Professional services firm
EY (Ernst & Young LLP, US)
EY offers finance managed services with AI and the EY.ai Agentic Platform, announced in 2025 with NVIDIA; Ernst & Young LLP audits public companies.
Function
- Ownership
- Not stated
Not stated in the sources read. EY's release says Ernst & Young Global Limited, a UK company limited by guarantee, and EYGM Limited do not provide services to clients; neither is the US firm. Ernst & Young US LLP files no Forms 10-K, 10-Q or 20-F on EDGAR.
- Headquarters
- United StatesSourceInspection Data for U.S. Global Network Firms
- 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
- YesSourceInspection Data for U.S. Global Network Firms
- Website
- SourceFinance managed services (service page)
- Subprocessor list
- Not stated
- Contract terms
- Not stated
Offering · AI agent
EY.ai Agentic Platform
EY announced the EY.ai Agentic Platform in March 2025, created with NVIDIA and starting with tax, risk and finance domains, and said it will run across client clouds, on-premises and the NVIDIA Cloud Provider ecosystem. SourceEY launching EY.ai Agentic Platform, created with NVIDIA AI, to drive multi-sector transformation starting with tax, risk, and finance domains (press release, March 18, 2025)
Its components include responsible AI guardrails, an agentic framework, a model catalog of NVIDIA and fine-tuned EY models, and agents for indirect tax, income tax compliance, regulatory compliance and financial reporting. SourceEY launching EY.ai Agentic Platform, created with NVIDIA AI, to drive multi-sector transformation starting with tax, risk, and finance domains (press release, March 18, 2025)
EY says the first wave is to feature 150 tax agents assisting 80,000 EY tax professionals. SourceEY launching EY.ai Agentic Platform, created with NVIDIA AI, to drive multi-sector transformation starting with tax, risk, and finance domains (press release, March 18, 2025)
Where it fits
Tax compliance and financial reporting, with the first wave planned around EY's own tax professionals. SourceEY launching EY.ai Agentic Platform, created with NVIDIA AI, to drive multi-sector transformation starting with tax, risk, and finance domains (press release, March 18, 2025)
CoE analysis Finance teams should treat client-facing finance agents as announced until EY documents what is available.
What it does
- Offering type
- AI agentSourceEY launching EY.ai Agentic Platform, created with NVIDIA AI, to drive multi-sector transformation starting with tax, risk, and finance domains (press release, March 18, 2025)
- Workflow areas
- SourceEY launching EY.ai Agentic Platform, created with NVIDIA AI, to drive multi-sector transformation starting with tax, risk, and finance domains (press release, March 18, 2025)
- Tax
- Reporting and disclosure
- Customer size
- Not stated
AI
- Kind of AI
- Agents and automated actionsSourceEY launching EY.ai Agentic Platform, created with NVIDIA AI, to drive multi-sector transformation starting with tax, risk, and finance domains (press release, March 18, 2025)
- Suggests or acts
- Not stated
- Availability
- Not stated
Announced March 18, 2025, in future tense; no later status found. The first wave is to support EY tax professionals; client availability of finance and financial reporting agents is not dated.
- Models named
- SourceEY launching EY.ai Agentic Platform, created with NVIDIA AI, to drive multi-sector transformation starting with tax, risk, and finance domains (press release, March 18, 2025)
- NVIDIA (NIM, AI-Q Blueprint, NVIDIA reasoning models)
- EY fine-tuned domain models
Control
- Who controls it
- Professional services firmSourceEY launching EY.ai Agentic Platform, created with NVIDIA AI, to drive multi-sector transformation starting with tax, risk, and finance domains (press release, March 18, 2025)
The first deployment is described as agents assisting EY tax professionals; client-side control is not described.
Commercial
- Pricing model
- Not stated
- Public price
- Not stated
Evidence
- Independent outcomes
- None found in the sources read.
- Sources read
- Vendor-stated 3
- Independent market evidence 5
- Independently verified outcomes None read
- Pricing None read
- Known limitations None read
- Coverage
- Directory record
- Last verified
Delivery and lock-in
- Delivery model
- Not stated
Not stated in the sources read. EY says the platform will run across client clouds, on-premises, at the edge and on the NVIDIA Cloud Provider ecosystem; whether clients license, subscribe to or keep it is not stated.
- Run service offered
- Not stated
- Team qualifications published
- Not stated
Not stated in the sources read. The release names no offering leader or client delivery team; its 80,000 figure counts EY tax professionals the agents assist (C-4237).
- IP and post-engagement license
- Not stated
Not stated in the sources read. The model catalog includes domain-specific, fine-tuned EY models (C-4236); no license terms are stated.
- Savings claims (firm-stated)
- Not stated
Not stated in the sources read. The release gives volume targets for EY's own tax work (3m compliance deliverables, 30m tax processes), not savings figures.
- Alliance partners
- SourceEY launching EY.ai Agentic Platform, created with NVIDIA AI, to drive multi-sector transformation starting with tax, risk, and finance domains (press release, March 18, 2025)
- NVIDIA
EY says the platform was created in collaboration with NVIDIA and builds on earlier EY and NVIDIA collaborations.
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.
Domain AI agents (tax, regulatory compliance, financial reporting)
An enterprise suite of agents such as indirect tax, income tax compliance, financial crimes, regulatory compliance and financial reporting, powered by client-specific fine-tuned reasoning models.
- Kind
- Agents and automated actions
- Suggests or acts
- Not stated
- Who controls it
- Professional services firm
- Availability
- Not stated
Control: Not stated.
SourceEY launching EY.ai Agentic Platform, created with NVIDIA AI, to drive multi-sector transformation starting with tax, risk, and finance domains (press release, March 18, 2025)Tax agents (first wave)
The first wave of deployment is to feature 150 tax agents assisting 80,000 EY tax professionals across data collection, document analysis and review, and compliance.
- Kind
- Agents and automated actions
- Suggests or acts
- Not stated
- Who controls it
- Professional services firm
- Availability
- Not stated
Control: Used by EY tax professionals.
SourceEY launching EY.ai Agentic Platform, created with NVIDIA AI, to drive multi-sector transformation starting with tax, risk, and finance domains (press release, March 18, 2025)
Questions to ask
For this offering
- If EY audits our financial statements, has our audit committee pre-approved this service, and how does EY 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.
- Which agents on the platform are available to clients today, and which run only inside EY-delivered services?
- If EY agents prepare tax provisions or financial reporting content for us, what do they produce, and who reviews and signs off?
- Which models process our data, where, and under what retention and training terms?
- What evidence of agent behavior and changes would EY provide to us and to our auditor?
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-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?
Offering · Managed service
EY finance managed services
EY says its professionals use proven accelerators to redesign and run finance operations with continuous, AI-enabled improvement, including end-to-end procure-to-pay, order-to-cash and controllership. SourceFinance managed services (service page)
The page cites more than 33,000 finance and tax managed services professionals and more than 50 ready-to-deploy AI solutions for finance operations. SourceFinance managed services (service page)
EY ties agentic efficiency gains to a unified, transaction-level finance data foundation across ERPs. SourceFinance managed services (service page)
Where it fits
Outsourced transactional finance and controllership at scale. SourceFinance managed services (service page)
CoE analysis The unnamed AI solutions are the gap: buyers need the list and what each one does.
What it does
- Offering type
- Managed serviceSourceFinance managed services (service page)
- Workflow areas
- SourceFinance managed services (service page)
- Accounts payable
- Receivables and collections
- Close
- Reporting and disclosure
- Finance data and analytics
- Customer size
- Not stated
AI
- Kind of AI
- Not stated
Not classified. EY refers to agentic solutions and to more than 50 ready-to-deploy AI solutions for finance operations without naming or describing them, and does not say whether any of them acts in client systems.
- Suggests or acts
- Not stated
- Availability
- Not stated
No availability statement; the 50+ AI solutions are described as ready to deploy.
- Models named
- Not stated
Control
- Who controls it
- Professional services firmSourceFinance managed services (service page)
EY professionals run finance operations; client approval points are not stated.
Commercial
- Pricing model
- Not stated
- Public price
- Not stated
Evidence
- Independent outcomes
- None found in the sources read.
- Sources read
- Vendor-stated 3
- Independent market evidence 5
- Independently verified outcomes None read
- Pricing None read
- Known limitations None read
- Coverage
- Directory record
- Last verified
Delivery and lock-in
- Delivery model
- Service you rentSourceFinance managed services (service page)
EY defines finance managed services as a delivery model in which a third-party provider operates some or all finance functions on an ongoing basis. It says its teams can work on a preconfigured platform backed by EY alliances, if needed, and offers alliance-backed platforms with lower upfront investment.
- Run service offered
- YesSourceFinance managed services (service page)
- Team qualifications published
- Names Scott Mullan, EY Global and Americas Finance Managed Services Leader, under "The team" (page read 2026-10-15); says its professionals form one multidisciplinary team; cites 33,000+ finance and tax managed services professionals and 20 global delivery centers. No credential criteria are stated.SourceFinance managed services (service page), re-read 2026-10-15 (refresh of S-612)
- IP and post-engagement license
- Not stated
Not stated in the sources read.
- Savings claims (firm-stated)
- Not stated
Not stated in the sources read. The page lists sources of finance cost reduction without figures.
- Alliance partners
- Not stated
Not stated in the sources read. EY refers to a preconfigured platform backed by EY alliances and to alliance-backed platforms, without naming the alliances on the page read.
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 EY audits our financial statements, has our audit committee pre-approved this service, and how does EY 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.
- Which of the 50+ AI solutions would apply to our processes, what does each do, and does any post, approve or change records?
- What unified data foundation would EY build, who owns it, and what happens to it at exit?
- Which controllership activities stay with our staff for review and approval?
- What SOC reporting covers the managed service and its AI components?
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?