Will Embedding Crunchafi’s Lease Engine Into Guided Assurance Change Thomson Reuters' (TSX:TRI) Narrative?

• On 4 December 2025, Crunchafi announced a partnership with Thomson Reuters to embed Crunchafi’s lease accounting engine into Guided Assurance, part of the Cloud Audit Suite, allowing audit and accounting professionals to automate lease workflows within their existing Thomson Reuters environment.
• This integration aligns Crunchafi’s automated lease calculations with Thomson Reuters’ PPC methodology, aiming to reduce manual work, errors, and training time for audit teams while keeping them in a single workflow.
• We’ll now examine how embedding Crunchafi’s lease automation into Guided Assurance could reinforce Thomson Reuters’ AI workflow strategy and long-term earnings narrative.

This technology could replace computers: discover 27 stocks that are working to make quantum computing a reality.

Thomson Reuters Investment Narrative Recap

To own Thomson Reuters, you need to believe its AI led workflow strategy can offset rising competition in legal, tax and accounting software, despite recent earnings pressure and a premium valuation. The Crunchafi integration looks directionally supportive of that workflow vision, but is unlikely to materially change the near term earnings drag from acquisition integration risk or the challenge of proving clear ROI on its larger AI investment spend.

The Crunchafi news also builds on Thomson Reuters’ November 2025 partnership with Fieldguide, which embedded Guided Assurance into Fieldguide’s agentic AI platform. Together, these moves show how Thomson Reuters is trying to keep tax and audit professionals inside its ecosystem, a potentially important support for its revenue growth ambitions at a time when new AI competitors and in house tools are testing the value of its proprietary content and workflows.

But while partnerships help the AI story, investors should be aware that...

Read the full narrative on Thomson Reuters (it's free!)

Thomson Reuters’ narrative projects $9.2 billion revenue and $2.1 billion earnings by 2028. This requires 7.8% yearly revenue growth and about a $0.5 billion earnings increase from $1.6 billion today.

Uncover how Thomson Reuters' forecasts yield a CA$267.74 fair value, a 47% upside to its current price.

Exploring Other Perspectives

Four members of the Simply Wall St Community see Thomson Reuters’ fair value between CA$186 and CA$268, highlighting very different expectations. You can weigh these views against concerns about intense AI competition potentially diluting the value of Thomson Reuters’ core legal and tax content over time.

Explore 4 other fair value estimates on Thomson Reuters - why the stock might be worth just CA$186.45!

Build Your Own Thomson Reuters Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Thomson Reuters research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Thomson Reuters research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Thomson Reuters' overall financial health at a glance.

Ready To Venture Into Other Investment Styles?

Markets shift fast. These stocks won't stay hidden for long. Get the list while it matters:

• These 9 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.
• We've found 12 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.
• Uncover the next big thing with financially sound penny stocks that balance risk and reward.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com