Forvis Mazars Capital Advisors selects Intapp DealCloud with Celeste to advance firmwide agentic AI strategy

Forvis Mazars Capital Advisors selects Intapp DealCloud with Celeste to advance firmwide agentic AI strategy

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

Intapp (NASDAQ: INTA), the governed AI platform for professional firms in highly regulated industries, today announced that Forvis Mazars Capital Advisors 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’s corporate finance team to focus on clients — not routine tasks.

Leading change

Forvis 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.

The 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’t deliver.

Addressing deal workflow automation

By 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.

Supporting quotes

Jason Corson, Managing Director, Forvis Mazars Capital Advisors

“Our 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 — not a generic tool we have to work around.”

Tom Koehler, Global Managing Principal of Accounting and Consulting Industries, Intapp

“For years, AI sat beside the work as a tool that a professional opened — 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.”

Additional resources

• Discover more about Intapp DealCloud and Intapp Celeste

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About Intapp

Intapp (NASDAQ: INTA) is the governed AI platform for professional firms in highly regulated industries. Intapp’s vertically tailored agentic solutions are built for the specialized workflows, complex relationship networks, and professional compliance requirements of accounting, consulting, investment banking, law, private capital, and real assets firms. By applying Firm AI to core processes and data, Intapp helps partners, dealmakers, and advisors drive firm growth, manage compliance, and improve profitability. Learn why the world’s top firms trust Intapp’s industry-specific enterprise solutions at intapp.com.

Media contact
Emily Martinez
Global Media and Communications Director, Intapp
press@intapp.com

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