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北京时间·🕒 发布 07-14 20:40:14时区推断·⟳ 抓取 16:52:38回填·⚡ 决策 07-15 16:54:39·104.2 天前
Intapp 将 Moody’s 数据接入 Celeste AI 工作流
这是 Intapp 与 Moody’s 既有战略合作的产品集成扩展，主要是工作流和数据接入能力更新。
📄 原文INTA↗ 原文
Celeste now surfaces Moody’s credit risk, entity screening, and ownership data at the moment of decision — through natu…
不做 Intapp（INTA.US）
未披露金额、客户增量或收入贡献的合作集成公告，属于超大/中大型软件公司的软催化，缺少短周期可量化 edge，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-14 · 扩散 low · price-in 风险 medium ↗
关键理由
- 这是 Intapp 与 Moody’s 既有战略合作的产品集成扩展，主要是工作流和数据接入能力更新。
- 公告明确称 Intapp 侧无额外授权费用，未披露新增订单、收入增量、客户签约或利润影响。
- 对 Moody’s 和 Intapp 都更像企业软件营销与产品路线图更新，缺少短周期可量化重定价催化。
主要风险
- 若后续披露大客户采用、付费转化或 Moody’s 数据订阅增量，事件性质才可能升级。
原文全文
展开原文 · 4,260 字
Celeste now surfaces Moody’s credit risk, entity screening, and ownership data at the moment of decision — through natural conversation and without disrupting the workflow
PALO ALTO, Calif. – July 14, 2026 – Deal professionals and risk teams spend significant time switching between platforms to gather counterparty intelligence — often at the precise moment a decision is in motion. Intapp (NASDAQ: INTA) today announced an expansion of its strategic partnership with Moody’s that helps reduce that friction.
Clients across the legal, private capital, and accounting verticals will benefit from new integration between Moody’s data and Intapp Celeste, Intapp’s agentic AI platform purpose-built for professional firms.
Through natural conversation, Celeste surfaces Moody’s financial risk intelligence, entity screening results, ownership structures, and company intelligence directly within the workflows professionals use every day — no context-switching required. By moving from data access to embedded intelligence, Intapp and Moody’s enable clients to unlock greater value:
Deal professionals can surface Moody’s counterparty risk signals, ownership structures, and financial health indicators directly within Intapp DealCloud at the moment of decision — enabling faster, better-informed deal execution.
Professional services firms can directly access Moody’s entity and ownership data within new business intake and conflicts workflows — accelerating client onboarding and strengthening regulatory defensibility.
Private capital and accounting firms can directly access Moody’s credit signals and counterparty screening during portfolio monitoring, fund diligence, and entity verification — reducing manual research and context switching while accelerating decision-making.
“Professional services firms operate in high-stakes, relationship-intensive environments where decisions carry long-term consequences,” said Helen Rider, Head of Global Sales at Moody’s. “Moody’s data has always been designed for exactly these moments — and our expanded partnership with Intapp now puts that intelligence inside Intapp’s AI-native workflows. That’s the kind of embedded intelligence that changes how professional services firms operate.”
The Celeste and Moody’s integration is built on the Model Context Protocol (MCP), an emerging open standard for connecting AI systems to external data sources and tools. Moody’s MCP server allows its data and analytics to be accessed programmatically by AI platforms like Celeste, enabling richer, more contextual responses grounded in structured financial intelligence.
“Celeste was designed to meet professionals in their workflow — not pull them out of it,” explained Don Coleman, Chief Operating Officer at Intapp. “Integrating Moody’s intelligence through MCP is a perfect expression of that vision. Our clients can now surface counterparty risk, credit signals, and entity data through a natural conversation with Celeste, without breaking their concentration or their process. This sets a new standard for how AI serves professional services — and marks a meaningful next chapter in our partnership with Moody’s.”
The Celeste and Moody’s MCP integration is available now to Intapp customers with an active Moody’s data subscription. Existing customers can activate the integration through their Intapp customer success team; no additional licensing is required on the Intapp side.
For more information, visit intapp.com/celeste or contact your Intapp account representative.
About Intapp
Intapp (NASDAQ: INTA) is the governed AI platform for professional firms in highly regulated industries. Intapp’s vertically tailored agentic solutions are built for the specialized workflows, complex relationship networks, and professional compliance requirements of accounting, consulting, investment banking, law, private capital, and real assets firms. By applying Firm AI to core processes and data, Intapp helps partners, dealmakers, and advisors drive firm growth, manage compliance, and improve profitability. Learn why the world’s top firms trust Intapp’s industry-specific enterprise solutions at intapp.com .
Media contacts
Emily Martinez
Global Media and Communications Director
Intapp
press@intapp.com
PALO ALTO, Calif. – July 14, 2026 – Deal professionals and risk teams spend significant time switching between platforms to gather counterparty intelligence — often at the precise moment a decision is in motion. Intapp (NASDAQ: INTA) today announced an expansion of its strategic partnership with Moody’s that helps reduce that friction.
Clients across the legal, private capital, and accounting verticals will benefit from new integration between Moody’s data and Intapp Celeste, Intapp’s agentic AI platform purpose-built for professional firms.
Through natural conversation, Celeste surfaces Moody’s financial risk intelligence, entity screening results, ownership structures, and company intelligence directly within the workflows professionals use every day — no context-switching required. By moving from data access to embedded intelligence, Intapp and Moody’s enable clients to unlock greater value:
Deal professionals can surface Moody’s counterparty risk signals, ownership structures, and financial health indicators directly within Intapp DealCloud at the moment of decision — enabling faster, better-informed deal execution.
Professional services firms can directly access Moody’s entity and ownership data within new business intake and conflicts workflows — accelerating client onboarding and strengthening regulatory defensibility.
Private capital and accounting firms can directly access Moody’s credit signals and counterparty screening during portfolio monitoring, fund diligence, and entity verification — reducing manual research and context switching while accelerating decision-making.
“Professional services firms operate in high-stakes, relationship-intensive environments where decisions carry long-term consequences,” said Helen Rider, Head of Global Sales at Moody’s. “Moody’s data has always been designed for exactly these moments — and our expanded partnership with Intapp now puts that intelligence inside Intapp’s AI-native workflows. That’s the kind of embedded intelligence that changes how professional services firms operate.”
The Celeste and Moody’s integration is built on the Model Context Protocol (MCP), an emerging open standard for connecting AI systems to external data sources and tools. Moody’s MCP server allows its data and analytics to be accessed programmatically by AI platforms like Celeste, enabling richer, more contextual responses grounded in structured financial intelligence.
“Celeste was designed to meet professionals in their workflow — not pull them out of it,” explained Don Coleman, Chief Operating Officer at Intapp. “Integrating Moody’s intelligence through MCP is a perfect expression of that vision. Our clients can now surface counterparty risk, credit signals, and entity data through a natural conversation with Celeste, without breaking their concentration or their process. This sets a new standard for how AI serves professional services — and marks a meaningful next chapter in our partnership with Moody’s.”
The Celeste and Moody’s MCP integration is available now to Intapp customers with an active Moody’s data subscription. Existing customers can activate the integration through their Intapp customer success team; no additional licensing is required on the Intapp side.
For more information, visit intapp.com/celeste or contact your Intapp account representative.
About Intapp
Intapp (NASDAQ: INTA) is the governed AI platform for professional firms in highly regulated industries. Intapp’s vertically tailored agentic solutions are built for the specialized workflows, complex relationship networks, and professional compliance requirements of accounting, consulting, investment banking, law, private capital, and real assets firms. By applying Firm AI to core processes and data, Intapp helps partners, dealmakers, and advisors drive firm growth, manage compliance, and improve profitability. Learn why the world’s top firms trust Intapp’s industry-specific enterprise solutions at intapp.com .
Media contacts
Emily Martinez
Global Media and Communications Director
Intapp
press@intapp.com
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