Originally by: Chris Gaetano

2025-05-16T15:16:36.000Z

Makosi rolls out AI agent built specifically for EBP audits; OneStream announces new AI agents, other solutions; Suralink rolls out request-to-test solution; and other accounting tech news and updates.

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WISP Weekly Analysis. How is this story relevant to Cybersecurity and your Practice?

**Summary**:
Makosi’s new “EBP Eddy” AI agent automates employee-benefit-plan audits by extracting and validating plan data. OneStream introduced AI agents for financial consolidation, disclosures and close automation. Suralink’s “request-to-test” solution streamlines secure client document exchanges. While these tools boost efficiency, they heighten vendor-management and data-security demands. Accounting and tax professionals must update their WISP to include AI-vendor due diligence, enforce end-to-end encryption, maintain audit logs, and test incident-response plans for AI-driven workflows.

**Relevance Score**: 2
These product announcements carry indirect cyber implications—mainly vendor risk and data-protection needs—but pose no immediate threat vectors like phishing or ransomware.

**Category Tags**:
#WISPCompliance #ClientDataProtection #VendorRisk #SOC2

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