Tech news: RSM opens PartnerSight platform to direct licensing

January 30, 2026 11:47 AM

RSM opens PartnerSight platform to direct licensing; Melio unveils "Agent Mel" AI; Rillet announces continuous close, Brex integration, auto-booking for journal entries; and other accounting tech news and updates.

RSM opens PartnerSight platform to direct licensing

Photo courtesy of RSM US LLP

Top 10 firm RSM announced expanded direct licensing of its PartnerSight platform, which has historically been available only through RSM-led engagements. Under the expanded licensing model, organizations can now operate PartnerSight internally while selectively leveraging RSM for onboarding, configuration and periodic technical reviews. PartnerSight centralizes partnership tax data, automates allocation workflows and creates the governed data layer needed for AI-driven tax operations — capabilities now available to organizations through this direct licensing. The platform currently supports several compliance tasks, including generation of Schedules K-1 and K-3, management of investor and entity profiles and real-time visibility into allocation methodologies. PartnerSight was built as a cloud-native, multitenant system, enabling deployment within client environments and integration with existing digital ecosystems, fund-administration platforms and cloud data stores.

Melio unveils "Agent Mel" AI

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AP/AR platform Melio released its AI assistant, "Agent Mel," which assists with payment, product and vendor questions. Users can ask questions in plain language such as: "What's the status of this bill?" or "How do I set up a vendor?" and get answers. The assistant also helps with cash flow management, highlights overdue payments, and displays payment patterns and vendor history. Fully embedded in Melio's workflow, Agent Mel offers a chat-based interface to get visibility into operations. While Melio was recently bought by Xero, a spokesperson for Melio said Agent Mel will remain exclusive to Melio's platform for now.

Rillet announces continuous close, Brex integration, auto-booking for journal entries

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Accounting ERP company Rillet announced several new capacities. First is a feature, currently in beta, that automatically generates a monthly, ready-to-review list of accruals. Each suggestion is explained with a rationale and sources by Aura AI. The team retains full control with detailed AI settings, approval/posting workflows, overrides and calculation methods. Rillet also has an enhanced integration with payment company Brex which offers real-time, webhook-based automation that supports complex multicurrency and VAT handling. The integration utilizes Brex's full accounting data model, allowing for subsidiary-specific mapping and bidirectional links between systems. Rillet remains the GL "source of truth" while exposing custom fields in Brex. When recording accruals or expenses, a user can tell Aura AI "book a journal entry for me" to transform chat insights into ledger actions.

Acumatica previews new features and enhancements for next release

Cloud ERP company Acumatica previewed several enhancements planned for the 2026 R1 release. They include new tools for the AI Studio and AI Assistant, a revamped user interface, improved out-of-the-box reporting along with proactive AI-powered anomaly detection, new universal login and in-product messaging capabilities, plus new AI agents and AI-assisted workflows. The company also announced new industry-specific capabilities. For manufacturing, distribution and retail, new capabilities include an AI Cross-Sell Assistant, Amazon Sales Profitability dashboards, Order Orchestration Assistant, and Shop Floor Kiosk. For construction and professional services, there is a continued expansion of full-lifecycle solutions—from estimating and project execution to field service and closeout—along with enhancements to project financials, payroll reporting, document management, and AI-powered anomaly detection; and for converging business models, there are enhancements that support hybrid organizations operating across manufacturing, distribution, retail, and services on a single, unified platform. Accounting Today will have more details as they become available.

M3ter announces m3sh Workflows to automate usage-based pricing

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Data infrastructure company M3ter launched m3sh Workflows to enable automated usage-based pricing. It features low- and no-code workflow automation so teams can build and manage multi-step automated workflows to transform data, apply business logic and route information between CRM and ERP systems. It addresses challenges such as syncing customer data between CRM and ERP to ensure overall data correctness; triggering enriched alerts whenever aggregated or rated usage hits user-defined thresholds; or automatically updating contract and pricing plans from triggers in external systems, such as in-house developed customer platforms. The product is available to customers upon request. Read access is bundled as part of m3ter's core package. Write access is subject to an incremental fee.

Butter Payments releases Payment Score and Outreach solutions

Payment recovery platform Butter Payments of two new solutions: Payments Score and Outreach. Payments Score uses Butter's dataset to predict which customers will pay for their subscription before the start of payment recovery efforts. With this product, merchants can assess a subscriber's value and determine the optimal recovery strategy. Outreach uses Butter's patented machine learning to determine the best outreach strategy for failed payments, such as email, SMS, silent recovery, or a call. Combined, they form a complete holistic payment recovery solution powered by agentic AI.

Canon releases printer/scanner software plugins for accountants

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Canon announced two new paid scanner software plug-in offerings designed to help streamline document management for accounting and legal professionals. The CaptureOnTouch Scan to QuickBooks Online Plugin Pro for Windows allows users to scan receipts and invoices directly into QuickBooks Online. Similarly, the CaptureOnTouch Scan to Legal Case Plugin for Windows enables users to scan documents directly into Clio, a cloud-based legal practice management platform, quickly digitizing contracts, deeds, wills, and other case materials. The plugin also helps improve document management by automatically extracting key information and uploading searchable, digitized files to the user's Clio account. Both plugin offerings are compatible with the imageFormula P-208II Personal Document Scanner, imageFormula P-215II Mobile Document Scanner, imageFormula DR-C225 II Office Document Scanner, imageFormula RS40 Photo and Document Scanner, imageFormula R40 Office Document Scanner, and imageFormula R50 Office Document Scanner.

Partnerships, integrations and M&A

Net at Work, a technology advisor and software solutions provider, announced the acquisition of BHE Consulting. The acquisition further boosts Net at Work's Sage and Acumatica ERP solutions with expertise and advances the company's capabilities across core verticals, including construction, manufacturing and wholesale distribution. … AP and automation solutions provider AvidXchange has been selected by cloud ERP company Acumatica as a strategic partner to power payment automation for its customers. Through the new partnership, AvidXchange will help streamline the full payment workflow within Acumatica by combining its cloud ERP solution with AvidXchange's network of more than 1.3 million suppliers. … Payments and finance solutions provider Lüt, which specializes in cannabis and other high-risk industries, announced its new partnership with leading financial services provider Safe Harbor. Through the collaboration, Lüt becomes a Safe Harbor Advantage Partner in closed-loop payment, expanding access to compliant digital payments for cannabis and specialty merchants. … AI-driven ledger solutions company Digits announced an API partnership with payment solutions provider Bill. The API integration now provides joint customers with real-time visibility into bills, invoices and payments by securely syncing Bill data directly into the Digits ledger. Meanwhile, Digits Automatically matches imported transactions from Bill against bank data to reduce reconciliation time. … Cloud ERP company Acumatica announced its recent acquisition of CoreChain, a b2b payments processor, during its Acumatica Summit 2026. Acumatica did not disclose the terms of the deal. … Payments platform OnePay has partnered with embedded tax solutions provider April to offer free tax filing. OnePay Cash customers can now file state and federal taxes for free through the app. The company guarantees a maximum refund, which users will receive up to five days early when they direct deposit into OnePay. Users also have the ability to track filing progress and status with in-app updates and notifications. … Veon, a telecom services provider, announced a partnership with audit and risk platform Mindbridge. Through this collaboration, Veon is adopting MindBridge's Central Insights Factory as a single AI-powered platform to identify risks and offer insights. By analyzing 100% of transactions rather than samples, the platform will enable Veon to generate consistent, explainable insights.

Other news

Midship, an AI-native platform automating Sarbanes-Oxley testing and internal audit workflows, announced $4.15 million in seed funding led by Costanoa Ventures, with participation from Seguin Ventures and additional angel investors. The funding will be used to scale its team and accelerate adoption among public companies facing rising audit complexity, talent shortages and mounting compliance costs.