CBIZ Partners with Rillet to Transform Finance Operations with AI-Powered ERP

Artificial intelligence is reshaping finance functions, not just as a tool for automation but as the foundation for a more intelligent, adaptive, and connected enterprise. That’s why CBIZ has partnered with Rillet, an AI-native ERP designed to automate accounting and close books faster. Built by accountants for accountants, Rillet combines deep financial automation with embedded AI, helping growing companies streamline workflows, unify data, and deliver faster insights.

Together, CBIZ and Rillet are helping businesses modernize their financial operations and unlock the true power of AI in ERP.

The Evolution of ERP: From Automation to Intelligence

Finance responsibilities are evolving beyond transactional tasks to act as strategic engines that guide business decision-making. Many organizations are behind the curve and still rely on legacy accounting systems that struggle to support multi-entity, multi-currency, and global operations.

AI-native platforms like Rillet represent the next generation of ERP, offering dynamic workflows, predictive insights, and scalable processes that grow with the business. By embedding AI directly into accounting functions, Rillet enables a faster close, streamlines operations, and delivers real-time insights that support smarter decision-making.

Meet Rillet: AI-Native ERP Built by Accountants for Accountants

Rillet is designed specifically for accountants to simplify and automate core workflows, helping finance teams focus on strategy rather than manual tasks. Its AI-powered capabilities cover everything from journal entries to reconciliations, accelerating the close process for pre-IPO and hyper-growth companies.

The platform also supports complex operations across multiple entities, currencies, and geographies, while integrating with tools like Salesforce, Stripe, Ramp, Brex, and Rippling. With its open API, Rillet has the flexibility to adapt to unique needs across a variety of industries including SaaS, fintech, ecommerce, and professional services.

CBIZ’s Role: Strategy, Implementation, and Impact

As a leading professional services advisor, CBIZ brings unmatched ERP and digital transformation experience through its technology team. Our professionals help businesses assess readiness, align technology to growth goals, and implement AI-powered ERP solutions effectively.

With decades of experience across accounting, finance, and technology, we work with you to ensure Rillet’s capabilities are fully realized, from design to deployment and through ongoing optimization. By combining financial acumen with technical knowledge, we help organizations transform finance operations and achieve measurable impact.

The Power of Partnership: AI-Driven Finance at Scale

By combining Rillet’s AI functionality with CBIZ’s experience and guidance, businesses gain clear insights, streamlined workflows, and the confidence to make decisions that support growth.

“We’re thrilled to partner with Rillet and bring this next-generation ERP to our clients. Rillet gives finance teams the tools they need to operate more efficiently and focus on what really matters.”

 — Lisa Ricardo, Vice President of Enterprise Performance & Technology at CBIZ

“From startup to IPO, CBIZ has been the trusted partner behind many of the world’s most transformative tech companies. Now, we’re combining their financial expertise with our AI-native ERP, giving finance and accounting teams technology as innovative as the companies they support.”

— Nicolas Kopp, CEO and Co-founder of Rillet

Shaping the Future of Finance

AI-native accounting isn’t the future; it’s the new standard. With CBIZ and Rillet, companies can move beyond legacy systems to intelligent, adaptive platforms that evolve with their business.

Connect with a CBIZ advisor to see how we can help your business automate accounting, accelerate your close and scale more efficiently with AI-powered ERP innovation.