Intuit, Gusto both tout Claude integrations

AI cooperation
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Intuit announced the launch of the TurboTax connector on Claude, which brings TurboTax capabilities directly into Claude, including personalized and real-time tax estimates, instant refund projections, connection to a live Intuit tax expert, and a personalized tax document checklist with in-app document capture capabilities. The company also announced enhancements to its existing ChatGPT integration. Based on a few questions about their tax situation — whether they're a freelancer, a homeowner, a retiree or all three — users can now receive a personalized checklist of which forms to gather. They can also upload documents directly within the TurboTax app in ChatGPT and pick up right where they left off in TurboTax to continue filing. Payroll solutions company Gusto, which sports a ChatGPT integration of its own, also announced an integration with Claude. With the integration, user can ask in plain English questions such as "What drove my payroll increase last pay period?" or "How much have we spent on overtime this quarter?" Claude will provide answers, drawing directly on the user's Gusto account, without ever leaving the tool they're already in. Gusto also announced a similar integration with Slack, with the same capabilities. 

Oracle premieres Fusion Agentic Applications

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Oracle released Fusion Agentic Applications for finance and supply chain operations, powered by coordinated teams of specialized AI agents engineered for enterprise execution. The company has released 12 of them so far: 

  • Claims Settlement Workspace: Helps finance teams improve cash accuracy, settle claims faster, reduce cycle time and improve control.
  • Collectors Workspace: Helps finance teams collect cash, lower days sales outstanding, and achieve higher promise-to-pay conversion rates.
  • Cost Accounting Close Workspace: Helps supply chain teams prioritize work, reduce close effort and accelerate period close across manufacturing and inventory operations by surfacing material exceptions and next-best actions.
  • Design-to-Source Workspace: Helps supply chain teams move disconnected functions across engineering, supplier, and sourcing decisions into one coordinated process.
  • Logistics Execution Command Center: Helps supply chain teams minimize fulfillment disruption, identify urgent issues and unify data across transportation and warehouse operations, and prioritize actions to resolve exceptions.
  • Maintenance Operations Workspace: Helps supply chain teams reduce unplanned downtime, speed up triage and focus on the highest-impact actions.
  • Process Manufacturing Workspace: Helps supply chain teams enhance issue detection, improve batch conformance and reduce costs and variability.
  • Product Readiness Workspace: Helps supply chain teams increase product launch efficiency and reduce delays, assess supply chain impact, and boost compliance.
  • Production Shift Operations Workspace: Helps supply chain teams streamline shift handoffs, reduce disruptions, and keep operations on track with shift-readiness checks and carryover flagging.
  • Sales Order Command Center: Helps customer service teams resolve sales order exceptions, manage holds, respond to ad hoc customer queries, and process cancellations and returns.
  • Sourcing Command Center: Helps procurement teams accelerate procurement decisions, negotiate, and manage high-priority exceptions.
  • Warehouse Operations Workspace: Helps supply chain teams increase warehouse efficiency and expand insights across stock, inbound, outbound, and workforce by surfacing current and emerging issues and recommending resolutions.
By operating inside the existing Oracle Fusion Applications security framework, the new Fusion Agentic Applications can autonomously progress routine work within established guardrails, and surface exceptions, tradeoffs and decisions where human judgment materially changes the outcome.

Suralink launches Financial Statement Tie Out solution

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Suralink CEO Evan Fitzpatrick
Suralink, a  fully integrated client collaboration platform, announced Financial Statement Tie Out, a new AI-powered solution designed to modernize the final stage of the audit. Financial Statement Tie Out replaces manual review with agentic AI-powered validation across four core areas: mathematical accuracy, internal consistency, prior-year consistency and version comparison. Financial Statement Tie Out performs vertical and horizontal calculations; scans the entire document to ensure every number is consistent wherever it appears; validates that the current-year opening balances roll forward correctly from the prior-period audited report; and surfaces every modification between drafts. These capabilities help audit teams confirm accuracy and identify discrepancies.

Yooz releases line-level matching solution

Purchase order
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Financial operations platform Yooz its Line‑Level Matching solution. With it, Yooz clients can extract and match invoice lines automatically against complex, multipage purchase order lines, including product codes, descriptions, quantities, unit prices and totals. Users can surface exceptions with matched and unmatched lines, flagged for review across multipage invoices; use AI to spot discrepancies and guide resolution, including intelligent adjustment recommendations for price, quantity or item mismatches, with one-click exception handling; and apply tighter controls at the line level with configurable routing based on discrepancy type or threshold, plus a complete audit trail.

Bill announces enhanced support for Supplier Payment Plus 

Bill HQ
Payment and finance operations platform Bill announced the latest expansion of Bill Supplier Payments Plus, with enhanced support for cards and automated payments. New features include card straight‑through processing, which automates card payment processing and settlement by depositing funds directly into supplier accounts; intelligent payment preferences (card and ACH), which enables configurable payment rules for speed and cost; payment links, which allow suppliers to accept card and ACH payments from SMBs through a simple payment link with no Bill account creation or portal required; digitizing off‑network volume, which converts paper checks and manual payments into digital transactions; and unified visibility across all incoming payments, which provides a single dashboard view of payments from both in‑network and out‑of‑network businesses.

JustPaid launches workflow and integration platform 

Workflow process concept art
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B2B billing automation solutions provider JustPaid introduced loopfour.ai, a workflow and integration platform designed for moving financial data across modern business systems. The software lets users move or sync data from system to system without building and maintaining one-off integrations in situations like harmonizing data between CRM tools, billing systems, accounting platforms or internal data warehouses. Rather than acting as a simple connector, Loopfour.ai provides a finance-first integration layer that exposes a developer-friendly API that allows teams to move financial data from point A to point B as their stack evolves.

OneStream goes private after being acquired by Hg

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Tiffany Hagler-Geard/Bloomberg
Corporate performance management solutions provider OneStream has gone private after the conclusion of its acquisition by Hg Capital. Minority investors include General Atlantic, a leading global investor, and Tidemark, a leading technology investment firm. The all-cash transaction values OneStream at approximately $6.4 billion in equity value. With the completion of the transaction, OneStream's Class A common stock has ceased trading on the Nasdaq. OneStream is now privately held, with Tom Shea continuing to serve as CEO and the current OneStream leadership team remaining in place. As a result of the transaction, OneStream shareholders are entitled to receive $24 per share in cash. The transaction was approved by OneStream shareholders and obtained the required regulatory approvals.

SoloTruth introduces Asset Relationship Management platform

Integration
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SoloTruth, a provider of evidence-based asset management solutions for enterprises, launched its Asset Relationship Management platform. SoloTruth's ARM platform ingests evidential data from RFID and GPS smart tags and mobile virtual inspections to verify asset attributes. It leverages intelligent document processing to extract data from bills of materials, invoices and other sources. The platform schedules, assigns and tracks all inspection and verification tasks across the asset base without the need for manual coordination. Data can then be integrated into the organization's ERP platform for further analysis. The platform addresses the issue of "ghost assets" that are erroneously reported in insurance and financial audits, creating reporting inconsistencies and compliance failures.

PracticePanther launches PantherAccounting Plus

Panther
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PracticePanther, legal practice management platform, debuted PantherAccounting Plus, a solution to assist law firms with their accounting needs. It features full IOLTA and trust ledger functionality with client ledger tracking, built-in safeguards against commingling of funds, and a guided three-way reconciliation wizard to complete month-end reconciliations. Other features include centralized tracking of income and firm expenses such as office rent, marketing, insurance and payroll; a fully customizable chart of accounts tailored to the unique structure of law firm finances, with general ledger reporting; the ability to manage unpaid client invoices and firm expenses with visibility of matter-level billing data; and the ability to generate firm profit and loss statements, balance sheets, cash flow statements, trial balance, trust account summaries and audit-ready reconciliation reports. PantherAccounting Plus is now available to PracticePanther users on the Business Pro Plan. 

Adyen debuts Intelligent Money Movement to connect payments, payouts and liquidity

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Business solutions provider Adyen rolled out Intelligent Money Movement, a product offering that connects payments, liquidity management and payouts together on a single platform. Users can accept payments online, in person, and in-app through a single integration; create accounts with integrated transfers for visibility of their global finances; use incoming payments to directly fund outgoing payouts; issue and manage branded corporate cards for payments and expenses, and earn shared interchange revenue on every transaction; and make real-time transfers to suppliers, vendors and partners in over 190 countries using automated approvals.

New partnerships, integrations and M&A

Paylocity, a provider of HCM, finance and IT solutions, announced the acquisition of Grayscale Labs, an AI-focused recruiting automation company. Grayscale will expand Paylocity's recruiting capabilities, as the platform helps organizations keep pace with the ongoing hiring demands of high-turnover workforces. … Nmbr, a Canadian embedded payroll infrastructure provider, has partnered with Paiday, a payroll platform built for accounting and bookkeeping firms, to deliver a new approach to payroll designed for Canadian businesses. Paiday is using Nmbr's embedded payroll infrastructure to power a payroll experience built specifically for accounting firms. … UHY, a Top 50 Firm, announced a strategic partnership with AI-focused accounting software provider Trintech to collaborate on an AI-driven platform designed to streamline the financial close process, automate daily and account reconciliation, enhance compliance and provide greater visibility across finance operations. UHY professionals will be using Trintech's platform to improve control and create a more efficient finance function. …  Paystand, a blockchain-powered B2B payments network, has joined Bitcoin for Corporations as a Premier Vendor Partner. Through the partnership, companies in the Bitcoin for Corporations network gain access to Paystand's full-stack financial operating system for payroll, spend management, accounts payable and accounts receivable — built natively on Bitcoin. ...   Zone & Co, a financial operations platform provider, acquired Sudozi, an AI-powered procurement and vendor management platform. The acquisition moves Zone upstream into procurement, expanding the traditional finance system of record into a System of Agency that enables finance to shape business outcomes at the point of decision. ... Data solutions provider AdvisureIQ announced a strategic partnership with Centage, a financial planning and analysis software provider. Under the partnership, AdvisureIQ will integrate Centage's FP&A platform into its client engagements.

New funding and investments

Modus, an AI-focused audit platform, has raised $85 million in seed and Series A funding, led by Lightspeed Venture Partners, with participation from Comma Capital and Garry Tan (see full story). The capital will be used to accelerate Modus's technology development and to support its strategy of investing in and partnering with growing audit-first accounting firms. … Juno, a tax prep automation platform, announced the completion of a successful $12 million seed funding round, led by Bonfire Ventures, along with Impression Ventures and X Fund. The new funding will support growth and help the company scale further. ...  Pipe, a small business-focused fintech, announced a $16 million funding round today, led by investors including Fin Capital and MaC Venture Capital. As part of this new investment round, Marlon Nichols, general managing partner at MaC Venture Capital, joined Pipe's board of directors. 

Other news

Intuit has completed certification for the Federal Reserve's FedNow Service, enabling real‑time, 24/7 payment settlement for consumers and small and mid‑market businesses. Intuit's FedNow certification will be integrated across the platform to reduce the multiday wait for ACH funds to settle; enable payroll services right when the job is done, allowing employers to pay workers via the FedNow Service; and use FedNow instant payment features to eliminate processing delays. … Fintech Meow  announced a new agentic platform enabling AI agents to open and manage business bank accounts on behalf of users. With a simple prompt to their preferred AI agent, users can now initiate the creation of a business bank account with Meow. Once a bank account is established, agents can issue virtual and physical cards, send and receive payments, and manage account activity autonomously. ... Top 50 Firm LBMC announced that Laura McGregor, a shareholder in the firm's health care audit practice, has been named to the Nashville Business Journal's 2026 40 Under 40 list, an award recognizing rising business leaders making significant contributions to their industries and communities.

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