https://advisoraistack.com/new-releases/ Curated, human-reviewed notes on new AI products and major updates relevant to CPAs, financial advisors and insurance agents. en-us https://advisoraistack.com/new/deepvest-planlab/https://advisoraistack.com/new/deepvest-planlab/Thu, 15 Oct 2026 12:00:00 GMTDeepVest launched PlanLab, a financial planning module for advisors that links 11 planning areas in one interactive plan, pairing deterministic calculators (Social Security, Roth conversions, RMDs, estate tax, gifting) with an AI assistant whose recommendations need advisor approval. For RIAs and advisors who juggle separate planning, CRM and portfolio tools. PlanLab is pitched as one connected plan that shows how a change in one area (say, delaying retirement) affects the rest, and that keeps updating as client data changes. https://advisoraistack.com/new/vertafore-policy-intake-policy-check-agents/https://advisoraistack.com/new/vertafore-policy-intake-policy-check-agents/Thu, 15 Oct 2026 12:00:00 GMTVertafore made two AI agents generally available for independent agencies: Policy Intake, which extracts policy data from documents into the agency management system, and Policy Check, which compares issued policies against AMS data and source documents and flags mismatches. For independent P&C agencies on Vertafore’s AMS360 (and Sagitta, in early access). Re-keying policies that don’t come through carrier download, and checking issued policies line by line, are manual jobs these agents target. https://advisoraistack.com/new/digits-write-mcp-locked-periods/https://advisoraistack.com/new/digits-write-mcp-locked-periods/Tue, 13 Oct 2026 12:00:00 GMTDigits added write access to its MCP server, so AI agents such as Claude, ChatGPT or Cursor can edit transactions, bills, invoices and the chart of accounts, plus Locked Periods, which route any edit to a closed month into a review queue. For bookkeepers and CPA firms on Digits who want AI agents to do ledger work, not just read it. Locked Periods are meant to keep agent (and staff) edits to closed months from posting without a manager’s approval. https://advisoraistack.com/new/gusto-pro-multi-client-mcp/https://advisoraistack.com/new/gusto-pro-multi-client-mcp/Wed, 07 Oct 2026 12:00:00 GMTGusto rebuilt Gusto Pro, its dashboard for accounting firms, with AI-assisted payroll prep, automated reporting, Gmail and Outlook connectors and an assistant called Pro Gus, and launched a multi-client MCP that lets firms work across many client companies from one AI chat. For accounting firms that run payroll for small-business clients on Gusto. The update aims to move payroll prep (pulling hours from emails, spotting changes, running reports) to AI, with the accountant approving each change.