RSM US and Rillet have announced a strategic alliance to help middle-market companies modernize fragmented finance systems and prepare accounting operations for AI-native automation, real-time reporting and agentic workflows.

RSM US LLP and Rillet have formed a strategic alliance focused on helping middle-market companies modernize finance infrastructure for the growing adoption of artificial intelligence in accounting and financial operations.

The partnership combines Rillet’s Agentic ERP with RSM’s finance transformation, consulting and implementation expertise. The companies say the objective is to help organizations replace fragmented finance environments and manual workarounds with more connected systems capable of supporting AI-driven accounting workflows.

The announcement comes as finance departments face pressure to improve visibility while managing increasingly complex systems, compliance requirements and data environments. For many organizations, accounting processes still depend on spreadsheets, manual reconciliations and data transfers between disconnected applications.

The partnership targets that infrastructure layer rather than treating AI as a standalone productivity tool. Rillet’s platform is built around a continuously updated general ledger, embedded AI agents, multi-entity accounting, revenue recognition and real-time reporting.

Rillet describes its approach as an AI-native ERP, where AI agents operate within the financial system rather than simply sitting on top of a conventional ERP as a conversational interface. The company’s current architecture combines a real-time general ledger with embedded agents, accounting context, workflow controls and human approval mechanisms.

That distinction matters because accounting automation depends heavily on the quality and timeliness of the underlying financial data. An AI system working from a stale ledger can automate a process without necessarily improving the quality of the resulting information. Rillet’s architecture is designed around continuously updated financial data so agents can work from the same ledger used by finance teams.

The platform’s AI layer, called Aura, includes natural-language interaction with the general ledger as well as specialized agents for accounting workflows. Rillet says these agents can assist with activities such as reconciliations, accruals, anomaly detection and other recurring finance processes, with actions subject to review and approval.

For RSM, the alliance adds an AI-native ERP platform to its broader finance-transformation capabilities. The consulting firm says its role includes helping finance leaders assess operating models, modernization strategies, AI readiness, governance and organizational change.

Daniel Beil, partner and cloud native capability leader at RSM, said the collaboration is intended to connect technology decisions with the data foundation, governance and adoption strategies needed to modernize finance operations responsibly.

The emphasis on governance is particularly relevant as accounting software shifts from automation based primarily on fixed rules toward systems in which AI agents can interpret information and propose or execute work.

Rillet’s product architecture uses a propose-and-approve model for agentic activity, according to the company. Its documentation says agents can perform financial work while people retain approval authority and actions remain reviewable through an audit trail.

This creates a different operating model from conventional accounting automation. Instead of simply moving data between systems or executing predefined scripts, an agentic ERP can interpret financial context, identify exceptions and coordinate multiple steps in a workflow.

The potential benefit is particularly relevant during the monthly close. Finance teams often spend significant time reconciling accounts, preparing journal entries, investigating discrepancies and compiling reports before management receives a current view of business performance.

Rillet’s proposition is to distribute that work throughout the accounting period. The company calls this a continuous close, where the ledger remains current instead of accumulating work for a concentrated month-end process.

For middle-market organizations, modernization can also involve more than replacing an accounting system. Finance operations frequently depend on CRM, payment, expense, payroll and other business applications. Rillet says its ERP connects with systems including Salesforce, Stripe, Ramp, Brex and Rippling, positioning the general ledger as a central source of financial information.

The partnership therefore reflects a broader trend in enterprise software: AI is increasingly being incorporated into systems of record rather than deployed exclusively through separate assistants.

Rillet is also expanding rapidly. The company announced a $100 million Series C at a $1 billion valuation in August 2026, saying it had more than 600 customers at the time. Those figures are company-reported and include public companies and enterprises, according to Rillet.

Rillet CEO and co-founder Nicolas Kopp said the alliance combines Rillet’s finance infrastructure with RSM’s finance transformation and implementation expertise to help organizations gain real-time visibility and develop what the companies describe as an agentic finance function.

The larger market opportunity is tied to a fundamental change in how enterprise finance software is designed. Traditional ERP systems primarily record transactions and generate reports, while newer AI-native systems are being designed so software agents can participate directly in accounting workflows.

That shift does not eliminate the need for human oversight. Instead, it raises the importance of controls, permissions, audit trails and clearly defined boundaries around what AI systems can do automatically.

For RSM and Rillet, the alliance brings those technology and transformation capabilities together for the middle market. Its success will ultimately depend on whether organizations can translate AI-enabled accounting automation into measurable improvements in close cycles, data quality, finance-team productivity and governance without introducing new operational risks.

Market Landscape

Enterprise finance software is moving from traditional workflow automation toward AI-native and agentic ERP architectures. The emerging model combines real-time financial data with AI agents that can investigate transactions, prepare accounting work and automate recurring processes while maintaining human approval and auditability.

The competitive landscape includes established ERP vendors adding AI capabilities, cloud accounting platforms and newer AI-native ERP companies. A major differentiator is increasingly the underlying data architecture: agents require current, structured and governed financial information to perform accounting tasks reliably.

For middle-market businesses, implementation expertise is also important because ERP modernization involves operating models, controls, integrations and organizational change in addition to software deployment.

Top Insights

• RSM and Rillet are combining consulting expertise with an agentic ERP to target finance modernization among middle-market organizations.
• Rillet’s platform uses a continuously updated general ledger as the foundation for embedded AI agents and real-time financial reporting.
• The alliance emphasizes AI readiness, governance and organizational change alongside accounting automation and technology modernization.
• Human approval and auditability remain important controls as AI agents move from answering questions toward performing accounting work.
• The partnership reflects a broader shift from AI assistants layered onto ERP systems toward AI-native finance infrastructure.

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