INTA
Another logo for the trophy wall
Intapp just landed another customer story: Forvis Mazars Capital Advisors is selecting DealCloud with Celeste as part of its firmwide agentic AI strategy. Translation? This isn’t just AI theater with a shiny keynote slide — it’s a real-world workflow upgrade for a financial advisory shop that wants its team to move faster and smarter.
Why investors should care
For Intapp, every new customer using DealCloud with Celeste is a reminder that the company’s AI pitch is getting embedded into actual business processes. That matters because software vendors don’t live on buzzwords alone; they live on adoption, renewals, and the kind of “oh wow, this saves us time” moment that gets budgets opened.
- Forvis Mazars Capital Advisors is the latest firm to choose the stack
- The deal centers on agentic AI, which is the industry’s favorite way of saying “the software does more of the boring stuff for you”
- It adds another data point to Intapp’s push to make DealCloud more than a CRM with a fancy name
Big picture
This is the sort of announcement that won’t make anyone throw confetti, but it does help Intapp keep building a narrative: AI isn’t just something it talks about, it’s something customers are actually buying. In software land, that’s half the battle.