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AI Transformation Hub

AI built on trust, grounded in your reality, and designed for impact.
A metaphoric portrait of a human interacting with an AI

AI can help pave the way to confident, compliant, and measurable results.

Organizations face a clear mandate to adopt new technologies or enhance their existing infrastructure, yet many struggle to build the data foundations necessary to succeed. That gap underscores an important reality: Technology alone isn’t enough.

We believe artificial intelligence (AI) reaches its fullest potential when combined with human intelligence, amplifying professional judgment, and unlocking smarter results. By weaving innovative tools into our day-to-day work—across audit, tax, and consulting—we help organizations focus on results you can measure: time saved, increased efficiency, and deeper insight.

Our approach centers around responsible implementation, guided by rigorous governance and ethical use.

The State of AI Integration

33%

Of organizations have begun scaling AI across the enterprise*

51%

Of organizations are unprepared or only somewhat prepared for AI implementation, mainly due to data and infrastructure challenges*

75%

Of U.S. C-suite executives are targeting their investments for AI implementation**

Why Forvis Mazars for AI

  • Trustworthy AI Governance – We prioritize security and ethical oversight across the AI lifecycle to help build and incorporate reliable and responsible solutions you can trust.
  • Purpose-Driven Business Impact – Our tailored solutions are designed to address your challenges, delivering measurable outcomes that help drive growth and success.
  • Future-Resilient Data & Technology – We align robust data strategies with scalable platforms for reliable, adaptable performance.
  • Empowered Workforce – By equipping your teams with modern skills and tools, we help you overcome productivity challenges and foster sustainable innovation.

Our Approach: From Ideation to Scaled Adoption

Interactive Roadmap, Plain Text Version

  1. Define Your AI Strategy: Set clear AI objectives tied to business value, risk appetite, and prioritized use cases that matter.
  2. Prepare Your Enterprise: Align people, process, data, and technology so models scale safely under regulatory scrutiny.
  3. Set Up Governance & Controls: Turn regulatory expectations into clear policies, approvals, oversight, and lifecycle controls.
  4. Build Data & Technology Foundations: Treat data quality, lineage, security, privacy, and third‑party risk as ongoing controls.
  5. Develop & Pilot Your Program: Design models with compliance in mind, and pilot with guardrails, monitoring, and human oversight where required.
  6. Integrate Workflows: Embed capabilities into production systems and workflows with clear ownership, controls, and accountability.
  7. Monitor Performance: Continuously monitor performance, fairness, and risk as data, models, and regulations evolve.
  8. Oversee Your Programs & Use Cases: Independently validate governance, controls, and high‑risk use cases before regulators step in.

How We Help Your AI Strategy & Integration

Our AI Strategy & Integration approach provides the roadmap, governance, and delivery model. We align dedicated teams across audit, tax, risk, finance, data, and operations to help execute and sustain results.

Where AI is creating impact:

  • Finance & Accounting – Improving speed, accuracy, and control across financial processes
  • Operations – Increasing efficiency and responsiveness across workflows and supply chains
  • Risk & Compliance – Establishing governance, oversight, and regulatory alignment
  • Technology & Data – Strengthening data, architecture, and scalability to support AI
  • Tax – Aligning AI-driven insights with incentives like the R&D tax credit to support informed, defensible outcomes

Powering Better Delivery Through AI at Forvis Mazars

We integrate AI into our Tax workflows, so you benefit from more insight, consistency, and forward-looking analysis—delivered with the accountability expected in a regulated tax environment.

  • Enhancing How We Serve You Every Day: AI-enabled workflows speed up issue identification, surfacing risks and opportunities earlier so you can act with greater clarity and fewer surprises.
  • Technology-Enabled, Human Judgment-Driven: Stronger data quality and integrity, combined with AI, supports analysis and pattern recognition, while application and judgement decisions remain with tax professionals.
  • Governance for Complex Tax: Trusted AI workflows include embedded controls and documentation to prioritize compliance and consistency.

We embed AI in our Audit methodology to support people, clarity, and insight, keeping decisions firmly in human hands.

  • Risk-Focused Insights, Earlier: AI-enabled workflows bring deeper insights and help identify patterns, outliers, and risk areas sooner.
  • Human-Led, AI-Assisted Delivery: Integrated workflows streamline audit procedures, with professional judgment and communication remaining central.
  • Fewer Surprises, More Clarity: Governed use of trusted sources, transparent outputs, and oversight designed for assurance environments.

Explore Our AI & Technology Philosophy

Let’s Get Started

Connect to experienced guidance.
Headshot Image for Trey Ackerman
Headshot Image for Jared Forman
Headshot Image for John Kmetz
John Kmetz Partner, National Assurance Service Leader
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Wherever you are on your journey, we can help drive your business forward.
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