Citrin Cooperman Advisors Engages Ode and Anthropic for AI Workflows

Citrin Cooperman Advisors has engaged Ode with Anthropic to support enterprise AI work across its tax, accounting, and advisory operations, the firm said in a press release.

The work will focus on identifying and implementing AI capabilities for key operational workflows. Initial efforts include optimizing internal processes and generating client specific insights for professionals across the firm.

Citrin Cooperman Advisors said the first AI capabilities are expected to reach its professionals in the coming months. The engagement follows an existing relationship between the firms, with Citrin Cooperman Advisors also serving as Ode's accounting services provider.