ROSE Updates

ROSE Marks a New Milestone in a 30-Year Journey of Building Financial Infrastructure for Growing Organizations NORTH BETHESDA, Md., June 24, 2026 /PRNewswire/ -- Rose Financial Solutions (ROSE) , a pioneer in Finance as a Service (FaaS), today announced the activation of agentic AI capabilities across its proprietary Easby platform after bringing more than 100 AI agents live across client and internal workflows in 2026. For ROSE, this is not a breakthrough moment. It is the latest milestone in a 30-year mission the firm has been on since it was founded in 1994: ensuring that every growth company has access to the same financial infrastructure confidence as a Fortune 500 enterprise. In 2005, when most organizations were still running finance on spreadsheets, ROSE built rules-based workflow automation into what would become Easby. Machine learning followed in 2014. Generative AI launched in 2025. Agentic AI is live today. Each step has been layered onto the one before it, compounding the value delivered to every ROSE client. This is not a pivot. It is a progression. "I founded this company because I believed growing organizations deserved the same financial infrastructure as the largest companies in the world. That belief has not changed. What has changed is how fast we can now deliver on it." -- Ted Rose, President, CEO, and Founder, Rose Financial Solutions The 2030 Destination: A Measurable Commitment With this announcement, ROSE is clarifying its 2030 destination. The measure of success is not a single automation metric. It is a complete financial infrastructure outcome: every growth-oriented ROSE client reaching an RFRI ( ROSE Financial Readiness Index ) score of 85 or higher, representing enterprise-grade readiness across all five dimensions of financial system health: Structural Foundation, Systems Architecture, Operational Discipline, Financial Intelligence, and Strategic Enablement. Automation is the primary engine that drives clients toward that destination. The 2026 agentic AI launch accelerates that engine. With more than 100 AI agents launched this year, ROSE clients are moving toward that destination faster than at any point in the firm's history. The infrastructure improvements of the last 30 years are compounding, and the pace is accelerating. For more information about this transformation, see Ted Rose's weekly newsletter, Decision Ready Finance . A Journey, Not a Product When a company partners with ROSE, it is not purchasing software. It is joining a continuously improving financial infrastructure that has been compounding for decades. Clients benefit from every advance in Easby's capabilities, every workflow refinement, and every AI agent activated, without managing the architecture decisions, the integration complexity, or the technology risk that come with building finance systems from scratch. The hard decisions about how to design, connect, and improve the system have already been made. The ongoing decisions to improve are being made again every year. Clients inherit the result. Client leaders stay focused on their mission. The financial infrastructure handles the rest. "Our clients are not in the business of building financial systems. They are in the business of growing their companies, delivering on their missions, and creating value. ROSE exists so our clients can do that with complete confidence in their financial infrastructure, without having to build it themselves." -- Ted Rose A Track Record That Separates ROSE From New Entrants ROSE's AI and automation advancements are backed by a documented operating history that distinguishes the firm from new entrants: Rules-based workflow automation: 2005 Machine learning: 2014 Generative AI: 2025 Agentic AI: 2026 ROSE clients pass through audits with confidence, including DCAA, financial, bank review, and compliance reviews while the firm's Finance as a Service model delivers 30 to 60 percent cost savings compared to building comparable internal capabilities. Easby is built on Appian , an enterprise-grade, hyper-automation platform trusted by some of the world's largest organizations. The 2026 agentic AI deployment is not built from scratch. AI agents are being layered into workflows that have already been running reliably for years, rules-based, consistent, and proven in production. That distinction is important. This is a new capability added to a proven foundation. About Rose Financial Solutions Rose Financial Solutions is a leading Finance as a Service (FaaS) firm that builds and operates financial infrastructure for growth companies, GovCon businesses, nonprofits, and project-based professional services organizations throughout their lifecycle from start-up to exit. Founded in 1994, ROSE delivers financial clarity through its proprietary platform, Easby, powered by AI-enabled workflows, diagnostic tools, and a team of experienced finance and accounting professionals. With ROSE, organizations achieve the financial infrastructure confidence to grow, comply, and compete at any level. Explore ROSE's approach to financial infrastructure at www.rosefinancial.com . For additional insights, follow ROSE on LinkedIn .

Explore key insights from the 2026 ROSE FaaS Conference on financial readiness, AI, M&A, compliance, and scalable finance infrastructure.

Rose Financial Solutions (“ROSE®”), a pioneer in Finance as a Service ( FaaS ), today announced new strategic partnerships designed to empower fractional CFOs and CPA firms to support clients with scalable financial infrastructure. Through alliances with Apex Finance Solutions, CFO Advisory DC, CTM Partners, and Rubino & Company , ROSE is expanding access to scalable, AI -enabled solutions that simplify financial operations and amplify the value advisors deliver to growing businesses. “Fractional CFOs and CPA firms are critical growth partners for businesses, but they shouldn’t have to build financial infrastructure on their own,” said Ted Rose, President, CEO, and Founder of ROSE . “With these partnerships, we’re giving them access to enterprise-grade tools that drive efficiency, scalability, and insight—so they can remain focused on their most important role: trusted advisors.” At the center of these partnerships is ROSE’s Finance as a Service ( FaaS ) model, which integrates People, Process, Technology, Organization, and Data . This framework simplifies back-office operations while empowering financial leaders with real-time insights, audit-readiness, and proactive decision-making . All four partners now gain access to Easby ® , ROSE’s AI-powered, enterprise-grade automation platform that seamlessly integrates with accounting systems to transform financial data into actionable intelligence. Meet the Partners Apex Finance Solutions : Guides high-performing entrepreneurs with executive-level financial leadership. With Easby®, Apex enhances its strategic advisory capabilities through real-time data insights. CFO Advisory DC : Brings a global perspective from private equity, impact investing, and strategy consulting. Easby strengthens its ability to deliver operational excellence and scalable growth strategies. CTM Partners : Specializes in driving scalable growth and operational efficiency through financial leadership. By leveraging ROSE’s FaaS model, CTM expands client visibility and decision-making agility. Rubino : A Maryland-based CPA firm delivering audit, tax, and CFO consulting expertise (through their CAS – Client Accounting Services). By integrating Easby, Rubino enhances compliance readiness while delivering deeper client insights. “This is just the beginning of our CFO and CPA partner network buildout,” added Rose. “Our goal is to ensure every growth focused organization in the nation has access to the same level of sophistication and scalability as enterprise finance teams—without the cost or complexity. Our nationwide network will reshape the way financial leaders deliver trusted, data-driven advisory services.” About Rose Financial Solutions ROSE is a leading provider of Finance as a Service (FaaS – next generation of finance and accounting outsourcing) , helping businesses simplify financial operations by aligning People, Process, Technology, Organization, and Data . Its enterprise-grade AI-enabled automation platform, Easby® , transforms financial data into actionable insights, enabling companies to scale with confidence and agility. With ROSE and Easby, organizations achieve audit readiness, operational efficiency, and data-driven decision-making—redefining the future of finance and accounting. To learn more about how ROSE and Easby® can transform your financial operations, visit www.rosefinancial.com and www.easby.ai . Ready to empower your firm with enterprise-grade financial infrastructure? Contact us today to explore partnership opportunities.

By TED ROSE , ROSE FINANCIAL SOLUTIONS

We’re excited to introduce the new Easby App—exclusively available to ROSE clients. Easby provides real-time financial visibility, giving you detailed insights into cash flow, profitability, and growth trends, all in one platform.

2024 Easby Finance-as-a-Service Conference will cover the deployment of up to 15 native AI skills in Easby during 2024, including generative AI. NORTH BETHESDA, Md., May 15, 2024 /PRNewswire/ -- Rose Financial Solutions ("ROSE"), a Finance-as-a-Service (FaaS) leader, is the host sponsor of the annual Easby Finance-as-a-Service Conference on June 4, 2024. The theme of the one-day event is Data-Driven Decision Making and AI Enablement and is expected to draw 200+ business leaders, finance professionals, and experts from a wide range of industries. "ROSE and our ten partner firms are bringing together a wide range of thought leadership, best practices, and new capabilities at the event," said Ted Rose, Founder, President, and CEO of ROSE. "Companies are all looking for ways to leverage AI, automation and data into a competitive advantage. Our expert speakers will pull together a clearer view of the future of finance, while providing practical guidance that can be implemented now." See 2024 Easby FaaS Conference Details "We are excited to demonstrate how companies can leverage up to 15 AI skills in practical, secure, and meaningful ways this year. We're on a path to automate 85% of finance and accounting activities by 2030 and the AI journey starts now," said Rose. "Easby is built on top of Appian , a market leading, enterprise-grade, AI-enabled, hyper-automation platform. We believe that Easby is positioned to help our clients benefit from the massive investment that continues to be made in Appian's platform." ROSE recently launched the Easby website where the Easby platform is described as 'Your CFO Co-Pilot'. Easby is a System of Engagement that connects to a company's current accounting software which remains the System of Record. Visit Easby Website About ROSE® ROSE is a Finance-as-a-Service (FaaS) leader, supporting a company's back office by harmonizing People, Processes, Technology, Organization, and Data to empower its clients to succeed. ROSE finance, accounting, and tax professionals provide clients with financial clarity while reducing financial complexity with Easby®. Easby is a system of engagement built on a market-leading, enterprise-grade, AI-enabled, hyper-automation platform that manages finance, accounting, and tax activities while securely converting data into insightful information and reducing financial complexity. Easby enhances a company's success by improving financial clarity while minimizing compliance related risks, including tax, DCAA/GovCon, Grant, SALT, and other regulatory compliance requirements. Find out why the Future of FaaS is Easby at: www.rosefinancial.com . Schedule an Introductory Call

Join us at the 3rd Annual Easby FaaS Conference in 2024, sponsored by ROSE, where innovation in Finance as a Service takes center stage. Explore AI-powered solutions, back office fortification, hyper-automation, and more.

At Rose Financial Solutions (ROSE®), we are dedicated to providing an exceptional Finance as a Service (FaaS) solution for startups, helping them navigate the complex financial landscape while ensuring regulatory compliance. We value our partnership with our clients such as Goldfish, a startup focused on revolutionizing seafood trade compliance.

NORTH BETHESDA, Md., June 21, 2023 – Rose Financial Solutions (ROSE), a Finance as a Service (FaaS) leader, is proud to announce the launch of its next-generation financial services and technology solution at its 2nd Annual FaaS Conference in June 2023. The cutting-edge solution marks a significant milestone in the FaaS industry by enabling organizations to […]