AI-focused professional services automation company, introduced Nitro, an agentic execution platform for professional services. Instead of just tracking work, Nitro executes delivery through AI agents embedded directly within project workflows — identifying risks, rebalancing resources, and completing repeatable billable tasks such as migrations, configurations, documentation and testing. In terms of operations, Nitro enforces resourcing rules, time policies, financial controls and compliance automatically. In terms of delivery governance, the AI generates project plans, continuously monitors delivery signals, sends project updates to clients, and surfaces risks early. And in terms of work execution, the platform deploys AI agents that execute repeatable, billable delivery tasks directly within project plans, including migrations, system configurations, documentation, testing and validation.

iDenfy releases AI Company Reviewer for KYB automation

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Identity verification solutions provider iDenfy announced its new AI Company Review to automate know-your-business workflow by acting as a virtual data verification officer, cross-referencing company documents, government registry reports and fraud signals against configurable rules, helping to approve, deny or flag companies more easily. The AI Company Reviewer can also check fraud prevention and compliance rule results based on cross-referencing the main company profile details or its related individuals, such as directors or shareholders, as part of the bigger anti-money laundering framework. It provides one of three outcomes: approves the company instantly if all rules are correct, denies the application if unacceptable risks are identified, or flags and sends the case to a human compliance officer when an automated decision cannot be completed. Once all conditions from the set rules are met, companies are approved on iDenfy's system. However, if critical rule failures, such as an AML flag, a sanctions record or a mismatched Ultimate Beneficial Owner document name is detected, the AI denies the application without requiring human intervention. In cases where partial matches or questionable signals are identified, the system flags the company to perform a manual review. Businesses can query the data again to submit the right documents. The tool is configurable and can be set to trigger KYB cases automatically on every newly submitted company or activated manually on a case-by-case basis. Review results can be accessed directly on the business verifications dashboard, or if they're not triggered yet, by clicking the "Get AI reviewer insights" button, where users can see details about each onboarded company.

Navan launches AI agent for expense reports

Navan Inc. signage during the company's IPO at the Nasdaq MarketSite in New York

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Navan, a business travel and expense platform, debuted Expense Chat, an AI agent designed to eliminate manual out-of-pocket expense submissions. Users can input mileage reimbursements or drop multiple receipt images into the chat at once; the agent extracts the merchant data, auto-codes the specifics and asks for missing information. Travelers can use natural language to give context and refine entries, such as marking part of a purchase as personal or applying project codes to multiple purchases at once, before the agent submits on their behalf. Expense Chat is currently available for U.S.-based customers.

OneVest launches wealth management agentic AI OS

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OneVest

, a wealth management fintech, announced its Agentic Wealth Operating System, with AI built natively into the system, not as an add-on. It can assist in opening accounts; initiating fund movements; entering data; preparing client summaries; extracting and transposing data; orchestrating multi-step workflows; facilitating multijurisdictional compliance; automating fee billing; identifying slippage, revenue opportunities and compliance risks; validating outcomes and enforcing compliance by executing necessary fixes across the firm.

Symphony365 launches in U.K., offering unified CRM and practice management platform

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A new accounting practice management solutions provider, Symphony365, launched in the U.K. with a unified client relationship management and practice management platform. The product brings together Microsoft Dynamics 365 CRM, Customer Insights, Power Platform and Business Central with Symphony365's sector-specific solutions, including PracticePoint for onboarding, AML/KYC, billing and WIP management. The CRM component is built around Symphony365's Lifecycle Journey Framework, which maps the full client experience from targeting and marketing through internal finance and long-term advisory relationships. The solution incorporates structured sales workflows, marketing automation, integrated event management and compliance-led onboarding, boosted by Copilot Agents. A secure interactive portal will enable client collaboration and secure document exchange unifying the view of the client and the firm. The practice management component, meanwhile, provides solutions for resource and resource group management, pricing matrices and project templates, WIP ledger control and billing journal workflows, multi-entity synchronization, and native accounts receivable integration. The company launched with Microsoft AI Cloud Partner and Microsoft Cloud Solutions Provider designations.

Rowan unveils business succession solution

Executives handing a baton that says "succession" to each other on a track

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Succession solutions provider Rowan announced a platform to assist buyers and sellers of small businesses. Rather than just acting as a broker in the final transaction, Rowan works holistically and upstream via a team of "guides" composed of operators, advisors and entrepreneurs with backgrounds in small business, each with their own areas of expertise. They will help users do things like organize clean, buyer-ready financial and operational data and reduce owner dependence through documented systems and processes. Alongside 1:1 human-guided support, Rowan also offers a suite of proprietary AI tools to improve readiness and outcomes, including a Collect Agent that integrates directly with QuickBooks Online and follows up on outstanding invoices through calls, texts and emails. The company expects to broaden its offerings and also offers business assessments, salability scores, consultations and valuation tools.

Partnerships and integrations

Finance and payments platform Bill announced a partnership with Rillet, an AI-focused accounting ERP provider. The partnership will, among other things, launch a real-time, native two-way integration that aligns AP, spend and financial data across both systems. With this integration, AP, spend and expense data — including vendors, accounts, bills, credits and all payment activity — are automatically synchronized across Bill and Rillet for supported workflows. A real-time, two-way sync keeps financial records aligned across both platforms. Deep links allow teams to move between systems for review and reconciliation. … Loop, a financial platform for Canadian businesses operating globally, and Wave, a financial management technology platform, announced a strategic partnership to streamline financial operations for Canadian entrepreneurs. The collaboration includes the launch of a native, direct API connection for customers to integrate their Loop banking data with Wave's accounting platform, making Loop the first business banking solution in Canada to do so. … Consulting firm Protiviti announced a strategic alliance with AI-focused audit platform Fieldguide. Through this collaboration, Protiviti will integrate Fieldguide's AI and workflow automation capabilities into its global internal audit services. … Intuit announced a partnership with Anthropic, the company behind the Claude AI. By integrating Anthropic's Claude Agent SDK directly into the Intuit platform, businesses in any sector will be able to build and deploy AI agents engineered for compliant workflows. Intuit's own financial intelligence will be surfaced directly inside Anthropic products through Model Context Protocol integrations with TurboTax, Credit Karma, QuickBooks and Mailchimp. Intuit's platform will allow Claude users to access Intuit's money, tax and accounting experiences within Cowork, Claude for Enterprise and Claude.ai. … Sovos, a provider of tax compliance software, will offer a Tax Determination connector in the Coupa App Marketplace, connecting businesses with certified, pre-built solutions. The connector allows the Coupa platform to perform a real-time callout to Sovos for each invoice, calculating tax rates by both jurisdiction and product and validating results at both header and line levels. This allows users to achieve tax compliance without leaving Coupa. … AvidXchange a provider of accounts payable automation software and payment solutions for mid-market businesses and their suppliers, launched its Accounts Payable as a Service solution for AppFolio customers, further expanding the partnership between the two companies and making AvidXchange's payment automation solution available in the AppFolio Stack Marketplace. … Top 25 firm Carr, Riggs & Ingram announced that CFO Hub, a San Diego-based provider of fractional CFO, controller, and financial advisory services, has joined the CRI Family of Companies. The combined team will operate under the name CRI CFO Hub. CRI CFO Hub clients will now have access to the full range of services offered through CRI and the CRI Family of Companies, a portfolio of specialized organizations spanning wealth management, M&A advisory, data analytics, payroll and workforce management, retirement plan administration, trust and estate services, and more. CRI's portfolio companies work together to provide clients with guidance across both business and personal financial needs. The addition of CFO Hub expands CRI's geographic presence to California while also strengthening the firm's footprint in New York, Austin and the Washington, D.C., metro area, markets where CFO Hub has established operations. CRI CFO Hub will continue serving clients from all existing locations.

New hires and appointments

Opensity, a managed services provider, announced the addition of two senior executives to its leadership team: Matthew Cates as chief legal officer and company secretary and Kathleen Pearson as chief human resources officer. As chief legal officer, Cates will partner closely with business, operational and thought leaders to ensure Opensity continues to meet the evolving legal and compliance expectations of clients while enabling growth and innovation across the organization. Previous to this role, Cates served as vice president of legal at Epiq Global.Meanwhile, Pearson, as chief human resources officer, will lead Opensity's people strategy, including talent acquisition, leadership development, performance management, employee engagement and organizational effectiveness. … Martus Solutions announced the appointment of Peyton Burch as vice president of channel sales. Burch previously was vice president of channel sales at Sage Intacct and is widely recognized within the ERP partner ecosystem for building high-performing VAR programs. As Martus expands its presence across accounting and financial software platforms, Burch will lead the next phase of growth and scale within the company's global partner initiatives.

Other news

Tax solutions company Instead has secured 67% of all required government approvals for electronic and print tax filing across federal, state and municipal jurisdictions, with over 85% of applications submitted and complete nationwide coverage expected within weeks. Instead is actively recruiting beta firms for product rollout later this year, with major partnership announcements expected soon. The company is targeting current users of legacy platforms ahead of the next renewal cycle. … Serent Capital, a private equity firm investing in founder-led B2B SaaS and technology companies, announced an investment in Autire, a cloud-based and AI-powered software platform built to support CPA firms performing employee benefit plan audits. Through the partnership, Autire will leverage Serent's growth team to support initiatives across AI and product development, go-to-market strategy, executive recruiting and long-term strategic planning. Additional terms of the transaction were not disclosed. … Top 100 firm Wiss and Co. announced its designation as a Certified Netgain Implementation Partner. As a Certified Implementation Partner, Wiss has completed Netgain's partner training courses and is authorized to deploy Netgain solutions directly within clients' NetSuite environments.