Top five accounting firm RSM US announced Monday a $1 billion investment over the next three years as part of a significant expansion of its artificial intelligence strategy, with plans to integrate agentic AI platforms across the firm’s operations and services.
“This will further enhance efficiency and empower RSM professionals to deliver faster, smarter, higher-quality, and more strategic solutions—advancing client outcomes while driving the firm’s commitment to innovation and a digitally enabled workforce,” the Chicago-based firm, which focuses on providing services to middle-market companies, said in a June 9 media release.
The move comes on the heels of BDO USA—one of RSM US’s biggest rivals vying for middle-market supremacy—announcing its own $1 billion AI investment in late May.
- Related article: BDO Launches $1 Billion AI Strategy
“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,” Brian Becker, managing partner and CEO at RSM US, said in a statement. “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.”
RSM said it’s making a series of strategic investments over the next three years to help its middle-market clients build the necessary frameworks, operating models, and technological infrastructure to harness AI opportunities.
Key initiatives include:
- Developing and investing in industry-specific AI tools and talent, and pursuing strategic ventures to build scalable AI frameworks and infrastructure.
- Fully integrating agentic AI into RSM’s assurance, tax, and consulting services to optimize performance, unlock efficiencies, improve quality, and accelerate growth for clients.
- Providing RSM professionals 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.
- Expanding agentic AI-driven solutions throughout the client lifecycle to elevate the overall client experience.
“RSM is leading the charge in digital transformation, and agentic AI is central to our strategy,” said Sergio de la Fe, enterprise digital leader and partner with RSM US. “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.”
RSM said its agentic AI strategy centers on developing “AI flows”—purpose-built workflows that enable RSM professionals to leverage and optimize AI agents and generative AI capabilities. These AI flows will seamlessly integrate into existing workflows, enhancing quality, efficiency, and value for RSM’s clients and talent while driving measurable improvements in quality, business performance, and effectiveness, the firm said.
This approach builds on RSM’s established AI capabilities, which the firm said has already improved how its professionals access insights and deliver greater value and outcomes for clients. Examples include:
- myRSM Tax: Uses AI-powered 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: An AI-powered 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.
The $1 billion investment comes as RSM prepares to complete a transatlantic merger, creating a partner-owned, multinational organization spanning the U.S., the United Kingdom, Canada, Ireland, India, and El Salvador—with 23,000 professionals and $5 billion in combined annual revenue.
- Related article: RSM US and RSM UK Plan Merger of Transatlantic Units
“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,” RSM US said.
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