Professional services firm RSM US LLP (“RSM”) and AI-native software provider Rillet have announced a strategic alliance to help middle-market organizations modernize financial infrastructure for the artificial intelligence era.
The collaboration unites Rillet’s Agentic ERP technology with RSM’s middle-market consulting, tax, and advisory capabilities. Together, the organizations aim to help corporate finance teams replace fragmented software stacks, strengthen data controls, automate routine accounting tasks, and eliminate traditional period-end close delays.
Overcoming Legacy Operational Friction in Middle-Market Accounting
Corporate finance executives are contending with broadening operational demands. As business continues to grow, the rapid growth of systems, talent limitations and increasing regulatory obligations demand ever more resources and attention. The use of manual spreadsheet workarounds and fragmented software applications constrains operational visibility, hampers time sensitive decision making and inhibits value-added work.
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How the alliance will resolve bottlenecks Rillet’s new ERP architecture and RSM‘s skills in assisting finance organizations with operating model diagnosis, technology roadmaps, data governance, and change management.
Key operational benefits and technical features delivered through the alliance include:
- Always-Current General Ledger: Replaces traditional periodic close cycles with a continuously updated ledger, giving leadership teams real-time visibility into financial health.
- Embedded AI Agents: Automates routine accounting tasks, reconciliation workflows, and multi-entity consolidations to reduce manual data entry.
- Automated Revenue Recognition: Streamlines complex revenue recognition rules and compliance reporting within a unified accounting interface.
- Governed AI Adoption: Combines Rillet’s AI-native tools with RSM’s risk management and governance frameworks, enabling enterprises to deploy AI responsibly.
Executive Insights on Finance Transformation
“RSM helps finance leaders align technology decisions to bring clarity to complex business challenges and build the operating model, data foundation, governance and adoption strategy needed to improve finance functions,” said Daniel Beil, partner and cloud native capability leader at RSM. “Together with Rillet, we’re enabling finance teams to build more intelligent operations with greater visibility, stronger controls and a foundation for responsible AI adoption.”
“RSM understands middle market enterprises, and this collaboration underscores a shared commitment to deliver AI-powered finance operations built for speed, scale and better visibility,” said Nicolas Kopp, CEO and co-founder of Rillet. “By combining Rillet’s Agentic finance infrastructure with RSM’s deep finance transformation and implementation expertise, organizations can accelerate modernization, gain real-time visibility and build an Agentic finance function.”
Driving Responsible AI Integration Across Financial Workflows
The partnership reflects a growing demand among middle-market leadership teams to move from legacy accounting systems toward autonomous financial operations. By pairing Rillet’s Agentic ERP platform with RSM’s enterprise implementation expertise, the alliance equips growing companies to build resilient, data-driven finance organizations designed for scale.

