RSM’s U.S. unit plans to invest $1 billion in artificial intelligence over the next three years, well above its previous investments, in part to use AI agents to automate more tax and accounting workflows. 

The funds would go toward integrating generative AI into internal workflows as well as platforms the firm provides to middle-market companies and overall helping clients with their AI strategies, said Sergio de la Fe, enterprise digital leader and partner with RSM US. Some of the $1 billion will also go toward building the core AI infrastructure predictive models, talent upskilling and partnerships.