Firm offers clients customized AI solutions designed to elevate operational efficiency

Leading advisory, tax and assurance firm Baker Tilly announces Collaborative AI, a set of AI enablement services designed to help businesses safely and efficiently harness artificial intelligence. Using a business value approach, Collaborative AI connects employees to company data and knowledge bases, enhancing performance and enabling organizations to realize meaningful returns on AI investments.

“AI has quickly become a must-have in the business environment,” said Baker Tilly Consulting Managing Principal Mark Steranka. “But its true value lies in identifying the right use cases and integrating AI thoughtfully into a company’s natural workflows. Collaborative AI was created to cut through the noise, deliver value, and help companies move forward with confidence efficiently and securely.”

Business-first integration

Baker Tilly’s professionals guide businesses through every step, from discovery and use case identification to integration and ongoing data management. With specialization across more than 30 industries and experience in executive leadership roles, the team delivers AI solutions tailored to each client’s specific challenges and goals.

“Collaborative AI is more than enablement and services, it’s a partnership. Our professionals are industry leaders, with an understanding of the nuances of each client we serve,” said Steranka. “With Collaborative AI, we help clients augment their workflows using a powerful solution designed to evolve alongside their growing AI expertise.”

Enhancing operational efficiency

Collaborative AI helps employees access and apply company knowledge more effectively. The solution unlocks the value of unstructured data, such as emails, transcripts, and documents, transforming the data into actionable insights. By capturing institutional knowledge that might otherwise be lost, it reduces onboarding and training costs while preserving organizational expertise.

By improving accessibility to data, employees are empowered to solve problems independently. Collaborative AI’s ability to integrate with natural workflows and language patterns accelerates processes and reduces time spent searching for reliable information. The result is increased productivity, significant time savings and greater organizational agility.

A smarter and more secure AI solution

Collaborative AI is designed to deliver measurable value from the start. Its simple configuration process allows companies to deploy quickly. Unlike many AI tools, it provides a more secure environment, keeping company data and collaboration behind the company’s firewall to protect sensitive information from public exposure.

About Baker Tilly (bakertilly.com)

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Seattle, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 143 territories, with 47,000 professionals and a combined worldwide revenue of $7 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

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