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Tech News: Expensify launches hybrid ‘contextual’ AI expense agent

November 7, 2025
in Accounting
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Tech News: Expensify launches hybrid ‘contextual’ AI expense agent
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Big Four firm Deloitte announced an expansion of its ongoing strategic alliance with Snowflake, an AI data cloud company, to transform its tax data management solutions. Through the expanded alliance, Deloitte Tax and Snowflake will work together on developing tax data management accelerators to assist tax across all domains, including designing and implementing unified tax data models, introducing standard reporting outputs based on the data models, and creating structured datasets aligned with the firm’s tax processes. … Cloud-based document management solutions provider SmartVault announced the launch of a fully integrated DMS, client portal and compliance solution for Intuit ProConnect. The integrated experience automatically creates clients in SmartVault and enables printing and auto-routing of tax returns from ProConnect to the correct client folder in SmartVault. …  Bluevine, a small business banking platform, and Wave, a financial management solutions provider, announced a new partnership. The partnership includes a special offer giving Wave customers six free months of Wave Pro and three free months of Bluevine’s upgraded checking plans, unlocking premium tools across both platforms. … Expense management solutions provider Emburse and American Express are expanding their strategic partnership with the launch of two new features—American Express Virtual Card issuance and Real-Time Transaction Data—in Emburse Enterprise Expense. Administrators can issue American Express Virtual Cards directly within the Emburse Enterprise Expense platform—each with a unique number that brings added security, greater control and more efficient management of both online and on-the-go spending. The Real Time Transaction Data feature has American Express send Corporate Card transaction data to Emburse as purchases happen, enabling the automatic creation and categorization of expense entries and giving administrators visibility into authorized transactions. Shortly after making a purchase, employees receive mobile notifications prompting them to capture their receipts in the Emburse app. Virtual Card issuance is now available to all U.S.-based American Express Corporate and Business customers who are enrolled in Emburse Enterprise. Real-Time Transaction Data is now available to select American Express Corporate Card customers in the U.S. who are enrolled in Emburse Enterprise… Thomson Reuters and audit solutions provider Fieldguide announced a partnership to embed the Guided Assurance audit methodology directly into the Fieldguide platform. Firms can leverage dynamic risk assessments and audit programs that adapt to engagement context and autonomously complete full workflows. Automated diagnostics and validation checks proactively identify inconsistencies or missing evidence; and there are continuous methodology updates as new titles and standards are published.

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