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CAS Innovation: Turning Tech into Your Firm’s Force Multiplier

Client Advisory Services (CAS) has emerged as the most tech-forward division in accounting firms. Unlike traditional service lines that are often bottlenecked by headcount, CAS has the unique ability to grow at the rate of technology, not just talent. Kim Blascoe at CPA.com mentions that “implementing a CAS growth strategy without technology is no longer optional: How forward-thinking firms are turning to technology to fuel growth | Blog | CPA.com

By automating the manual, time-consuming, and mundane accounting work CAS leaders are freeing up their top talent to focus on complex, high-margin advisory work. That’s our goal at Infinite Ties– to spotlight vendors focusing on helping make this possible for accounting firms. Here is a recap of vendors we’ve spotlighted to our CAS Community and how they are helping firms create capacity and scale smarter.

1. BILL: Scaling Your CAS Firm with Innovation

BILL walked us through some 2025 releases designed to help CAS firms move faster and lead with insights.

The key takeaways from their session included:

  • Actionable Insights: The new Console Reporting Tab delivers instant KPIs and Dashboards, turning client data into a visual advisory powerhouse.
  • Complex Client Management: New workflows for multi-entity clients make managing grouped structures seamless and centralized.
  • Total Spend Control: The launch of the Procurement Solution and Spend & Expense Agents provides end-to-end oversight from purchase request to payment.
  • Automated Compliance: The W9 Agent, TIN Verification, and 1099 updates have officially turned tax-season headaches into a hands-off process.
  • Optimized Cash Flow: The BILL Cash Account is now helping firms and clients manage liquidity with greater speed and efficiency.
  • Better Data Mobility: Updated import/export functionality makes syncing with your tech stack smoother than ever.

Watch the full session on our YouTube channel: 

Infinite Ties Vendor Spotlight: Bill New Releases for Firms

2. Intuit: The Dawn of the “Agentic” Firm

Intuit focused on items announced at Intuit Connect as they are moving beyond software to a “System of Intelligence.” The message was clear—Intuit is not just where data is recorded; it’s where a team of AI agents helps firms manage their clients data.

Here’s the shift:

A. The New Intuit Platform

Intuit is unifying its ecosystem into a single, high-collaboration workspace.

  • Centralized Collaboration: One place for firms and clients to communicate, share documents, and track workflows.
  • Modern View Reporting: A complete overhaul of how data is visualized, making reports cleaner, more interactive, and easier for clients to digest.
  • Unified AI Infrastructure: The entire platform is now built to support “Agentic AI,” where the software doesn’t just suggest—it acts.

B. Meet Your Digital Workforce: Intuit Agents

Depending on your subscription level, you now have access to a virtual team of specialized AI agents. These aren’t just chatbots; they are task-oriented assistants:

  • Accounting Agent: Automates bookkeeping, categorizes transactions, and flags P&L anomalies.
  • Payment Agent: Analyzes customer behavior to suggest the best invoicing strategies to get paid faster.
  • Finance Agent: Delivers board-ready financial summaries and scenario planning.
  • Customer Agent: Acts as a CRM assistant, sourcing leads from email and drafting personalized responses.
  • Project Management Agent: Auto-populates project details and monitors profitability in real-time.
  • Payroll Agent: Proactively collects employee hours and flags inconsistencies before you hit “run.”

C. Goodbye QBOA, Hello Intuit Accountant Suite

The biggest news of the session: QuickBooks Online Accountant Console (QBOA) is being sunset in 2026. It is being replaced by the Intuit Accountant Suite (IAS).

  • The Transition: Firms can opt-in now to get ahead of the curve.
  • Two Tiers:
    • Core: A free tier containing the essential tools you know from QBOA.
    • Accelerate: A premium, paid tier featuring advanced “Workforce Advisory” tools, expanded AI capabilities, and “Books Close” automation.
  • Practice Command Center: IAS turns your client list into a practice management hub with capacity planning and firm-wide ProAdvisor tracking.

D. Intuit Enterprise Suite (IES) Review

For your mid-market and complex clients, the Intuit Enterprise Suite is the new “AI-native ERP.” It’s designed to eliminate data silos for multi-entity businesses, offering:

  • Consolidated Multi-Entity Hub: A single source of truth with dynamic allocations and intercompany eliminations.
  • Industry-Specific Solutions: Tailored workflows starting with the Construction Edition.
  • Deep BI Power: Enterprise-grade reporting and KPI scorecards that rival standalone BI tools.

Watch the full session on our YouTube channel 

Infinite Ties Vendor Spotlight: Intuit QBO: Intuit Agents, New UI, and Platform Updates

3. Reach Reporting: Making Data Easily Make Sense

The team from Reach Reporting addressed a common CAS frustration: clients don’t read or understand their financial reports. They demonstrated how their platform bridges that gap by moving beyond static PDFs into dynamic, visual storytelling.

Here is the high-level breakdown of their session:

  • Customization Without Complexity: Reach offers a massive library of 130 out-of-the-box templates that firms can use as-is or fully customize.
  • Deep Multi-Dimensional Reporting: Whether you need consolidated reports for multi-entity clients or a deep dive into specific dimensions, Reach handles the complexity of merging data streams effortlessly.
  • Integrated 3-Way Planning: We saw a demo of their 3-way budgeting and forecasting, which links the P&L, Balance Sheet, and Cash Flow into one cohesive model.
  • Beyond Financials: Reach dashboards pull in non-financial data (like headcount or unit sales), giving a true 360-degree view of a business.
  • AI-Driven Insights: Their AI analysis tools do the heavy lifting for you—automatically identifying trends, variances, and red flags so you can spend your time advising, not calculating.
  • User- Specific Dashboards:  Our Co-Founder, Michelle, highlighted how she handles client engagement by creating different dashboards with user rights. 

Watch the full session on our YouTube channel 

Infinite Ties Vendor Spotlight: Reach Reporting Best Practices & AI Tips: Turning Data into Your Client’s Success Story

4. Rippling: Redefining the “Workforce Advisory” Model

Rippling is more than a payroll provider. rather they are a unified powerhouse covering Global HR, Payroll, Talent, Spend, and IT—all within a single, employee-centric platform.

The key takeaways from their session included:

  • The “Employee-Centric” Edge: Unlike traditional systems, Rippling builds everything around the employee profile, ensuring data flows seamlessly across every department.
  • The Rise of Workforce Advisory: This unified data allows CAS firms to move beyond basic processing. By centralizing workforce data, firms can now provide Workforce Advisory—using deep insights to help clients strategize their growth and headcount.
  • Automated Efficiency: By consolidating the tech stack, firms can automate complex workflows, drastically reducing manual tasks for both the CAS team and the client.
  • Software-Powered Strategy: Rippling’s platform provides the dashboards and real-time insights necessary to turn payroll data into high-level advisory conversations.
  • Accountant Partner Program:  A 5-tier program, offering flexible options for firms to either refer or resell the platform based on their specific business model.

Watch the full session on our YouTube channel: 

Infinite Ties Vendor Spotlight: Rippling: Unlock Workforce Advisory for Your Clients | Payroll, HR, IT, and Finance in One Platform

5. Digits: The World’s First AI-Native General Ledger

So far, we’ve spotlighted how established vendors are infusing AI into their tech… Digits however, is the first AI end-to-end platform.

The highlights of their game-changing tech include:

  • The Semantic Model: Instead of rigid rules, Digits builds an AI-native semantic model that learns your clients unique patterns instantly. It understands context (e.g., distinguishing between an “Uber” business trip and an “Uber Eats” meal) with a staggering 97.8% booking accuracy.
  • 24/7 AI Agents: Their agents never sleep. They operate around the clock to categorize, match, and clean transactions, so the books are effectively “closed” every single morning.
  • Seamless Multi-Tier Learning: The model trains in layers:
    1. Company Level: Learn your client’s specific habits.
    2. Firm Level: Applies your firm’s “standard operating procedures” across all clients.
    3. Global Model: Backed by an LLM fallback to ensure even unique edge cases are handled correctly.
  • Automated Month-End: Because transaction flow is constant and highly accurate, the traditional “month-end crunch” is replaced by a continuous, seamless verification process.

The Newly Launched Accountant Partner Program

Digits also shared details on their new partnership program where they offer CAS teams:

  • Exclusive Discounts: Wholesale pricing that allows firms to scale profitably.
  • Digits Academy: A full certification and training program to get your team up to speed on AI-native workflows.
  • The Marketplace: A dedicated space for partners to showcase their expertise to Digits users.
  • The “Firm Signature” Experience: Firms can even brand the AI interface, so clients see your firm’s expertise and name alongside the AI’s insights.

Watch the full session on our YouTube channel:

Infinite Ties Vendor Spotlight: How digits AI is Replacing QuickBooks

The CAS Advantage: Scaling at the Speed of AI

The common thread through all our spotlights is that technology is the great equalizer. In the past, growing a firm meant a grueling cycle of hiring and training. Today, we see that CAS is the most tech-forward division in the firm, growth is no longer tied to only hiring talent.

By leveraging these AI releases, firms are offloading the non-profitable tasks that cause burnout. This creates the “capacity gift”—giving your best people the space to solve the complex problems that clients are actually willing to pay a premium for. Subscribe to the Infinite Ties YouTube channel to stay in the know as new vendor spotlights are added. And, check out the series, FanCAStic to learn more insights on what’s happening with CAS accounting trends this year.