Press Release

Baker Tilly Unveils Collaborative AI, a Middle Market Generative AI Solution

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CHICAGO, Oct. 6, 2025—Leading advisory, tax and assurance firm Baker Tilly announced 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 Moss Adams
At Moss Adams, we believe in the power of possible. A business and personal advisory firm with more than 110 years of experience and 4,800 professionals across 30+ markets, we work with clients to meet the rising challenges and opportunities of tomorrow. Discover how we can help you go where you want to be next. Upward.

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.