Amelio AI Named Winner of Tax & Accounting Technology Innovation Awards

HICKSVILLE, N.Y., Nov. 10, 2026 /CourierPR/ -- Amelio AI, a platform founded and led by CPAs, has been named a winner of the 2026 Tax & Accounting Technology Innovation Awards from CPA Practice Advisor. The awards, now in their 23rd year, recognize new technologies that help tax and accounting professionals work more efficiently.

The 2026 Tax & Accounting Technology Innovation Awards, organized by CPA Practice Advisor, have been a staple in the industry for the past 23 years. These awards celebrate the latest advancements in technology that are specifically tailored to the needs of tax and accounting professionals. This year, the competition was particularly focused on technologies that incorporate AI, as most of the nominees had AI at the core of their offerings.

Amelio AI, a workflow and methodology platform for accounting firms, was one of six winning products. Founded and led by CPAs, Amelio AI is designed to help firms adopt AI in their audit and accounting workflows while maintaining the necessary controls and consistency required by their standards. The platform, which sits alongside a firm’s existing engagement, document, and practice management systems, allows firms to define their own forms, workflows, and methodologies.

Amelio AI, the intelligence layer built into the platform, includes several key features. WorkPaperAI, for instance, allows firms to teach the system a skill once, using prior year workpapers and the firm's own rules for how that workpaper should be built. When that step comes up in the workflow, the skill is available, and staff can upload the client’s PBC schedules, source documents, and prior-year workpapers, with WorkPaperAI preparing the current-year workpaper according to the firm's instructions.

Another feature, Amelio Risk Assessment AI, assists in the audit planning process. Staff upload the client's source documents, and the AI reviews them alongside the existing risk assessment and other engagement information. It suggests new risks and updates to existing ones, rates them, and fills in the risk assessment. The auditor reviews each suggestion and accepts or adjusts it before applying. Once applied, Amelio's workflow logic shows the audit procedures that follow from each audit area, assertion, and risk rating, and any WorkPaperAI skill tied to those procedures is ready to run.

Alli, an assistant in Microsoft Teams, helps staff manage their work. They can ask it plain-language questions about deadlines, open work, and engagement status, and it answers from the firm's data in Amelio and flags items that need attention.

Amelio AI's capabilities are designed to work within the firm's defined rules and standards, ensuring that everything it prepares is reviewed and approved by a professional before it is final. The platform, which can be used as a standalone product or as the full suite, includes configurable templates, role-based controls, and extensive APIs, allowing firms to manage their processes their way.