Leading advisory, tax, and assurance firm Baker Tilly has launched a strategic initiative with enterprise AI transformation company Ode with Anthropic (Ode) to design, build, and deploy governed AI capabilities across its advisory, tax, and assurance business units. Recognizing that mission-critical accounting and audit processes heavily rely on nuanced human professional judgment that standard automation tools cannot replicate, the collaboration aims to integrate Anthropic’s frontier artificial intelligence models directly around Baker Tilly’s proprietary methodologies, compliance standards, and internal expertise. This unified framework transitions the firm beyond standalone productivity software, creating tailored AI systems that enhance quality, operational speed, and client responsiveness while maintaining strict governance boundaries.
Also Read: FIS and Anthropic Collaborate to Strengthen Critical Financial Infrastructure Security
Highlighting the strategic potential of this joint effort, Chris Taylor, CEO of Ode, stated: “The future of professional services will be shaped by firms that successfully combine AI with deep domain expertise. Baker Tilly is building AI systems around the expertise of its professionals to enhance the client experience.” Emphasizing how the technological integration reinforces core service delivery, Eric Miles, CEO of Baker Tilly, added: “At Baker Tilly, we are investing in AI to strengthen how our people deliver the complex, judgment-intensive work our clients trust us to do. Working with Ode gives us additional technical depth and speed as we build AI capabilities around our professionals, methodologies and standards, with a focus on enhancing quality, insight and responsiveness for clients.” Ultimately, this partnership positions Baker Tilly to scale human-led, AI-assisted advisory services to better solve intricate, enterprise-level financial challenges.