Professional services firm
RSM US LLP
RSM US offers RSM Catamaran finance and accounting outsourcing with AI-enabled technology, alongside its audit and assurance services.
Function
- Ownership
- Not stated
Not stated in the sources read. RSM US LLP is a limited liability partnership and the US member firm of RSM International; the legal form does not say who owns the firm. An EDGAR search for RSM US LLP returned no matching company.
- Headquarters
- United StatesSourceFinance, accounting and tax managed services (RSM Catamaran)
- SEC reporting
- NoSourceEDGAR company searches and submission records for the audit and advisory firms (Deloitte, PricewaterhouseCoopers, Ernst & Young, KPMG, Grant Thornton, BDO USA, RSM US, Protiviti)
- Audit firm
- YesSourceAudit services (Digital audit and assurance)
- Subprocessor list
- Not stated
- Contract terms
- Not stated
Offering · Managed service
RSM Catamaran finance and accounting managed services
RSM describes RSM Catamaran as designed for finance, accounting and tax challenges such as month-end close, budgeting and forecasting, unintegrated systems and staff turnover, offering staff augmentation, outsourcing and managed planning and analysis that can interface with any ERP. SourceFinance, accounting and tax managed services (RSM Catamaran)
RSM says finance as a service gives clients AI-enabled technology for strategic insights for a predictable fee. SourceFinance, accounting and tax managed services (RSM Catamaran)
Where it fits
Companies outsourcing the close, planning and tax work with RSM. SourceFinance, accounting and tax managed services (RSM Catamaran)
CoE analysis The AI component is unnamed, so its role in the close cannot be assessed from the page.
What it does
- Offering type
- Managed serviceSourceFinance, accounting and tax managed services (RSM Catamaran)
- Workflow areas
- SourceFinance, accounting and tax managed services (RSM Catamaran)
- Close
- Planning and FP&A
- Tax
- Customer size
- Not stated
AI
- Kind of AI
- Not stated
RSM refers to artificial intelligence-enabled technology without naming or describing it.
- Suggests or acts
- Not stated
- Availability
- Not stated
No availability statement.
- Models named
- Not stated
Control
- Who controls it
- Professional services firmSourceFinance, accounting and tax managed services (RSM Catamaran)
Delivered by RSM teams.
Commercial
- Pricing model
- Not stated
- Public price
- Not stated
Evidence
- Independent outcomes
- None found in the sources read.
- Sources read
- Vendor-stated 2
- Independent market evidence 5
- Independently verified outcomes None read
- Pricing 1
- Known limitations None read
- Coverage
- Directory record
- Last verified
Delivery and lock-in
- Delivery model
- Service you rentSourceFinance, accounting and tax managed services (RSM Catamaran)
RSM describes outsourcing, business process outsourcing, staff augmentation and managed planning and analysis, with finance as a service for a predictable fee.
- Run service offered
- YesSourceOutsourced accounting services: finance as a service
- Team qualifications published
- Says its outsourcing gives access to experienced professionals, and that staff augmentation offers fractional CFOs and controllers, project-based financial analysts and technical accounting specialists. No named leaders, team size or credential criteria are stated.SourceOutsourced accounting services: finance as a service
- IP and post-engagement license
- Not stated
Not stated in the sources read. RSM says its Global Capabilities Center model keeps the client's IP protected (C-5035); this does not address RSM technology after the engagement.
- Savings claims (firm-stated)
- Not stated
Not stated in the sources read. RSM lists cost savings through fractional resources, offshore capabilities and embedded automation as a benefit, without a figure (C-5035).
- Alliance partners
- Not stated
Not stated in the sources read. RSM's finance as a service page does not call any software company a partner. Its "Technologies we support" section shows logos, named in image alt text only, for NetSuite, Sage Intacct, BlackLine, Bill and Alteryx (C-5045); the page does not say how these technologies are used in the service.
Security and control
- Single sign-on
- Not covered in this record
- User provisioning
- Not covered in this record
- Role-based access
- Not covered in this record
- Administrator controls for AI
- Not covered in this record
- Audit logs
- Not covered in this record
- Certifications
- Not covered in this record
- Data retention
- Not covered in this record
- Data residency
- Not covered in this record
- Training on customer data
- Not covered in this record
AI features
As the vendor or firm describes them. Notes in small print record what the sources leave open.
Not stated
Questions to ask
For this offering
- If RSM audits our financial statements, has our audit committee pre-approved this service, and how does RSM assess it against the SEC non-audit service categories (bookkeeping, financial information systems design and implementation, internal audit outsourcing, management functions) and, for ICFR-related work, PCAOB Rule 3525? Ask our audit committee and counsel to confirm.
- What is the AI-enabled technology in RSM Catamaran, what does it do, and does it post or approve anything?
- What does the predictable fee cover, and what changes it?
- Which close and reporting steps would RSM perform, and which approvals stay with our staff?
- What SOC reporting covers the service and its technology?
From the diligence question set
- DQ-31 Who, by name and role, will design, build, test and run the AI in our finance process, and what AI has each of those people personally put into production?
- DQ-32 How does your firm decide that someone is qualified to build or govern AI for financial reporting, and who outside the delivery team reviews model risk before anything goes live?
- DQ-33 When the engagement ends, what will we own and be able to run ourselves, and what will work only with your firm? On what terms are your accelerators licensed afterward, and what does it cost to leave a run service?
- DQ-34 What will this cost in years two to five, including run fees, platform licenses, AI usage fees and change requests, and how does that compare with the savings case once the internal oversight roles we keep are counted?
- DQ-35 Do you receive fees, rebates, resale margins or other incentives from the software you are recommending, and do you, or will you, audit our financial statements?