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Assess and improve your finance and accounting functions with confidence

Choose the best finance automation solution for your business

August 13, 2025
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Data & digital services Digital evolution Digital transformation

RSM US LLP empowers middle market companies to take charge of change through tailored, automation-first solutions that streamline accounting and finance operations. Whether you're looking to automate work processes, enhance visibility, reduce risk or integrate existing systems, our finance automation services are designed to help you move forward with speed and precision.

Smarter finance starts here

RSM combines deep finance knowledge with robust relationships with world-class technology providers to deliver scalable, artificial intelligence-powered solutions across your finance value chain. From lead to cash, source to pay and planning to treasury, we help you unlock efficiency and strategic value.

Hand of RSM supporting your lease accounting challenges

Our accounting and finance automation solutions support:

  • Financial close and reporting
  • Forecasting and budgeting
  • Treasury and risk management
  • Procurement and spend control
  • Compliance and sustainability reporting

Explore our strategic solutions

We collaborate with leading platforms to bring business process automation and intelligence to every corner of your finance function:

Platform                           Capability        

Automate account reconciliation and financial close

Streamline SEC and sustainability reporting workflows

Gain real-time treasury visibility and cash forecasting

Control spend with end-to-end source-to-pay automation

AI-powered automation across the entire order-to-cash lifecycle

Enable agile forecasting and dynamic planning

Strategic advisory and scalable managed services

We don’t just implement technology—we guide your entire finance transformation journey. Our chief financial officer (CFO) advisory services and RSM’s full-range of outsourcing and staff augmentation provide end-to-end support across finance, IT, risk and human resources—so you can focus on strategic growth.

Take a guided product tour

Want to see how these tools work for your team? Join one of our consultants for a 30-minute interactive product tour. We’ll walk you through real-world use cases tailored to middle market finance needs.

Perfect for: CFOs, controllers, financial planning and analysis leaders, treasury and procurement teams

Every finance team is different. That’s why our advisors will:

  • Assess your current state and business goals
  • Recommend the right-fit technology for your industry and maturity
  • Build a roadmap that balances speed, return on investment and risk
  • Support change management and ongoing optimization

Ready to modernize your finance function?

Let RSM and our ecosystem of automation platforms help your finance team do more—with less.

THE POWER OF BEING UNDERSTOOD

ASSURANCE | TAX | CONSULTING

RSM US LLP is a limited liability partnership and the U.S. member firm of RSM International, a global network of independent assurance, tax and consulting firms. The member firms of RSM International collaborate to provide services to global clients, but are separate and distinct legal entities that cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not those of any other party. Visit rsmus.com/about for more information regarding RSM US LLP and RSM International.

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