Summer Intern

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.

PwC joins PCAF Global Accredited Partner Program. * PwC will support financial institutions using the PCAF Standard to measure and disclose emissions linked to lending and investment activities. * The partnership covers emissions baselining, data governance, automation, target-setting, disclosure readiness and independent assurance. * Demand is rising as IFRS S2 and Europe's CSRD push climate data deeper into financial reporting, governance and risk management. The Partnership for Carbon Accounting Financials (PCAF) has named PwC as its newest Global Accredited Partner. The agreement expands support for financial institutions facing tougher expectations around financed emissions accounting. PwC will work with banks, asset managers and other financial institutions using the PCAF Standard. Its role will focus on measuring and disclosing greenhouse gas emissions associated with financial activities. The partnership comes as institutions move beyond initial emissions calculations. Many now need stronger governance, automated processes and more reliable data controls. Climate disclosures must also be capable of withstanding greater investor and assurance scrutiny. Financed emissions move deeper into reporting systems. For many financial institutions, financed emissions account for a significant share of their overall climate footprint. These emissions sit within lending and investment portfolios rather than direct operations. That makes portfolio-level data increasingly important. Institutions need credible information for external disclosure, but also for risk assessment, target-setting and capital allocation. Reporting requirements are adding pressure. The International Sustainability Standards Board's IFRS S2 standard has raised expectations for climate-related financial disclosures. In Europe, the Corporate Sustainability Reporting Directive (CSRD) has also expanded sustainability reporting obligations for companies within its scope. Financial institutions therefore face growing demands to improve the consistency of emissions accounting. They must also connect climate information with wider governance and risk processes. PwC said its PCAF-related services will cover emissions baselining and calculation engine development. It will also support automation, data governance and AI-enabled data management. Other areas include target-setting, disclosure readiness and independent assurance. "PwC's role as a PCAF Global Accredited Partner reinforces our commitment to helping financial institutions measure and manage emissions associated with financial activities in a credible, consistent, and decision-useful manner," said Lynne Baber, Global Sustainability Leader at PwC. Baber said the firm will help clients establish reliable data inputs and turn analysis into actionable insights. Those insights can inform portfolio management, climate strategy and operating model decisions. Governance and assurance take a larger role. The partnership reflects the changing demands placed on carbon accounting systems. Financial institutions increasingly need repeatable calculations backed by clear methodologies and internal controls. For boards and executive teams, this changes the role of emissions information. Climate data is becoming more closely connected with portfolio management, financial reporting and strategic decision-making. "Financial institutions are increasingly looking to strengthen the quality, consistency, and transparency of emissions accounting across their portfolios," said Bart van Lunteren, Accredited Partner Lead at PCAF. He said PwC's experience in measurement, data governance, reporting and assurance can help institutions implement the PCAF Standard and improve their disclosure practices. PCAF's Accredited Partner Program is designed for third-party companies that support institutions committed to using its accounting methodology. Participants include consultancies, data providers and software firms. The program aims to improve the consistency, comparability and quality of disclosures covering emissions associated with financial activities. What financial leaders should take away. For financial institutions, the challenge is moving beyond the calculation of financed emissions. Executives must determine whether those calculations are governed well enough for regulatory reporting, investor scrutiny and assurance. That puts greater weight on data quality, methodological consistency and internal accountability. It also increases the need to integrate carbon accounting with existing risk and financial reporting infrastructure. For investors and regulators, stronger financed emissions data could improve comparisons across portfolios and institutions. Corporate counterparties may also face greater scrutiny as financial firms improve their portfolio-level climate data. PwC's addition to PCAF's partner network comes as financed emissions accounting becomes more embedded in core financial systems. Institutions with credible governance and assurance-ready data will be better equipped for increasingly demanding climate disclosure regimes. Subscribe & Follow for daily ESG insights. Join the Conversation: Follow ESG News on LinkedIn to engage with its global community of 50K+ sustainability leaders and C-suite executives.