Tech news: Rightworks releases Bookkeeper Solution for security and controls

Published June 19, 2026 9:00 AM

1 Min Read

Rightworks releases Bookkeeper Solution for security and controls; Canopy announces Canopy Close Automation in open beta; MYCPE ONE rolls out managed cybersecurity services for businesses; and other news.

Rightworks releases Bookkeeper Solution focused on security and controls

Accounting-focused cloud services and solutions provider Rightworks has released Bookkeeper Solution, a new product that is designed for firms that manage sensitive client financial data, work with contractors or offshore staff, and rely on multiple cloud accounting applications to serve clients. The bookkeeper solution offers a unified platform that brings together security, SaaS access and collaboration. The solution combines three layers: secure cloud workspace for running cloud accounting applications; managed Microsoft 365 for protected collaboration and communication; and built-in cybersecurity, including Rightworks Total Security and Cloud Protect, for controlling access across users, apps and devices. It eliminates password sharing through credential masking and centralized access, provides visibility into access for compliance and client trust, and enables one-click onboarding and offboarding for staff and contractors across systems. It also provides an on-ramp for the broader Rightworks platform. As needs evolve, firms can expand into tax and desktop hosting with Cloud Premier, extend into secure outsourcing, and adopt Spark AI, Rightworks' accounting-focused AI.

Canopy announces Canopy Close Automation in open beta

Practice management platform Canopy announced Canopy Close Automation is currently available to all customers in open beta. By surfacing live health scores, custom data monitors, period-close task templates and client workflow together, Canopy Close Automation brings continuous data oversight into the firm's central operating system. The module currently features integration with QuickBooks Online, with additional general ledger integrations planned. The platform utilizes over 11 data monitors that track specific ledger anomalies in real time. This allows teams to track an explainable Books Health Score, giving firm owners a quantifiable baseline to manage work and client needs. It also has communication features so accountants can resolve missing receipts or unclassified expenses with clients directly inside the platform. Canopy Close Automation also introduces client financial reports and AI-powered insights, letting firms automatically generate summaries, risk assessments and anomaly reports. These reports are delivered directly to the client from Canopy.

MYCPE One rolls out managed cybersecurity services for businesses

Professional development platform MyCPE One announced its cybersecurity services for businesses and enterprises, combining continuous threat monitoring, incident response, regulatory alignment, employee security training and cloud protection for modern business environments. The offering includes Security Operations Center monitoring, where alerts are reviewed and triaged by certified analysts, regulatory compliance support aligned with frameworks such as SOC 2, ISO 27001, GDPR, HIPAA, PCI-DSS and NIST CSF; rapid incident response; employee security awareness training and phishing simulations; and support for complex enterprise environments including multi-site operations, hybrid workplaces, cloud-first businesses and remote teams. Coverage includes endpoint protection, server and infrastructure security, cloud and SaaS security, vendor and supply chain risk, threat detection and response, and compliance documentation support.

InterVal launches interVal Personal Tax

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Wealth management and accounting solutions provider InterVal introduced InterVal Personal Tax. Built on a SOC-2 compliant structure, the solution offers the ability to upload historical Canadian T1 tax returns, Canada Revenue Agency assessments and notices of assessment so the platform can automatically extract, label and structure every relevant figure; format income sources, deductions and credits into a strategic framework built specifically for advisor-client conversations; synthesize data points across multiple schedules to surface advanced wealth planning opportunities, including strategic income splitting, optimal capital gains positioning and missed opportunities from prior years; track shifts in income composition and marginal tax rate trajectories over time; produce an AI-synthesized, plain-language narrative of a client's unique financial moving parts; and translate complex tax returns into ongoing wealth-preservation strategies with defensible evidence to show a holistic approach beyond traditional money management.

Cetrom Sentinel redacts sensitive info for accounting firms

Accounting-specialised cloud hosting solutions provider Cetrom Information Technology, Inc. announced that beta enrollment is now open for Cetrom Sentinel, a firm-side redaction engine that detects and removes sensitive client data from AI prompts and connected data flows before they leave the firm's custody boundary. Enrollment is open exclusively to current Cetrom clients, with a limited first cohort. The solution operates as a protected data path hosted within Cetrom's secure datacenter environment, between the firm and its sanctioned enterprise AI platform. In preview, Sentinel is designed to detect sensitive entities in real time, including Social Security numbers, Employer Identification Numbers, account numbers, names, addresses and other client-identifying information, using recognition tuned for the data patterns of accounting and tax work. It will strip or tokenize sensitive values and forwards the cleaned request, so staff can keep working while client identities stay inside the firm's boundary;. It will keep raw client data within the firm's managed environment while the AI platform operates on curated, de-identified content; and create an audit trail so leadership and security owners have evidence of what the control did and when, in support of Written Information Security Plans, Federal Trade Commission safeguards and vendor due-diligence documentation.

Akami unveils agentic security framework

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Akami, a cybersecurity solutions provider, announced its unified agentic framework for its Bot & Agent Control solutions. The framework revolves around six integrated pillars, delivered through a coordinated ecosystem of partners: verified identity and human attribution (via its collaboration with Visa); and user-centric authentication via identity providers such as Auth0 and Ping Identity. Adaptive trust analysis enables organizations to dynamically determine the trustworthiness and intent behind every interaction across browsers, bots, and agents. There is edge-based enforcement for AI interactions via Akamai's distributed edge network; as well as content monetization and value exchange, which provides a path for fair compensation via partnerships with TollBit and Skyfire; and operational visibility and traffic analysis via TrafficPeak.

M3ter touts "contract billing" for software providers

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Revenue and billing solutions provider m3ter announced "contract billing." Contracts become structured billing objects, modeled in m3ter with all terms intact, including pricing plans and rate cards, commitments, credits and balances, and billing schedules and rules to create a single source of truth for how each customer should be billed across every active agreement they hold. Usage is segmented and routed to specific contracts based on configurable attributes, filtered by dimensions on the usage record, such as a contract ID, service ID, product code or custom identifier with include/exclude rules configured per contract. Outputs flow automatically to ERP and beyond. Once calculated, billing data is synced to ERP for invoicing and revenue recognition, sent to CRM for sales and customer service visibility and is available for reporting, forecasting and audit. This creates a fully connected quote-to-cash system, without requiring enterprises to replace their existing stack. Contract Billing is now generally available to m3ter customers.

Kantata launches expertise "super agent" for professional service firms

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Practice management solutions provider Kantata introduced Expertise Agent, described as an AI superagent, alongside new agentic capabilities in the Kantata Expertise Engine. The Kantata Expertise Agent is a custom AI superagent that understands complex, cross-functional questions and dynamically creates agents to autonomously orchestrate actions across project management, resource planning, financial systems and external tools. Kantata's Expertise Agent is equipped to handle any question or task it's given and build whatever it needs to get the job done. Using the agent, firms can describe their objectives in natural language to monitor and triage risk in real time, manage resources, and generate project plans with full briefings for team members. In addition, the platform overall has been enhanced with a knowledge graph that connects a firm's data from projects, people, systems and unstructured sources such as documents, communications and meeting content. The Expertise Engine also provides new agentic BI capabilities that combine live operational data from across Kantata and an external data system with predictive analysis so users can ask natural language questions to uncover root causes of performance trends, model future scenarios, and identify risks and growth opportunities. By combining agentic intelligence, event-driven workflows, and an open MCP-based orchestration layer, the Expertise Engine enables firms to turn successful delivery patterns into repeatable operational systems where best practices can be codified into workflows that securely coordinate actions across project delivery, financial systems, CRM platforms and customer-defined AI environments.

RCReports launches new Benchmarking and CYA Log features

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RCReports, a compensation analysis solutions provider, released two new platform features: Benchmarking and the CYA Log. These enhancements are designed to help accounting firms, payroll providers and advisors proactively identify compensation risk while creating a defensible record of compliance recommendations. The RCReports Benchmarking feature can surface clients with potential reasonable compensation exposure without needing to run a full report; analyze large client bases; and highlight when a full, defensible RCReports reasonable compensation analysis is recommended. The CYA Log is designed to reduce firm risk with a documented decision trail. Its capacities include the ability to log recommendations directly within the platform, record whether the client accepts or declines a recommendation, automatically create a timestamped record for files, and create a simple paper trail that a firm recommended compliance.

Partnerships, integrations and M&A

Tax, accounting and finance solutions provider Savant Labs announced new compatibility with Claude Cowork and Microsoft Copilot to produce governed finance workflows. Finance leaders can describe what they need in plain language within the AI tools they already use, and have those instructions executed as deterministic, audit-ready workflows connected to their existing ERP and financial systems. Savant's latest update will act as a governed control layer that includes a library of ready-to-deploy finance agents, an institutional knowledge layer that brings organizational context such as controls, ERP configurations and workflow logic into every agent interaction, and automated compliance reporting that packages agent activity into audit-ready outputs on demand. Teams can begin with out-of-the-box agents for common workflows such as bank reconciliation, sales tax automation and close support, then refine them in plain language to reflect their own processes and controls. Exceptions can be routed for human review before results move downstream. … AP automation solutions provider AvidXchange announced that AvidXchange Payment Automation for Workday has launched on the Workday Marketplace through Invisors. AvidXchange provides customers with a streamlined integration that connects Workday Financial Management with AvidXchange for Workday. Users can initiate, approve and track payments directly within Workday, minimizing the need to switch between systems. AvidXchange is not an official Workday Partner. … Net at Work, a technology advisor and value-added reseller in the accounting software space, announced the acquisition of Millennium Accounting Solutions. Prior to the acquisition, MAS was a longtime member of the Net at Work Alliance Partner Program. Through the program, partners can expand their capabilities by leveraging Net at Work's industry expertise across leading solutions, with opportunities to further grow their businesses as part of the Net at Work family. The acquisition offers MAS clients the benefit of expanded access to Net at Work's broader portfolio of business consulting, technology solutions, and support resources. … CrowdStrike and Top 10 Firm Grant Thornton Advisors announced that Grant Thornton Advisors is standardizing its managed security services on the CrowdStrike Falcon platform, anchored by Falcon Complete through the Falcon Complete for Service Providers program. Building on this strategy, Grant Thornton Advisors is expanding its global security managed services capabilities. The move consolidates Grant Thornton Advisors' managed security service provider capabilities around a unified operating model using CrowdStrike's Agentic MDR. Using intelligent agents to augment expert analysts, Agentic MDR automates workflows and scales managed protection across enterprise environments to stop AI-accelerated adversaries. … Big Four firm EY announced the launch of the Transformation Experience, a new offering within the EY Workforce Platform, including Simpplr technology. The solution combines the data-driven EY change management approach with Simpplr's AI-powered employee experience capabilities to improve workforce engagement and accelerate transformation adoption. By embedding Simpplr's AI-powered communications, search, workforce insights and analytics capabilities, EY teams can help clients deliver highly personalized and timely employee communications while turning real-time workforce sentiment into actionable business insights. The EY Workforce Platform also accelerates the workforce layer of the EY.ai Value Blueprints — helping organizations define how humans and AI agents collaborate to upskill teams for AI-driven environments and scale AI capabilities to unlock new revenue streams, innovative business models and enhanced customer experiences. … Audit platform Inflo and practice management solutions provider HubSync announced a strategic technology partnership to deliver a unified digital audit and tax experience for accounting firms. Inflo and HubSync's architecture will bring together every stage of the tax and audit process into a single, connected platform. From ingesting and validating client data, through analytics, testing and workpapers, to collaboration and reporting, each module is designed to operate as part of one cohesive workflow. … Embat, a treasury solutions platform, has partnered with accounting and finance platform Sage to enable its U.K. customers to integrate Embat's treasury technology. The partnership allows businesses using Sage Intacct to connect banking and ERP data in real-time, automate manual treasury workflows and bank reconciliation, and improve cash visibility and forecasting across multiple entities and accounts using AI. … Big Four firm KPMG announced a minority equity investment in Incentify, a leader in AI-powered credits and incentives technology, expanding a collaboration that helps organizations navigate the shifting mix of credits, grants and incentives in more than 120 countries. Icon is already in use across KPMG's tax practice. The minority equity investment in Incentify deepens this relationship and builds on KPMG's recently announced exclusive global alliance with Anthropic and the launch of Digital Gateway Powered by Claude, which will expand to include transaction and consulting service offerings, including transformation, deal advisory, risk services, and managed services. It also follows previous minority investments through KPMG Ventures in companies such as Fieldguide, Ema, Wokelo and Rhino.AI.

Awards and honors

The AI Native Accounting Foundation announced the winners of its inaugural AI Native Accounting Awards, honoring firms and practitioners who are moving AI in accounting from experimentation to measurable, responsible implementation in real-world environments. Winners were recognized live on the keynote stage at Scaling New Heights, held June 14–16, 2026, in Orlando, Florida. Award winners include Angel Zhen for Individual Award for AI Innovation, CBIZ for Firm Strategy and Governance, Financial Options for the Small Firm Award for Strategy and Governance, and Armanino for the Firm Award for AI Implementation. The Foundation also announced that applications for its first scholarship program are now open. Two $5,000 scholarships will be awarded to undergraduate and master's students enrolled at U.S. colleges or universities for the 2026–27 academic year who are actively building with AI in accounting, tax, audit, advisory or finance contexts. Applicants submit a working AI use case, a short write-up and a structured video response. Applications close Sept. 15, 2026. More information and the application are available at www.ainativeaccounting.org. … InfoTech, a research group, in its 2026 Customer Service Management Data Quadrant Report, recognized HubSpot Service Hub, Freshdesk, HelpDesk and Zoho Desk as Champions based on verified end-user feedback collected through the firm's SoftwareReviews platform. Specifically, HubSpot Service Hub, 8.8 CS, was recognized for its strong website analytics capabilities; Freshdesk, 8.7 CS, was highly rated for the business value it delivers to customers; HelpDesk, 9.1 CS, was recognized for its analytics and reporting capabilities; and Zoho Desk, 8.6 CS, was highly rated for its breadth of features and functionality.

Other news

The TaxRevolution 2026 virtual conference, designed to help tax and accounting professionals transform their firms in a single day, has been scheduled for Aug. 13. Created and hosted by tax automation solutions provider GruntWorx, TaxRevolution 2026 brings together figures from organizations like Liscio, Ignition, SmartVault, TaxRock, The CFO Project, Zamp, and accounting influencer and owner of the Radical CPA, Jody Padar. Attendees can earn seven CPE credits while exploring the tools, models and workflows shaping the next decade of tax practice. The free virtual conference will be held Aug. 13, 2026, from 9:30 a.m. to 5:15 p.m. ET. Registration is now open. … Cloud services and infrastructure service provider Leaseweb announced the appointment of Estelle Azemard to the position of CEO of Leaseweb Canada. Azemard, who will be based in Montreal, will lead the continued growth and strategic expansion of Leaseweb Canada, strengthening the company's position as a provider of cloud, dedicated server, colocation and hybrid infrastructure solutions for Canadian organizations navigating increasingly complex digital, AI, data sovereignty and compliance requirements. … Tech investment company Lightspeed announced it is leading a $37 million Series A round in Andera, a company building an AI-native platform to automate internal audit.