SAN FRANCISCO & CHICAGO — Sept. 21, 2026
Executive Summary
Rillet and RSM US LLP have announced a strategic alliance to help middle-market organizations modernize finance infrastructure for the AI era. The collaboration combines Rillet’s Agentic ERP with RSM’s finance transformation experience to strengthen data and controls, streamline manual processes, improve real-time visibility, accelerate financial close and help finance teams prepare for responsible AI adoption.
Announcement Overview
The strategic alliance brings together Rillet’s Agentic ERP and RSM’s experience in finance transformation, operating models, modernization, AI readiness, governance and organizational change. The companies stated that the collaboration is designed to address fragmented finance systems, siloed data and manual processes while helping organizations establish stronger financial foundations for AI-native operations. Rillet’s platform combines a continuously updated general ledger, embedded AI agents, advanced revenue recognition, multi-entity accounting and real-time reporting. RSM brings implementation and transformation expertise to help finance leaders modernize operations, strengthen controls and build the foundations required for AI adoption.
Key Announcement Details
- Announcement Type: Strategic Alliance
- Announcing Entity: Rillet and RSM US LLP
- Announcement Date: September 21, 2026
- Dateline: SAN FRANCISCO & CHICAGO
- Primary Development: Agentic finance for the middle market
- Product/Platform: Rillet Agentic ERP
- Strategic Focus: Finance transformation for the AI era
- Key Benefit: Faster close and real-time financial visibility
- Technology: AI agents and continuous-close architecture
- Target Market: Middle-market organizations
- Key Objective: Modernize fragmented finance infrastructure
- Core Capabilities: Real-time reporting, multi-entity accounting, revenue recognition
- RSM Expertise: Finance transformation, AI readiness and governance
- Key Outcome: Streamlined accounting workflows and stronger controls
- Rillet CEO: Nicolas Kopp
- RSM Leader: Daniel Beil
- Company: Rillet
- Industry: FinTech / Enterprise Finance
RSM and Rillet Announce Strategic Alliance
Rillet, the Agentic ERP, and RSM US LLP, a provider of consulting, tax and assurance services for the middle market, have announced a strategic alliance focused on helping clients transform financial infrastructures for the AI era.
The companies stated that their collaboration will help organizations:
- Modernize fragmented finance systems
- Strengthen data and controls
- Streamline manual processes
- Improve real-time financial visibility
- Prepare finance teams for AI-native capabilities
- Automate routine accounting workflows
- Accelerate financial close
- Reduce the month-end workload associated with manual processes
The alliance combines Rillet’s finance technology platform with RSM’s experience working with middle-market finance organizations and supporting finance transformation initiatives.
Finance Transformation for the AI Era
The companies stated that finance leaders are managing increasing complexity across systems, processes, talent and compliance.
According to the announcement, several factors can make finance operations more difficult to manage, including:
- Manual workarounds
- Siloed data
- Multiple competing priorities
- Fragmented systems
- Complex finance processes
The alliance is intended to address these areas by bringing together an Agentic ERP platform and professional expertise covering finance operating models, modernization strategies, AI readiness, governance and organizational change.
The companies stated that this combination is intended to support the process efficiencies and organizational transformation required for finance teams to adopt AI responsibly and effectively.
Rillet’s Agentic ERP
Rillet’s platform is designed around an always-current financial data environment that combines ERP capabilities with AI agents.
The platform includes:
- A continuously updated general ledger
- Embedded AI agents
- Advanced revenue recognition
- Multi-entity accounting
- Real-time reporting
- Continuous close architecture
- Controls and auditability
Rillet stated that these capabilities help finance teams move beyond manual workarounds and legacy close cycles and operate from a trusted, continuously updated view of the business.
The platform is designed to allow humans and AI agents to work together in finance, with context, controls and auditability incorporated into the system.
RSM’s Finance Transformation Expertise
RSM brings experience supporting finance leaders with technology and operating-model decisions.
Daniel Beil, partner and cloud native capability leader at RSM, described the role of the alliance in helping finance organizations establish the foundations required for modernization and AI adoption.
“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,”
Beil added:
“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.”
The collaboration therefore combines technology capabilities from Rillet with RSM’s work across operating models, data foundations, governance, adoption strategies and finance transformation.
Leadership Perspective
Nicolas Kopp, CEO and co-founder of Rillet, said the collaboration reflects a shared focus on AI-powered finance operations for middle-market enterprises.
“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,”
Kopp also described the combined capabilities of the two organizations.
“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.”
The comments highlight the alliance’s focus on combining Agentic finance infrastructure with finance transformation and implementation expertise.
Financial Operations and Continuous Close
Rillet stated that its continuous close architecture is designed to help finance teams operate from current financial information rather than relying on extended legacy close cycles.
Its continuously updated general ledger provides an always-current financial foundation, while real-time reporting gives finance teams access to current business information.
The platform also combines advanced revenue recognition and multi-entity accounting, supporting financial operations across organizations with multiple entities and revenue processes.
Embedded AI agents form another component of the platform, connecting AI capabilities directly with finance workflows.
Building a Foundation for Responsible AI
The companies stated that AI adoption requires more than introducing AI capabilities into existing finance processes.
The alliance brings together areas including:
- AI readiness
- Data foundations
- Governance
- Operating-model design
- Organizational change
- Implementation expertise
- AI-native finance infrastructure
RSM’s role includes helping finance leaders evaluate modernization strategies and prepare their organizations for AI adoption, while Rillet provides the Agentic ERP infrastructure.
Together, the companies stated that the alliance is intended to help organizations establish finance operations with greater visibility, stronger controls and a foundation for responsible AI adoption.
Rillet’s Customers
Rillet stated that public companies and fast-growing enterprises including Mercor, Function Health and Temporal run on its platform.
The company describes its ERP as being designed for the modern era, combining a real-time general ledger, continuous close architecture and AI agents in one system.
The platform is intended to enable finance teams and AI agents to operate together with full context, controls and auditability.
About Rillet
Rillet is an Agentic ERP platform designed for modern finance operations. The company combines a real-time general ledger, continuous close architecture and AI agents within one system.
Rillet stated that its platform enables humans and AI agents to run finance together with context, controls and auditability. Its capabilities include:
- Continuously updated financial data
- AI agents
- Continuous close
- Advanced revenue recognition
- Multi-entity accounting
- Real-time reporting
Public companies and fast-growing enterprises including Mercor, Function Health and Temporal use Rillet.
About RSM US LLP
RSM US LLP provides consulting, tax and assurance services for the middle market. RSM stated that it has 100 years of experience serving middle-market companies and works with organizations seeking insights and tailored solutions for a complex and changing business environment.
- Core focus: Middle-market companies
- Services: Consulting, tax and assurance
- Global reach: More than 120 countries
- Focus areas in this alliance: Finance transformation, operating models, modernization, AI readiness, governance and organizational change
RSM stated that its understanding of the middle market supports growth-oriented and internationally active organizations as they navigate change.
Media Contact
For additional information, visit rillet.com.
Source Attribution
Source: Company announcement
