Suralink expands Agent Library, includes client document pre-screener. , an accounting-centered client collaboration platform, announced an expansion of its Agent Library. This includes what Suralink says is the very first Client Document Prescreen Agent that proactively notifies clients when they have incorrect or missing documents and works with them in real-time to resolve these issues. Suralink has also released a Multi-Level Vouching Agent that is made to handle highly complex vouching procedures, as well as a Version Compare Agent, which speeds up document review by identifying each change between drafts. Suralink also announced enhancements to its Client Data Vault platform. Launched earlier this year, the client-facing platform allows clients to independently control and utilize their prior-period engagement data. In addition to archived engagements, it now also captures inactivated or deleted engagements, so the Client Data Vault reflects a client's full engagement history rather than just a portion of it. TransFi launches Jarvis for cross-border payment compliance. Stablecoin-based cross-border infrastructure provider has introduced Jarvis, a proprietary AI-powered compliance intelligence platform that consolidates customer and transaction data from across its internal systems and third-party providers into a single, risk-based view. It combines Know Your Customer and sanctions screening, internet profiling, risk labelling, behavioral and biometric signals, and fiat and blockchain transaction monitoring into a single dashboard, giving compliance teams one view of every customer across a multi-entity, multi-regulator business. From that unified view, Jarvis creates a risk profile against each customer, merchant, sender and recipient in the system. It takes into account the result of all the internal controls at TransFi. Jarvis runs the analysis based on heuristics and AI-powered research, recommending actions on high-confidence matches and escalating complex or ambiguous cases for human review. For the cases that reach analysts, Jarvis prepares investigation summaries with key observations, supporting evidence, and recommended next steps, helping teams work faster with full context. Final decisions on KYC, Know Your Business, transaction monitoring and screening are always with the compliance team with the oversight of the money laundering reporting officer. The platform sharpens over time as it learns from historical decisions, fraud patterns, regulatory updates and analyst feedback. TransFi has positioned Jarvis as the central intelligence layer of its compliance function. As the platform develops, it is expected to extend into real-time behavior monitoring, predictive fraud detection and explainable, AI-driven recommendations, supporting the company's growth across regulated markets. PwC Canada joins with Alation to develop AI solutions. Big Four firm 's Canadian unit has partnered with AI solutions provider to combine PwC Canada's regulatory and implementation expertise with to deliver AI-powered, pre-built solutions for highly regulated industries. Together, Alation and PwC Canada will develop and deliver joint accelerators, including pre-built, self-improving, industry-specific solutions that compress the path from regulatory requirements to audit-ready evidence. The first solution under the partnership is the E-21 Compliance Accelerator, built for Canadian chartered banks facing OSFI Guideline E-21 data risk management requirements. AI agents running the accelerator automate Critical Data Element classification, data lineage tracing and audit evidence generation. Fieldguide rebrands to emphasize agentic collaboration. Audit and risk advisory solutions provider announced a refreshed brand identity anchored by a new logo and visual language. The changes reflect Fieldguide's evolution into an agentic AI platform used throughout the industry. This refresh is presented as more than a visual update, Fieldguide said it underscores the company's role in building a future where practitioners and AI agents work side by side across the full arc of an engagement, not just a single task. With this refresh, Fieldguide is also introducing a new brand expression, "Expertise, amplified," which conveys how Fieldguide's agentic platform augments practitioners' deep expertise. To this end, Fieldguide's two latest launches ( ) center on shifting manual tasks to Fieldguide's agents, so practitioners can stay focused on where they provide the most value. Crunchafi and Thomson Reuters host webinar on automating lease procedures in audit workflows. andia-faith/andiafaith - stock.adobe.com Lease accounting solutions provider announced a joint webinar on how CPA firms can use automation to simplify complex lease procedures and reduce manual work during the audit. The live session, "Automate Lease Procedures Inside Thomson Reuters Guided Assurance," will take place on August 18, 2026, at 1 p.m. CDT. Jess Vento, senior director of solutions engineering, education and support at Crunchafi, and Stuart Cobbe, head of product for audit at Thomson Reuters, will explore how automation can reduce that manual work and create a more efficient, connected audit process. Using Crunchafi and Thomson Reuters Guided Assurance as a practical example, they'll show how lease procedures can be automated from source contract to audit-ready workpaper, with a short technical segment demonstrating how outputs return to the engagement manager for review and sign-off. Attendees can continue the conversation with Crunchafi at , Thomson Reuters' annual user conference this November, where the team will demonstrate the lease automation workflow and discuss firm-specific use cases. TaxPlanIQ ranks 644 in Inc. 5000 list. larioslake - Fotolia Tax planning solutions provider has been ranked No. 644 on the 2026 Inc. 5000 list, the annual list of the fastest-growing private companies in America. TaxPlanIQ also ranked No. 50 in the Financial Services category. The list recognizes successful independent and entrepreneurial businesses hat have achieved remarkable growth while driving innovation, creating jobs and shaping the future of the economy. TaxPlanIQ posted 562% three-year revenue growth to earn its place among this year's honorees, joining an alumni network of past honorees that includes Microsoft, Meta, Chobani, Oracle, and Patagonia. Inc. will celebrate the honorees at the 2026 Inc. 5000 Conference & Gala, taking place Oct. 14-16 in Dallas, and the top 500 will be listed in the fall issue of Inc. Magazine.

Alation launches AIOS: all-new Intelligence Operating System for enterprise AI. Designed to prevent AI from confident but quiet fails, AIOS puts data, context, and agents all in one governed, self-improving system. Alation Inc., a creator of an intelligence operating system, announced the introduction of Alation Intelligence Operating System (AIOS). AIOS is an operating system designed to help enterprises govern AI as they build and deploy it across their most critical business operations. The gap between AI initiatives and success is wide because so much enterprise data requires dynamic context to be useful. The challenges come in three ways: * Bad data reaches an agent, and it acts on stale or incorrect information with full confidence * An agent misreads context, applying the wrong definition or missing business logic that has changed since it was built * An agent itself drifts as instructions, tools, or training fall out of step with the environment it operates in When software breaks, it produces an error. When an agent breaks in one of these ways, it produces a confident, incorrect answer, where most organizations have no system of record to catch it before that answer drives a decision. AIOS addresses all three failure points by combining data, context, and agents into a unified operating system that is open, governed, and self-improving. "Enterprises need a system to ensure the AI they\'re already running can be trusted. No single eval or guardrail is enough to keep AI right," said Satyen Sangani, CEO and co-founder, Alation. "AIOS coordinates the data, context, and agents inside an enterprise's existing environment, so every decision an agent makes holds up. That's the operating system enterprises are missing today, and it's why we rebuilt Alation around it." Unlike AI platforms built around proprietary ecosystems, AIOS is an open, governed architecture that continuously self-improves across an organization's existing data and AI environment. By integrating agents, context, data, and governance together in one system, it simplifies AI governance and improves outcomes. Alation leverages its heritage in data quality, catalogs, and lineage, so organizations don't have a cold start preparing data to be AI-ready. Most enterprises cannot afford to get anything wrong in regulatory compliance, data fidelity, or operational outcomes, which is why Alation unified organizational data intelligence into a single system. "Enterprises have spent the last two years bolting AI onto data infrastructure that wasn't built for it - point solutions that don't talk to each other, with no way to explain why an agent did what it did," said Stewart Bond, VP, IDC. "What's missing isn't another AI platform; it's an operating system that keeps data, context, and agents in sync as the environment changes. Alation's move to unify these into an intelligence operating system is a signal of where this market is headed: away from fragmented tooling, toward a governed foundation enterprises can trust their agents to run on." "Confident and wrong is the most dangerous failure mode in enterprise AI, and it's the default one, because most governance today is applied after the agent has already acted," Sanjeev Mohan, founder, SanjMo. "What's needed is a system that enforces data quality and business context at runtime while the agent is deciding, not after it has decided." < The AIOS platform provides organizations with the ability to: * Build trusted agents grounded in governed enterprise knowledge, powered by Agent Studio (Agentic Automation) * Improve regulatory compliance through governed data and AI workflows, with proof ready on demand (Agentic Compliance) * Control context, lineage, and access so every AI-driven decision holds up under scrutiny (Agentic Data Governance) * Ask data questions in plain language and get answers grounded in trusted data (Conversational Analytics) * Govern AI by use case, with evidence already assembled (AI Governance) As AI becomes embedded across every business function, organizations require more than data management. They need an intelligent foundation that continuously connects agents, contexts, data, and governance to produce reliable business outcomes. Read also: Baker brings more than two decades of leadership experience, combining revenue and customer-facing functions under a unified operating model New solution strengthens enterprise AI insights with a single system of record for every AI model, agent, and tool - with live, board-ready compliance posture on demand