Services firm with an AI practice

Citrin Cooperman

New York accounting and advisory firm that acquired Rosetree Solutions, an Anthropic and OpenAI partner, to offer AI agents, apps and workflow integration to middle-market clients.

Segment: Middle-market clients (accounting and advisory)
Based: New York · US
Website: accountingtoday.com
Also known as: Rosetree Solutions

What they sell

AI agents and apps
Workflow integration
Salesforce Agentforce, Anthropic, OpenAI and Microsoft platform work

Sells to: Middle-market clients

Mentioned on

Accountants and IT providers as AI sellers
AI roll-ups and AI-native service firms
Enterprise and boutique implementers, and the forward-deployed-engineer wave

Sources

https://www.accountingtoday.com/news/citrin-cooperman-acquires-rosetree-solutions

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