RSM US, a provider of audit, tax, and consulting services, has announced a $1bn investment to expand its artificial intelligence (AI) strategy over the next three years.

This move aims to enhance innovation and deliver advanced solutions to clients and professionals. RSM’s integration of agentic AI systems across its operations is expected to improve efficiency and support the delivery of strategic solutions, thereby advancing client outcomes.

The announcement coincides with RSM’s forthcoming merger, which will result in a partner-owned multinational firm covering the US, UK, Canada, Ireland, India, and El Salvador. This merger will create an organisation with 23,000 professionals and a combined annual revenue of $5bn.

RSM has outlined several investments to assist the middle market in constructing the necessary technological infrastructure to leverage AI opportunities. Key initiatives focus on developing industry-specific AI tools and building scalable AI frameworks.

These efforts include fully incorporating agentic AI into RSM’s services, enhancing performance, unlocking efficiencies, and accelerating client growth.

RSM said that its talent will be empowered with agentic AI tools aimed at increasing productivity and supporting professional growth. This will enable quicker, high-quality solutions that provide deeper insights and personalised client support, said the company.

The expansion of AI-driven solutions across the client lifecycle aims to elevate the overall client experience.

The firm’s AI strategy involves developing workflows that allow professionals to utilise AI agents effectively. These workflows will integrate seamlessly with existing processes to enhance quality and efficiency for clients.

RSM US LLP managing partner and CEO Brian Becker said: “AI continues to be a strategic imperative for RSM, and our significant investment enables us to move decisively from exploration to execution, driving real outcomes for our people and our clients through responsible, business-led solutions.

“We’re not simply adopting new technologies—we’re transforming how we deliver value, combining deeper insights, greater agility and an unwavering focus on quality and impact.”

Examples of RSM’s existing AI-enhanced services include myRSM Tax, which automates tax processes for accuracy, RSM Atlas, an AI compliance platform, RSM Luca, which uses AI for auditing, and DASH, a ServiceNow-powered platform that improves client response times via AI.