Anthropic Named the 10 Workflows It's Automating at Accounting Firms
Anthropic's 10 finance AI agents — GL Reconciler, Month-End Closer, Financial Statement Auditor — are enterprise-only. Here's what your firm can do now.
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Anthropic's 10 finance AI agents — GL Reconciler, Month-End Closer, Financial Statement Auditor — are enterprise-only. Here's what your firm can do now.
Read issue →Intapp reported Q3 FY2026 results on May 5, 2026. Here's what the ARR growth and Celeste AI adoption signal for accounting and law firms.
Read issue →Lexis+ with Protégé launched Feb 2026. $250–475/user/mo, Shepard's Citations built-in, 15% cheaper than CoCounsel. Is it worth it for a small law firm?
Read issue →The AI tools that work by practice area in 2026: tax prep, contract review, and consulting deliverables. Comparisons for 5–50 person firms.
Read issue →AI voice cloning fraud hit 800 accounting firms in 2026 with 27% click rates. How a 10-person firm defends—no IT department needed.
Read issue →Clio Work added agentic AI in April 2026. Here's what it does, which workflows benefit most, and whether it's worth upgrading for a 5–15 attorney firm.
Read issue →A federal judge blocked Colorado's AI Act enforcement on April 28. What the court stay means for your professional services firm's June 30 preparation.
Read issue →Free, copyable AI policy template for small law and accounting firms. Covers ABA Opinion 512, three-tier tool classification, and a 30-minute rollout checklist.
Read issue →PracticePanther launched PantherAccounting Plus in April 2026 — native IOLTA trust accounting. Does it actually replace QuickBooks for small law firms?
Read issue →Ramp launched AI procurement agents in 2026. Here's what they do, who they're for, and whether a small professional services firm should evaluate them.
Read issue →Three AI-native law firms raised $305M in 2026. What Manifest OS, Norm Law, and Eudia Counsel mean for your 5–20 attorney practice — and what to do now.
Read issue →AI proposal software for law, accounting, and consulting firms — tool comparison, pricing, ROI data, and implementation guide for 5–50 person firms.
Read issue →Anthropic, Blackstone, and Goldman just launched a $1.5B enterprise AI services firm. Here's what it means for professional services firm owners.
Read issue →Connecticut SB 5 requires AI hiring notification by October 1, 2026. Here's what staffing firms, law firms, and accounting firms must do to comply.
Read issue →US Census data: 62% of professional services firms use generative AI — second only to financial services (63%). Here's what the BTOS means for your firm.
Read issue →Colorado SB26-189 introduced May 1. ADMT bill delays AI enforcement to Jan 2027. What professional services firms must do before session ends May 13.
Read issue →Intuit extended the free beta to June 30 and added AI features: Intelligence Chat, Proactive Dashboard, AI-Assisted Requests. Pricing starts July 1.
Read issue →Microsoft launched a Legal AI Agent inside Word on April 30, 2026. Here's what it does, who can access it, and how small law firms should think about it.
Read issue →The NY Fed found workers who want AI training most use it least. At professional services firms, that's your support staff. Here's how to fix it in 4 steps.
Read issue →Pilot's autonomous AI bookkeeping targets your clients, not your firm. What small CPA firms must do — and the Botkeeper collapse as a vendor risk warning.
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