RSM US – a leading provider of assurance, tax and consulting services for the middle market – announced a $1 billion investment over the next three years as part of a significant expansion of its AI strategy, advancing innovation and delivering transformative value for both clients and professionals.
This investment integrates agentic AI platforms, intelligent systems that autonomously perform complex tasks alongside humans, etc., across RSM’s operations and services. And this will also further enhance efficiency and enable RSM professionals to deliver faster, more innovative, higher quality, and more strategic solutions – advancing client outcomes while driving the firm’s commitment to innovation and a digitally enabled workforce.
This announcement also highlights a series of strategic investments RSM is making over the next three years to help the middle market build the necessary frameworks, operating models, and technological infrastructure to harness AI opportunities.
Key initiatives: Some key initiatives include:
1.) Developing and investing in industry-specific AI tools and talent, and pursuing strategic ventures to build scalable AI frameworks and infrastructure.
2.) Fully integrating agentic AI into RSM’s assurance, tax, and consulting services to optimize performance, unlock efficiencies, improve quality, and accelerate growth for clients.
3.) Enabling RSM talent with agentic AI tools to heighten productivity and professional growth while enabling faster, higher-quality, and more innovative solutions that deliver deeper insights and personalized support to clients.
4.) Expanding agentic AI-driven solutions throughout the client lifecycle to elevate the overall client experience.
Some examples of RSM’s established AI capabilities include:
— myRSM Tax – Utilizes AI-based tools like K-1 extraction and straight-through processing to automate tax workflows, improve accuracy, and provide real-time results.
— RSM Luca – A digital audit ecosystem leveraging AI to transform the assurance process by automating routine tasks, analyzing complex data sets, and assisting in identifying key risk areas to enhance audit quality and delivery.
— RSM Atlas, Automated Compliance System – An AI-based compliance platform leveraging machine learning and generative AI to automate regulatory mapping, monitor changes in real time, and recommend control updates—cutting manual workloads from two weeks to a single day while reinforcing the firm’s commitment to ethical, scalable compliance.
— DASH – An AI-enabled platform, powered by ServiceNow, within RSM’s Catamaran managed services that uses AI to quickly analyze and summarize client requests, issues, and opportunities—helping teams improve first-touch response and more efficiently support client needs from intake to outcome.
Some of RSM’s AI initiatives are already delivering measurable improvements in operational efficiency and decision-making for middle market clients, including:
— Collaborated with the City of Kelowna to develop a comprehensive AI strategy that identified over 100 automation opportunities and launched a generative AI-powered building permit assistant, significantly improving service delivery and positioning the city as a national leader in public sector AI innovation.
— Worked with a medium-sized municipality in Southwestern Ontario to develop an AI agent for building codes and bylaws that helps make city services more accessible and responsible. The technology enables city staff in the Building division to obtain accurate information more quickly, reduce wait times, and improve compliance.
— Engaging with Tyler Technologies to implement self-serve analytics and anomaly detection that will significantly enhance their ability to turn data into actionable insights. By empowering their teams with real-time visibility and automated anomaly detection, they’re identifying issues faster, improving service delivery, and driving smarter decisions across the organization.
RSM’s AI Center of Excellence is a cornerstone of the firm’s enterprise AI strategy. It defines the AI roadmap and drives responsible innovation through solution development, governance, and firm-wide enablement, catalyzing AI adoption across teams and service delivery.
Global scale: The $1 billion investment comes as RSM prepares to complete a transatlantic merger, creating a partner-owned, multinational organization spanning the U.S., UK, Canada, Ireland, India, and El Salvador, with 23,000 professionals and $5 billion in combined annual revenue. And together the investment and upcoming merger reinforce RSM’s digital leadership, paving the way for a compelling, global future and establishing the firm as a leader in AI innovation, transforming how it helps the middle market solve complex challenges and seize emerging opportunities.
KEY QUOTES:
“AI continues to be a strategic imperative for RSM, and our significant investment enables us to move decisively from exploration to execution, driving real outcomes for our people and our clients through responsible, business-led solutions. We’re not simply adopting new technologies—we’re transforming how we deliver value, combining deeper insights, greater agility and an unwavering focus on quality and impact.”
Brian Becker, managing partner & CEO with RSM US LLP
“RSM is leading the charge in digital transformation, and agentic AI is central to our strategy. Our $1 billion investment is fueling groundbreaking innovation to empower our talent and clients to achieve unprecedented performance. This commitment to our digital first strategy reflects a sustained journey that will continue to evolve well beyond this initial investment as we drive market-leading solutions and redefine how the middle market navigates the future.”
Sergio de la Fe, enterprise digital leader and partner with RSM US LLP
