Citrin Cooperman Forms Strategic Partnership with Priority Software to Enhance Digital Transformation Solutions for the Middle Market with AI Cloud ERP

New Strategic Alliance Unveiled

On December 18, 2025, Citrin Cooperman Advisors LLC, a prominent provider of professional services for private, middle-market businesses and high-net-worth individuals, announced a strategic alliance with Priority Software Ltd. This partnership marks a significant step in enhancing the technological landscape for clients across various sectors, including manufacturing, distribution, and professional services. The collaboration is focused on delivering advanced ERP solutions powered by artificial intelligence in a cloud environment.

Partnership Benefits

As part of this alliance, Citrin Cooperman’s Digital Services practice has been appointed as Priority Software’s premier implementation provider in the United States. This means Citrin Cooperman will leverage its extensive industry expertise to assist clients in seamlessly integrating Priority Software’s innovative solutions. The strategic partnership is expected to accelerate Priority Software’s growth in North America, enabling the company to offer a flexible, highly configurable, and scalable ERP platform, equipped with embedded AI capabilities (aiERP). This technology has garnered recognition from industry leaders, including Gartner and IDC, for being both innovative and cost-effective for middle-market businesses.

Impact on Efficiency and Insight

Alan Badey, CEO of Citrin Cooperman Advisors LLC, highlighted the mutual benefits of this alliance, stating that it enhances their ability to provide clients with practical and scalable technologies designed to improve efficiency and performance. The focus here is not just on technology but on generating real business insights that can positively impact organizational performance. With Priority Software’s advanced capabilities aligning with client needs, there’s a significant opportunity for businesses to modernize their operations.

Growth Potential in the U.S. Market

The sentiment is shared by Sagive Greenspan, CEO of Priority Software, who expressed enthusiasm for working with an established implementation provider like Citrin Cooperman. As Priority Software continues to grow in the U.S. market, the alliance is seen as a critical component to accelerating their journey. The combination of Citrin Cooperman’s advisory skills and industry knowledge with Priority’s state-of-the-art technology is expected to yield substantial value for clients, ensuring they are not only adopting modern technologies but are also future-proofing their businesses.

Enhancing the Digital Services Ecosystem

This strategic alliance represents a vital enhancement to Citrin Cooperman’s expanding ecosystem of digital platforms. By integrating Priority Software into its suite of technology providers, Citrin Cooperman solidifies its status as a leading advisor for middle-market companies navigating the challenges of technology modernization. This partnership reaffirms Citrin Cooperman’s commitment to equipping organizations with the tools necessary to thrive in increasingly competitive environments.

Initial Client Engagements on the Horizon

The partnership is set to see initial joint client engagements commencing in early 2026, signaling a proactive approach to harnessing the synergies between both organizations. As businesses increasingly rely on technology to drive efficiency and growth, this alliance is poised to deliver meaningful solutions tailored to the unique needs of modern companies.

About Citrin Cooperman

Founded as a premier accounting and advisory firm, Citrin Cooperman has established itself as a go-to resource for private, middle-market businesses and high-net-worth individuals. The firm boasts over 3,300 professionals dedicated to making a significant impact in the lives of its clients and communities. Ranked among the fastest-growing top 20 firms in the U.S., Citrin Cooperman emphasizes outstanding client service, professional excellence, and deep industry expertise, all fostering a dynamic and innovative culture.

About Priority Software

Priority Software stands out as a leading provider of comprehensive business management solutions, including ERP and industry-specific systems for retail and hospitality. What sets Priority apart is its successful melding of AI technology with cloud-based architecture, providing businesses with flexible, scalable solutions. Their innovative platforms are designed to deliver real-time insights, enhance operational efficiency, and elevate customer experiences, servicing over 75,000 customers in 70 countries globally.

James

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