Rillet and RSM Partner to Transform Middle Market Finance with AI-Native Agentic ERP

Rillet and RSM US LLP have formed a strategic alliance to integrate agentic ERP technology into middle-market financial operations. For fintech professionals, this partnership signals a shift toward AI-native accounting, aiming to replace fragmented legacy systems with automated workflows and real-time data controls that eliminate the traditional month-end scramble.

What was announced

The alliance combines Rillet’s "Agentic ERP" platform with RSM’s established consulting and implementation expertise. The primary objective is to help finance leaders transition away from manual workarounds and siloed data structures that currently hinder decision-making. By deploying Rillet’s infrastructure, organizations can access a continuously updated general ledger and embedded AI agents designed to automate routine accounting workflows.

The technical scope of the offering includes advanced revenue recognition, multi-entity accounting, and real-time reporting capabilities. These tools are intended to move finance teams toward a "continuous close" architecture, providing a trusted and always-current view of business health. RSM will support this by evaluating client operating models, modernization strategies, and AI governance, ensuring that the adoption of these automated capabilities is both responsible and effective. The collaboration specifically targets middle-market enterprises that face increasing complexity in compliance and talent management. By integrating Rillet’s AI-native capabilities, the partnership aims to reduce the time spent on manual month-end processes while strengthening internal controls and data visibility across the finance function. This modernization effort is designed to prepare teams for the "AI era" by building a foundation where humans and agents can run finance together with full context and auditability.

"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. 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."

Daniel Beil, partner and cloud native capability leader at RSM US LLP.

The companies involved

RSM US LLP is a leading provider of audit, tax, and consulting services, specifically tailored for the middle market. With a history spanning 100 years, the firm positions itself as a partner for growth-oriented, internationally active organizations. Its operations extend across more than 120 countries, focusing on providing innovative solutions for complex business environments. RSM’s role in the market often involves helping enterprises navigate organizational change and technological modernization, acting as a bridge between legacy operations and emerging digital strategies.

Rillet is an AI-native Enterprise Resource Planning (ERP) provider that describes its platform as an "Agentic ERP." The system is built to allow human accountants and AI agents to operate within the same environment, maintaining full context and auditability. Rillet’s architecture is centered on a real-time general ledger and a continuous close process, which differentiates it from traditional legacy ERP systems that rely on batch processing. The company serves a range of fast-growing enterprises and public companies, including names such as Mercor, Function Health, and Temporal. By focusing on the "agentic" aspect of finance, Rillet aims to provide a foundation where AI can handle routine tasks autonomously within a controlled framework.

What FF News has reported before

FF News has closely tracked the expansion of both firms within the AI-driven finance sector. In August 2026, we reported that Rillet Secures $100M Series C at $1B Valuation to Scale AI-Native Accounting ERP, a milestone that solidified its position in the market. Shortly after, Expensify Unveils Native Integration with AI-Native ERP Rillet for Real-Time Expense Sync demonstrated the platform's growing ecosystem. RSM has also been active in similar partnerships, as seen when Panax and RSM Partner to Deliver AI-Native Treasury Management for Middle-Market Firms was announced. Furthermore, the firm’s focus on audit modernization was highlighted when Andera and RSM Launch First AI-Enabled Control Testing Platform to Modernize Internal Audit was made public.

What this means

This alliance underscores a significant shift in the ERP market, where the "agentic" model is beginning to challenge the dominance of legacy incumbents. For middle-market firms, the pressure to adopt AI is no longer just about efficiency but about maintaining parity with larger enterprises that have deeper pockets for custom automation. By partnering with a major consultancy like RSM, Rillet is moving beyond the "startup" phase and into the mainstream corporate infrastructure. The industry must now consider whether traditional ERP providers can pivot fast enough to offer similar "always-on" ledgers, or if the future of accounting belongs to these AI-native challengers who prioritize real-time visibility over periodic reporting.