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Citrin Cooperman Enlists Ode to Scale Enterprise AI Operations

Citrin Cooperman Enlists Ode to Scale Enterprise AI Operations

Professional services firm Citrin Cooperman Advisors LLC is partnering with AI specialist Ode to integrate Anthropic’s language models into its tax, accounting, and advisory workflows. The collaboration aims to automate internal operations while providing consultants with data-driven insights to better serve middle-market clients and high-net-worth individuals.

The New York-based firm is targeting high-impact applications to streamline day-to-day tasks, moving beyond experimental AI toward full-scale deployment. By embedding these capabilities into its existing infrastructure, Citrin Cooperman intends to free its 3,300 professionals from routine administrative burdens, allowing them to focus on high-level strategic advisory work. The partnership marks a shift in how the firm approaches its long-term growth and service delivery.

"The companies that succeed in the age of AI will be the ones charting a bold future for their industry," said Chris Taylor, CEO of Ode. The engagement is reciprocal, as Citrin Cooperman has also been retained to manage accounting services for Ode, which launched earlier this year backed by heavyweights including Blackstone, Sequoia, and Anthropic. Alan Badey, CEO of Citrin Cooperman, noted that the firm expects to see tangible value from the initial set of AI tools within the coming months as they scale the technology across the organization.

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