Tech News: Infinite Ties rolls out bevvy of new content for CAS development

Published September 18, 2026 1:41 PM

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Updated September 18, 2026 2:00 PM

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Infinite Ties rolls out bevvy of new content for CAS development; FloQast launches governed workflow agents, AI journal review; CPA Crossings launches AI-enhanced CPE management; and other accounting tech news.

Infinite Ties rolls out bevvy of new content for CAS development

Infinite Ties founders Deneen Dias, Christine Triantos, Michelle Welch 

Practitioner-built CAS ecosystem for advisory clients Infinite Ties announced new training tracks, journey-based resources, and individual membership create clearer paths to build, strengthen, and scale CAS. Specifically, the company has launched three distinct CAS development tracks, new pathways tailored to different stages of the CAS journey, and a $49 individual membership option. The training tracks, designed to develop and upskill CAS professionals and teams, include Advisory-Ready Financials (Build the Technical Foundation), which provides accounting fundamentals taught through a CAS lens; CAS Engagement Leadership (Lead the Team and the Book of Engagements), which addresses delegation, capacity, scope, profitability, client leadership, and the business decisions required to manage a successful book of CAS engagements; and the Advisory Mindset (Develop the Human Side of Advisory), described as a power-skills experience focused on communication, trust, influence, conflict, strategic questioning, and the relational skills that help technical professionals become trusted advisors. Together, the self-paced tracks are meant to create a flexible development path from technical capability, to engagement leadership, to true advisory impact. The four new user journeys, meanwhile, are meant to help practitioners locate the exact support they need. Established Practices Seeking Scale provides guidance and diagnostic tools to fix bottlenecks in profitability, capacity, and consistency; Tax Firms & Sole Practitioners Transitioning to CAS gives step-by-step support to build a recurring advisory line from the ground up; Bookkeepers Adding Advisory Services has frameworks to expand transactional services into strategic advisory engagements; and CAS Team Members & Emerging Leaders offers Hands-on training to increase client and firm impact. The expanded online experience also gives greater visibility to the FanCAS-Kit, Infinite Ties' six-phase implementation framework created from decades of real-world CAS experience, which draws on practical resources for firms looking to build, standardize, or strengthen areas including service offerings, pricing, staffing, technology, process, and practice growth. Infinite Ties also announced that, beginning September 16, individual professionals can join Infinite Ties for $49 per month. Infinite Ties will continue to offer its $99 monthly team membership for up to five users, allowing firms to bring CAS education and resources to multiple team members under one membership. The company also said that, on Oct. 1, they will release its new Growth and Profitability Engine, which diagnoses the client, defines the work, calculates pricing based on the firm's own costs and expected effort, and creates the documents needed to support the engagement.

FloQast launches governed workflow agents, AI journal review

The Muse

Workflow automation solutions provider FloQast has launched a host of new AI-driven features, including governed agents and AI journal review and anomaly detection. The company announced the new releases during its TakeControl user conference. FloQast Transform can now reverse engineer the end-to-end workflows a team runs each month and turn them into AI agents, so people can hand FloQast files from a close a team has already finished and automatically builds an AI agent that runs that process for them with IT or coding required. These new agents, plus the ones already available, will soon run under COSO's GenAI governance framework so teams can wrap their AI agents in COSO-compliant governance — risk assessment, control environment and activities, and ongoing monitoring and assurance — directly inside the platform. Audit evidence will write itself with connectivity between Transform and FloQast Connected Compliance. Meanwhile, FloQast also announced an AI Assistant that reviews journal entries before accountants approve them, as well as answers questions, prepares and reviews work, and meets teams inside the workflows they use every day. Its first application is journal entry review, built into FloQast Journal Entry Management. When a preparer submits an entry, the reviewer can ask for an AI review before approving it. The Assistant flags errors and anomalies, scores audit risk, explains its reasoning, and recommends a fix.The human makes every call. The company also released FloQast Detect, an AI powered transaction monitoring tool that learns normal patterns on a per-subsidiary, per account basis, and flags anomalies before the books close. Each flagged transaction is assessed for GL impact, routed for review, and signed off with a full audit trail. User-defined rules layer on top, codifying the team's own review criteria and applying them to every transaction, every period. Finally, FloQast Operational Audit is an expansion of FloQast's internal audit capabilities to cover the entire audit plan, including SOX testing, other compliance audits, and now, operational audits. Built around the team's own methodology, AI drafts the audit plan, executes testing and generates an executive-ready report from live audit data.

CPA Crossings launches AI-enhanced CPE management

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CPE provider CPA Crossings (CPAx) announced the launch of CPAx Academy, touted as a structured professional development platform, which includes features such as AI assistance in building individual customized learning plans and fully automated state-by-state compliance tracking. Versus manual tracking via spreadsheets, CPAx Academy offers a centralized, real-time visibility into every team member's CPE progress. Learners using CPAx Academy can choose a guided curriculum designed around a specific competency or career objectives, accelerating their competitive position in the market. The software provides learners with the ability to incorporate live content such as conferences and webinars into their professional learning journeys. The platform also bundles multiple CPE courses into curated Learning Paths focused on developing expertise in specific practice areas, technologies, or leadership skills. Each path combines multiple expert-led courses, which can be completed on a flexible schedule at each learner's own pace. Learning Paths span technical, strategic, and interpersonal skills, including AI and soft skills that are often left out of traditional CPE. Subjects include AI-Powered Accounting, CPA to CFO Leadership, Technology and Innovation, Financial Strategy and Analysis, Strategic Growth and Personal Development, and Staff Accountant Core Foundations. All courses meet NASBA requirements and state board regulations for CPE credits.

Mercury launches embedded accounting solution

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Mercury, traditionally known as a banking technology provider, announced the launch of Mercury Books, a double-entry accounting software built directly into Mercury which uses AI to categorize and reconcile banking, card, invoicing, and bill pay activity the moment it happens. Mercury Books pulls in activity from Mercury banking, cards, invoicing, and bill pay and automatically categorizes and reconciles it all as customers build their business. Customers can also connect to thousands of external platforms like Stripe, Gusto, and PayPal, for their full financial picture. Everything is categorized and reconciled using full double-entry accounting, supporting both accrual and cash basis. Mercury Books works with Command, Mercury's built-in AI agent, meaning customers can also ask questions about their finances or take actions like recategorizing transactions in bulk, writing journal entries, or updating their chart of accounts using natural language, with every action requiring confirmation before it's applied. Users can also invite their accountant into their books with unlimited advisor seats at no additional cost, or get matched with one of our accounting partners. Every categorized transaction traces back to the underlying activity, so bookkeepers and accountants can verify the numbers instead of reconstructing them.

Emburse expands into AP with new solution

Emburse CEO Marne Martin

Travel and spend management platform Emburse announced a new accounts payable and payments solution that brings invoice processing, approval workflows, vendor enablement and payments together in one platform. Emburse AP automates the entire journey from invoice to payment. The AI can read any invoice in any language or format, automatically enable and pay suppliers, and give finance teams the ability to adapt controls through simple rules. Invoice submission is open to anyone in the business, while acceptance, coding, approval, and payment remain role-based and configurable, with support for multi-level controls so finance can enforce segregation of duties. It supports both PO and non-PO invoices, going beyond traditional OCR with vendor matching, coding assistance, confidence-based review, exception identification, duplicate detection, and policy and guardrail guidance. It also automates invoice routing and approvals using configurable business rules based on factors such as amount, coding, and company hierarchy. Furthermore, the solution also sports AI-powered vendor enablement, payment preference capture, duplicate prevention, and anomaly detection, as well as support for ACH, virtual cards, checks, across the U.S. and Canada. Additionally, it centralizes vendor information and connects vendors to invoice processing, approvals, payments, and accounting workflows. Invoices are automatically matched against purchase orders and, where applicable, goods receipts to help ensure businesses pay the correct amount for what was approved, ordered, and received. It also integrates with Emburse's broader spend management solutions and leading accounting and ERP systems. Emburse AP will be available September 30, 2026, as part of Emburse Professional and Emburse Spend.

Diligent touts orchestration agent in Diligent One with plain language chat interface

Governance, risk and compliance solutions provider Diligent announced a new orchestration agent in Diligent One to give GRC professionals a natural-language interface to coordinate audit and risk work. Instead of simply answering questions, it enables users to describe what they need, and routes work to the right specialized agents to execute workflows. It also monitors risk data, cleans records, coordinates assessments, follows up on overdue actions, escalates issues and surfaces emerging risks. It also identifies relevant risks, maps them to audit objectives, links existing controls and supports evidence collection, testing and findings development to help plan and execute audits via conversational workflow. It also allows for insights and reports: using conversational prompts or templates, teams can quickly surface key findings and generate polished, secure, source-cited reports in minutes.

Andera launches AI-native GRC platform, free for limited time

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Audit and compliance solutions provider Andera launched Andera GRC, which, for a limited time, is free to any organization running control testing with Andera. Teams store their risk and control matrix, narratives, risks, issues and evidence in one place to link enterprise risk data with Andera's agents. Using this connected risk approach, an update anywhere updates the data everywhere everywhere, keeping records in sync rather than drifting between spreadsheets, tickets, and a system of record. Agents do work like pulling evidence from source systems, handling requests, testing controls, running retests, drafting issues the moment a control fails, suggesting compensating controls and keeping dashboards current. Also, teams can ask Andera anything about their control environment and get an answer grounded in testing that was actually performed. To enable more risk teams to experience what AI can do for their organization, Andera is launching the GRC at no cost.

Prophix One now has agents, integrations, MCP server

CEO Alok Ajmera

Financial performance management solutions provider Prophix announced new upgrades and enhancements for its Prophix One platform, its second major release of 2026. They include Prophix One Autonomous Planning Agent which automates recurring FP&A processes with governed workflows and human-in-the-loop oversight; Prophix One MCP Server which connects live, governed Prophix data and intelligence to enterprise AI ecosystems; Prophix One for Microsoft Office, which gives finance teams and business users trusted financial intelligence where they work; and Cash Management Bank Integration which allows companies to connect their Cash Management system with their banks to access daily, refreshed balances and automatic transaction classification across more than 10,000 U.S. and Canadian institutions. All features run from one governed system that is deterministic, explainable and audit-ready.

Abrigo launches Allowance Intelligent Automation for CECL processes

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Bank technology provider Abrigo announced the launch of Abrigo Allowance - Intelligent Automation, a new solution that combines automation, AI-powered analysis, and workflow to reduce manual work and accelerate recurring CECL processes while maintaining required governance and controls. It is available as an add-on to Abrigo Allowance. Automation executes configured activities, from creating and running calculations to refreshing forecasts, processing pools, calculating qualitative factor scorecards, producing reports, and notifying stakeholders when processing is complete. AI-powered comparison narratives help teams understand what changed between calculations and identify key drivers. Workflow capabilities provide defined tasks, reviews, approvals, controls, and reminders. This means users can automate recurring calculation activities and begin configured processing as soon as data is ready, understand changes in Allowance results with AI-powered calculation comparisons, and build governance and controls into recurring CECL processes through workflows, reviews, approvals, and reminders.

Workiva touts agent studio, automated audit tests, and expanded regulatory footprint

Finance and risk solutions provider Workiva unveiled new product and platform innovations at Amplify 2026, the company's annual conference. Chief among them is the new Agent Studio, which empowers users to quickly build, customize, and deploy AI agents in Workiva's platform, enabling people to automate sophisticated manual business processes without writing any code. Organizations can enrich agents with company-specific knowledge and context, tailor them to their own processes, and schedule automations to execute recurring work. Workiva also released 3 new agentic solutions to mark Workiva's expansion into a wider universe of reporting obligations and regulatory work. Starting with what has historically been highly manual regulatory disclosures, such as BEA (Bureau of Economic Analysis) surveys, US Census surveys, and Country-by-Country Reporting, accounting and finance teams will be able to manage a broader range of regulatory requirements within the same connected platform. Finally, Workiva launched a new agentic solution that accelerates audit testing while maintaining consistency, traceability, and governance. By orchestrating evidence, attribute, and testing agents, the solution replaces manual evidence collection, sample selection, attribute testing, and documentation with a purpose-built workflow that provides full traceability at every step.

Partnerships and integrations and M&A

Tax research solutions provider Bizora AI has joined the Information Technology Alliance (ITA), a not-for-profit association of leading Consulting and VAR firms, CPA firms, and technology product/service providers. … Thomson Reuters and Suralink, an accounting and auditing automation platform, announced a partnership to integrate Suralink with Thomson Reuters CoCounsel Tax, Audit & Accounting and Engagement Manager. The new integrations are designed to reduce friction between systems and enable audit professionals to more easily move from client requests to analysis and execution. … Sovos, a tax compliance platform, announced the acquisition of Blue dot, an AI VAT intelligence and recovery platform headquartered in Tel Aviv, Israel. Its platform includes more than 150 purpose-built AI models, a real-time orchestration engine, a transaction Knowledge Graph and agentic capabilities designed to automate document ingestion, reconciliation and compliance operations. Sovos intends to embed Blue dot's AI into its compliance transaction flow, accelerating its diagnosis capabilities toward a system that not only identifies which rule failed, but explains why the underlying business event was wrong and what needs to change upstream to prevent it from recurring. The acquisition also strengthens Sovos' ability to prepare customers for ViDA and evolving CTC mandates. Blue dot's AI will reconcile structured B2B invoices that increasingly move through regulated channels with employee expenses and corporate card transactions that originate at the point of sale. Finally, Blue dot's data science and engineering teams will join Sovos' product and technology organization. … Spend management solutions provider Expensify announced an integration with Anthropic to make Expensify one of the first expense management tools available as a connector in the Claude for Small Business plugin. With the integration, business owners can prompt Claude in plain language with requests such as: "Which expenses from last month are still missing receipts?", "Show me what we spent on software subscriptions this quarter, broken down by vendor" or "How much did we spend last month versus the month before, and what drove the difference?" Claude then analyzes their Expensify expense, card, and receipt data, and answers in seconds. … Cloud-specialized business and accounting platform Xero announced they are expanding their partnership with Anthropic with the release of their new Claude for Small Business workflows and integrations. Additionally, their new Xero plugin in OpenAI's ChatGPT is now live. These developments build on Xero's AI integrations with Claude (launched in May) and their growing connections across Microsoft 365 apps which will soon include Excel, Word, PowerPoint, and Copilot Cowork. These integrations enable small businesses and their advisors to access their financial information across the tools they work in every day. Every answer is built on live Xero data rather than an export, so everyone is working with the current numbers, and the review step and final judgement stay with the accountant and the business owner. Accountants and bookkeepers can use these integrations today, working in one client organisation at a time with the same live Xero data and the same supported workflows their clients have. Coming soon, advisors will also be able to move between a practice's client organisations without reconnecting each time. … Crunchafi, a SaaS technology provider for CPA firms and financial professionals announced the acquisition of BUCS Analytics. The acquisition dramatically expands Crunchafi's capacities. It now connects to more than 150 accounting, ERP, payroll, CRM and operational systems, cloud-based and on-premises; makes firm data available to AI tools through an MCP; and extends Crunchafi into CAS with advisory-ready analytics, giving firms a clearer view of client financial health and where to focus, from routine reporting to identifying opportunities and risks across their client base. BUCS Analytics customers will continue to be supported through the transition. … CostPerform, an enterprise platform for cost modeling and management accounting and integraSoft, a developer of mission-critical ERP, equipment rental, and warehouse management software, announced partnerships with Infragistics' Reveal embedded analytics software. By integrating Reveal's self-service embedded analytics solution, these organizations are delivering real-time reporting, interactive dashboards, and advanced analytics directly within their applications. They join an expanding list of partners, including SnapFulfil, Acuity, Casebook, Scriptly, and Commodity Centre… Purchase-to-pay automation provider Yooz announced its integration with CDK Accounting enabling dealers to automatically sync payment and remittance details from Yooz directly into CDK Accounting. Previously, Yooz could send approved invoices to CDK but could not mark them as paid, requiring manual updates and creating gaps in audit records. With certification on CDK's Accounting Post Vendor Payments API, Yooz now completes the full purchase-to-pay workflow by updating invoice payment status within CDK. … Data connection and integration solutions provider Amalgam announced new integration with Acumatica as well as a new payments workflow. The Acumatica integration lets users pull Acumatica data directly into Excel or Google Sheets for reporting, analysis, and ongoing financial workflows. The new Invoice Payments resources can be used to build workflows around invoice data, payment tracking, and reporting, giving people more flexibility to bring invoice activity into existing Excel and Google Sheets workflows and build the reporting or processes they need around it.

New hires and appointments

Workflow automation solutions provider FloQast has hired Lucia Wind, board chair of COSO, as senior vice president of risk and audit advisory. Wind oversaw COSO's publication of its generative AI governance framework earlier this year, the same framework FloQast is operationalizing in the COSO AI Module, beginning with a full capability, risk and control mapping. … GRC solutions provider Optro announced the appointment of Tim Daniels as Chief Financial Officer. Daniels joins Optro from Quickbase, where he served as CFO, and brings two decades of experience scaling high-growth enterprise software companies. As CFO, Daniels will lead Optro's global finance organization, overseeing finance, accounting, and strategic financial planning as the company scales. … Practitioner-built CAS ecosystem for advisory clients Infinite Ties announced the appointment of Della Copp as Chief Marketing Officer, where she will lead brand strategy, audience development, communications, and go-to-market initiatives across the expanding Infinite Ties ecosystem.

Other news

Travel and spend management platform Perk expanded its product Perk Spend into the United States, following its successful launch in Europe.