Financial Planning Manager

Wolters Kluwer integrates conversational AI into Genya for professional services and smes. Wolters Kluwer Tax & Accounting announced multiple new AI functionalities in Genya, its cloud suite for Italian tax and accounting professionals, such as a new chat experience and automated bank statement reconciliation. Powered by Expert AI, the conversational interface allows professionals to query data, information and knowledge in natural language, and to receive clarifications, insights and contextual support directly within their workflow. Genya Bank Statement Reconciliation, also powered by Expert AI, allows the platform to automatically interpret bank transactions and related information, including customers, suppliers, amounts, invoices and due dates, and suggests potential matches. "Artificial intelligence becomes truly useful when it fades into the background as technology and integrates naturally into the way professionals work," said Sergio Liscia, Vice President & General Manager, Wolters Kluwer Tax & Accounting Europe Region South. "With Genya Expert AI, we are making it easier to access the firm's information, while keeping the professional firmly at the center of the decision-making process and reducing the operational steps involved in their daily activities." The launch of these new AI functionalities demonstrates what embedded AI looks like in practice: not a separate tool for individual tasks, but a capability built into day-to-day processes, freeing professionals to focus on higher-value advisory work. Part of a global Expert AI strategy These new capabilities expand the work already started with Genya Dichiarativi Expert AI, launched in March 2026, which allows professionals to query ministerial guidance in natural language while completing tax declarations, drawing exclusively on authoritative official sources rather than requiring them to search lengthy external documents. In its first 60 days, Genya Dichiarativi Expert AI was used by around 2,500 professional firms, generating almost 50,000 questions. Wolters Kluwer's Expert AI strategy is shaped by more than a decade of AI investment and innovation. It combines generative, agentic and domain-specific capabilities with deep expertise and close collaboration with customers and technology partners, helping professionals work faster and make smarter decisions based on trusted, verified content. Responsibility and final judgement always remain with the professional, consistent with Wolters Kluwer's responsible AI principles.

Suki has launched Ask, a clinical decision support tool integrating Wolters Kluwer's UpToDate Expert AI API directly into clinical workflows. The feature is now available across Epic, Oracle Health, athenahealth, and MEDITECH platforms. Ask allows clinicians to use natural language or typed questions to access patient-specific information such as medications, allergies, vitals, and lab results without manually searching electronic health records. It also provides evidence-based clinical reasoning grounded in UpToDate's content, developed by over 7,600 physician authors and reviewers. Early evaluations showed clinician evaluators preferred patient-context-aware responses from UpToDate Expert AI 83% of the time compared with responses lacking patient context. The launch extends Suki's Ambient Clinical Intelligence platform beyond documentation to support clinical reasoning and operational tasks. Suki is backed by Venrock, First Round, Flare Capital Partners, March Capital, and Hedosophia.

Wolters Kluwer brings AI-powered drafting directly into the Libra legal workspace. In addition to Libra's existing Word Add-in, Drafting in Libra gives customers the flexibility to choose the drafting environment that best suits their workflow, while automatically applying their firm's existing templates ALPHEN AAN DEN RIJN, Netherlands-(BUSINESS WIRE)-Wolters Kluwer Legal & Regulatory today announced the launch of Drafting, a major new capability within Libra by Wolters Kluwer, the company's legal AI workspace. Drafting enables legal professionals to create, edit, review, and collaborate on Word documents directly within the workspace, reducing the need to switch between separate applications throughout the drafting process. Together with Libra's existing Word Add-in, which is already widely used by legal professionals today, the new capability provides customers with a second, fully integrated way to draft their documents. Depending on their preferences and workflow, they can either remain within the Microsoft Word environment or work end-to-end in the Libra legal AI workspace. At the core of Drafting is the Libra Editor, a Word-style editing environment that enables users to work directly on legal documents while leveraging Libra's AI capabilities. Lawyers can draft new documents, revise existing content, collaborate with colleagues, manage tracked changes, leave comments, and conduct legal research without leaving the workspace. "We built Libra around a simple idea: meet lawyers where they are and support the way they already work," said Viktor von Essen, Co-Founder and CEO of Libra by Wolters Kluwer. "Our Word Add-in has already become an important part of many customers' daily workflows. With Drafting, we are extending that experience and bringing research, review and drafting together in a single integrated workspace. This enables legal professionals to automate more of the end-to-end process while staying firmly in control of the final outcome." A key differentiator of the new capability is its ability to work directly with Word documents and existing law firm templates. Firms can upload their Word templates, and Libra automatically recognizes, stores and applies their formatting to new documents, ensuring every draft aligns with the firm's house style without requiring manual reformatting. Working directly within a document, users can ask Libra to revise a specific clause, improve language, populate templates, or suggest alternative wording while keeping all changes visible and reviewable. Changes can be applied immediately or presented as suggestions that can be accepted or rejected, similar to Track Changes in Microsoft Word. In addition, the new feature integrates Libra's trusted legal research capabilities directly into the drafting workflow. Lawyers can research legal questions, access supporting sources, and apply findings to individual sections of a document without switching between tools or applications. The launch of Drafting represents a significant step in the continued evolution of Libra by Wolters Kluwer as an integrated and connected legal AI workspace. By bringing research, review and drafting together in a single workspace, Libra helps legal professionals move more efficiently from first question to final document while maintaining full transparency and oversight throughout the process. Looking ahead, it will be further enhanced with additional drafting capabilities, workflow automation, knowledge-driven document intelligence, and integrations with legal systems and document management environments. About Wolters Kluwer Wolters Kluwer (EURONEXT: WKL) is a global leader in information solutions, software and services for professionals in healthcare; tax and accounting; financial and corporate compliance; legal and regulatory; corporate performance and ESG. Business Wire, Inc. help its customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with technology and services. Wolters Kluwer reported 2025 annual revenues of €6.1 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,100 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands. Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt (ADR) program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY). Contacts. Frederick Assmuth Director Communications & Branding Legal & Regulatory Wolters Kluwer [email protected] More News From Wolters Kluwer WARSAW, Poland-( BUSINESS WIRE )-Wolters Kluwer Legal & Regulatory announced the next phase of the integration between LEX, Poland's leading legal information system, and Libra by Wolters Kluwer, the company's legal AI workspace. Following the earlier integration of LEX trusted legal content into Libra, legal professionals can now also access selected Libra AI capabilities directly within their research workflow in LEX via the Libra LEX Add-in. "Legal professionals do not need another stand... ALPHEN AAN DEN RIJN, Netherlands-( BUSINESS WIRE )-Wolters Kluwer Legal & Regulatory today announced the integration of Libra AI workflows in monKEY, its research platform for tax professionals in Belgium. The add-in of Libra by Wolters Kluwer enables customers to directly access Libra's AI capabilities from the trusted research environment in monKEY, combining generative AI with tax research based on long-trusted expert content. "By integrating Libra into monKEY, Business Wire, Inc. is taking another impo... ALPHEN AAN DEN RIJN, Netherlands-( BUSINESS WIRE )-Wolters Kluwer Legal & Regulatory today announced the integration of Kluwer Law International content into Libra by Wolters Kluwer, its all-in-one legal AI workspace. Customers in 11 European countries can now access content from Kluwer Arbitration, Kluwer Competition Law and Kluwer IP Law directly within Libra, further expanding the platform's portfolio of trusted legal content and expert insight. The addition of Kluwer Law International c... Wolters Kluwer. Release Versions Frederick Assmuth Director Communications & Branding Legal & Regulatory Wolters Kluwer [email protected]