ROSE Report: Smarter Systems. Higher Standards.

Issue 111 - ROSE Report: Smarter Systems. Higher Standards.

154 Firms Just Lost Their 8(a) Status. Here's What That Means for Your Business

The SBA just sent termination letters to 154 firms in the 8(a) program after an eligibility review found they exceeded statutory limits for economic disadvantage. One firm had $35 million in total assets — five times the cap. Another reported a net worth north of $24 million...

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The AI Stack: From Rules-Based Automation to Intelligent Finance Agents

How Workflow, Machine Learning, and Generative AI Are Eliminating Busy Work — Without Losing Control. For years, finance automation meant one thing: workflow. Tasks moved from one person to another. Rules were applied. Approvals were logged. Reports were generated. It helped — but it didn’t fundamentally change how finance teams work...
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