Tech news: RSM equips auditors with Ask Luca AI tool

January 9, 2026 11:27 AM

RSM equips auditors with Ask Luca AI tool; DataRamp solution lets people process data without moving it; Rillet adds quarterly and annual financial reports, other features; and additional accounting tech news.

RSM announces Ask Luca AI research tool

Photo courtesy of RSM US LLP

Top 10 firm RSM announced the launch of Ask Luca, a generative AI tool within RSM Luca, the firm's digital audit ecosystem. Intended for audit and assurance staff, Ask Luca provides real-time guidance sourced directly from RSM's assurance manuals, practice aids and technical accounting guides. It will also advance auditor research by establishing a foundation for future assurance-focused intelligent agents. Ask Luca delivers vetted insights in seconds, reducing research time and helping auditors navigate complex issues faster in order to meet client demand for efficiency and speed.

Data Ramp solution lets people process data without moving it

Data integration solutions provider Data Ramp released 1lx, which allows users to clean, identify and enrich customer data without moving it. This is in contrast to traditional approaches that require personally identifiable information to be transferred to a third party. With this, Data Ramp said it is building out a "Zero-Copy Network" of data and service providers that embrace this alternate approach. The technology works across Microsoft Azure, Amazon AWS, Google Cloud and IBM Cloud. Any participant with a cloud storage account in any of these clouds can enable the service by deploying the 1lx agent in their cloud and behind their firewall.

Rillet adds quarterly and annual financial reports, other features

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Finance ERP solutions provider Rillet announced five new features this week, including quarterly and annual financial report generation, which lets users view income statements and balance sheets with yearly and quarterly breakdowns to understand performance over time. Users can also now customize their standalone selling price calculations by excluding specific products from the contract's SSP allocation; search by invoice number, invoice ID, or customer name and jump straight to the exact invoice—or see the full customer context, including related invoices and contracts; receive instant vendor updates through webhooks that power integrations and workflows as changes happen; and automatically insert due dates, company name and invoice name when writing custom messages to customers for invoicing.

In a second round of new features shortly after the previous one, Rillet also announced support for AI Model Context Protocols; a direct export button to the credit memos page; an official API Changelog; and a partnership with ERP solutions provider QueBIT to help users move to a unified, real-time financial foundation.

Velixo launches construction solution for Acumatica

Excel-based reporting and automation solutions provider Velixo released Velixo for Acumatica Construction, designed to give construction finance and project teams real-time visibility into projects with efficient bidirectional tools. The new solution includes a library of purpose-built templates for construction project accounting and forecasting. It also offers the ability to track cost codes, model scenarios and write updated estimates back to Acumatica; monitor earned value, over/under billing, and forecasted profit and generate WIP adjustment journals; review revenue, cost and completeness metrics with a single refresh; spot variances early with live comparisons of planned and actual costs; gain consolidated visibility into AP, AR, labor and purchasing activity; and access drillable views into hours and expenses by project. In addition, the platform features "Universal Writeback," which allows users to create or update data in any Acumatica object. Scenarios that are pre-built as templates directly from Excel include updating AP bills, projects, cost codes, and contracts data in bulk.

Partnerships and integrations

Identity verification solutions provider iDenfy announced a partnership with FTMO, a trading education company. FTMO has implemented iDenfy's Know Your Business solution to verify global corporate clients. … SelfAudit AI, an AI-powered compliance automation platform, announced a partnership with PreVeil to provide clients with proven encryption and secure collaboration solutions for CMMC certification… Ledgible, an enterprise digital asset platform, announced a strategic partnership with Ownera, a specialist in the application layer for institutional tokenization. Through this partnership, Ledgible's institutional reporting and compliance capabilities are now accessible on the Ownera SuperApps Platform. … Practice management solutions provider FreshBooks announced a strategic partnership with Kick, a bookkeeping platform backed by OpenAI, Google Ventures and General Catalyst designed for business owners and their accountants. Through this partnership, U.S.-based business owners using FreshBooks can now access Kick's automated bookkeeping capabilities. … Paychex announced a new partnership with PayPal to expand Paychex Flex Perks, its digital marketplace of employee benefits, with an additional direct deposit option for employees who may not use a traditional bank account. PayPal Direct Deposit is now available within Paychex Flex Perks, Paychex's curated employee benefits marketplace. Employees can receive their pay through PayPal Direct Deposit, including up to two-day early access to pay.

Other news

BillingPlatform announced Chris Bishop is the company's new CEO. Bishop succeeds Dennis Wall, who will remain a member of the board of directors. He most recently served as Conga's chief customer officer, where he led the company's global operations supporting more than 10,000 enterprise customers and six million users of its CPQ contract management and document automation software. During his time at Conga, Bishop also oversaw the company's revenue operations and marketing, and drove gains in revenue growth, customer time-to-value and operational efficiency. Earlier in his career, Bishop held executive and senior management roles at Plex Systems, PeopleSoft and Oracle.