Moody's and Intapp are expanding a partnership that began in 2023, bringing Moody's connected intelligence directly into Celeste, Intapp's AI platform purpose-built for professional services firms. Deal professionals, lawyers, and advisors can now surface Moody's credit risk assessments, entity screening, and ownership data through natural conversation inside the workflows where they already operate.
Intelligence at the moment of decision without platform-switching or manual research detours.
Why this matters now
In professional services, the highest-stakes decisions happen under regulatory scrutiny with compressed timelines. Brining Moody’s connected intelligence into Celeste means deal teams access counterparty risk signals during execution, entity and ownership data is surfaced inside intake and conflicts workflows and credit signals are embedded in diligence stages. All grounded in Moody's decision-grade intelligence connecting a knowledge graph spanning 600M+ entities, 2B+ ownership structures, and decades of proprietary credit and risk intelligence.
What this means in practice
- Deal professionals using DealCloud get counterparty risk signals, ownership structures, and financial health indicators surfaced at the point of decision, enabling faster and better-informed deal execution.
- Law firms gain direct access to Moody's entity and ownership data within new business intake and conflicts workflows, accelerating onboarding and strengthening regulatory defensibility.
- Private capital and accounting firms can embed Moody's credit signals and counterparty screening into portfolio monitoring, fund diligence, and entity verification, reducing the manual research and context-switching that slow high-stakes decisions.
Getting started
The Celeste and Moody's MCP integration is available now for Intapp customers with an active Moody's data subscription. Existing customers can activate through their Intapp customer success team with no additional licensing required on the Intapp side.