{"id":1005071,"date":"2026-09-22T12:24:09","date_gmt":"2026-09-22T16:24:09","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/forvis-mazars-capital-advisors-selects-intapp-dealcloud-with-celeste-to-advance-firmwide-agentic-ai-strategy\/"},"modified":"2026-09-22T12:24:09","modified_gmt":"2026-09-22T16:24:09","slug":"forvis-mazars-capital-advisors-selects-intapp-dealcloud-with-celeste-to-advance-firmwide-agentic-ai-strategy","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/forvis-mazars-capital-advisors-selects-intapp-dealcloud-with-celeste-to-advance-firmwide-agentic-ai-strategy\/","title":{"rendered":"Forvis Mazars Capital Advisors selects Intapp DealCloud with Celeste to advance firmwide agentic AI strategy"},"content":{"rendered":"

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Forvis Mazars Capital Advisors selects Intapp DealCloud with Celeste to advance firmwide agentic AI strategy<\/b><\/p>\n

The corporate finance team at leading accounting and consulting firm Forvis Mazars will use DealCloud with Celeste to automate deal workflows and surface actionable intelligence from integrated data sources<\/i><\/p>\n

PALO ALTO, Calif.–(BUSINESS WIRE<\/a>)–
\nIntapp (NASDAQ: INTA), the governed AI platform for professional firms in highly regulated industries, today announced that Forvis Mazars Capital Advisors<\/a> has selected Intapp DealCloud with Celeste. Celeste’s agentic capabilities will automate core deal workflows, surface insights from integrated data sources, and free the firm\u2019s corporate finance team to focus on clients \u2014 not routine tasks.<\/p>\n

Leading change<\/b><\/p>\n

\nForvis Mazars Capital Advisors is the corporate finance advisory service line of Forvis Mazars, one of the largest accounting and consulting firms in the U.S. It operates in an environment where speed, precision, and data quality are core competitive advantages.<\/p>\n

\nThe corporate finance team needed to reduce the manual, time-consuming work that slows deal execution, such as building buyer lists, tracking deal milestones, and managing outreach at scale. As part of a firmwide initiative to embed agentic AI across its platforms, the team chose DealCloud with Celeste to bring agentic automation to these workflows, with purpose-built playbooks that horizontal AI providers couldn\u2019t deliver.<\/p>\n

Addressing deal workflow automation<\/b><\/p>\n

\nBy serving as the single system of record for relationships, deal pipeline, and market intelligence, DealCloud gives Forvis Mazars Capital Advisors a structured foundation on which AI can deliver real value. By applying agentic AI to the specific workflows that define investment banking and corporate finance practice, Celeste enables professionals to automate tasks that have traditionally consumed hours of their time.<\/p>\n

Supporting quotes<\/b><\/p>\n

Jason Corson, Managing Director, Forvis Mazars Capital Advisors<\/b><\/p>\n

\n\u201cOur team handles complex, data-intensive deal processes, and the ability to streamline buyer list creation, outreach, and milestone tracking within the platform we already rely on is a meaningful step forward. Implementing Celeste supports our firmwide initiative to utilize agentic AI that understands our business \u2014 not a generic tool we have to work around.\u201d<\/p>\n

Tom Koehler, Global Managing Principal of Accounting and Consulting Industries, Intapp<\/b><\/p>\n

\n\u201cFor years, AI sat beside the work as a tool that a professional opened \u2014 separate from the deal and from the data the firm trusts. An agent is different. It acts on the work, so it has to be native to the workflow and connected to the sources the firm already relies on. That’s the shift Forvis Mazars is making: from AI that makes a professional faster, to AI built into how the business of the firm actually runs.\u201d<\/p>\n

Additional resources<\/b><\/p>\n