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Professional Services Automation (PSA) Stories

American Stories

Professional Services Automation (PSA) stories

Black Ore opens Tax Autopilot to thousands of CPA firms
Digital Transformation

Black Ore opens Tax Autopilot to thousands of CPA firms

The roll-out comes as firms face a mounting accountant shortage, with Black Ore claiming Tax Autopilot can slash return prep time by up to 98%.

By Sofiah Nichole Salivio • 4 min read • Last month
Pia joins Pax8 Marketplace with AI help desk automation
Digital Transformation

Pia joins Pax8 Marketplace with AI help desk automation

MSPs can now buy Pia’s aiDesk through Pax8, easing adoption of help desk automation as providers seek to cut routine ticket work.

By Catherine Knowles • 4 min read • Wed, 1st Apr 2026

Global Stories

Professional Services Automation (PSA) stories

Elite appoints Jake Simpson as Chief Sales Officer
Data Analytics

Elite appoints Jake Simpson as Chief Sales Officer

The legal technology provider is betting on stronger sales execution to win cautious law firm buyers and convert demand for finance software into growth.

By Sofiah Nichole Salivio • 4 min read • Last week
Legora raises USD $50 million more in Series D extension
Digital Transformation

Legora raises USD $50 million more in Series D extension

The fresh capital lifts Legora to USD $600 million in Series D funding as demand for legal AI tools accelerates across firms and in-house teams.

By Karen Joy Bacudo • 3 min read • This month
Karbon launches beta Gusto integration for payroll workflows
Digital Transformation

Karbon launches beta Gusto integration for payroll workflows

Accounting firms can now cut manual handoffs as payroll deadlines, approvals and client tasks flow into Karbon from Gusto.

By Karen Joy Bacudo • 4 min read • Last month
Sage adds AI tools for Intacct roll-outs & advisory
Software-as-a-Service

Sage adds AI tools for Intacct roll-outs & advisory

Finance teams could get Sage Intacct up and running faster as AI cuts manual work in new PwC-led roll-outs and advisory workflows.

By Sofiah Nichole Salivio • 4 min read • Last month
Xero launches AI-native operating system for small firms
Digital Transformation

Xero launches AI-native operating system for small firms

The new platform aims to cut routine bookkeeping for small firms by automating payments, reconciliation and tax prep while keeping users in control.

By Karen Joy Bacudo • 3 min read • Last month
Elite adds AI to flag dubious legal billing entries
Robotic Process Automation

Elite adds AI to flag dubious legal billing entries

Law firms could cut client disputes as Elite’s new tool spots subjective billing risks before invoices are submitted.

By Joseph Gabriel Lagonsin • 4 min read • Last month
Auctor raises USD $20 million for software implementation
DevOps

Auctor raises USD $20 million for software implementation

The funding gives the New York-based startup backing to tackle costly enterprise software roll-outs that often run late and over budget.

By Sean Mitchell • 5 min read • Last month
Tax Systems launches AI Assistant for cross-border tax
Document Management

Tax Systems launches AI Assistant for cross-border tax

Multinational tax teams could save hours each week as a new tool combines internal data with trusted cross-border research across 220 jurisdictions.

By Karen Joy Bacudo • 4 min read • Last month
WatchGuard & HaloPSA integrate security tools for MSPs
Firewalls

WatchGuard & HaloPSA integrate security tools for MSPs

MSPs can cut manual work and billing errors as WatchGuard security events, device data and licences flow into HaloPSA.

By Mark Tarre • 3 min read • Last month
AI prompts clients to question expert fees, report finds
DevOps

AI prompts clients to question expert fees, report finds

Clients are beginning to push for lower fees as AI fuels the belief that outside specialists can be replaced in-house, a report says.

By Kaleah Salmon • 4 min read • Last month
Boldyn expands project software to lift margin control
DevOps

Boldyn expands project software to lift margin control

Live project data has helped the telecoms infrastructure company cut spreadsheet use and improve gross margins by several points.

By Catherine Knowles • 5 min read • Last month
Harvey raises USD $200 million in AI legal funding
Digital Transformation

Harvey raises USD $200 million in AI legal funding

The legal AI company now counts more than 100,000 lawyers as users after the fresh round lifted its valuation to USD $11 billion.

By Mark Tarre • 4 min read • Thu, 26th Mar 2026
Rocketlane raises USD $60m to expand AI services platform
Software-as-a-Service

Rocketlane raises USD $60m to expand AI services platform

The funding will speed Rocketlane’s overseas push and deepen its AI tools as enterprise demand grows for services teams that can deliver AI rollouts.

By Sofiah Nichole Salivio • 3 min read • Thu, 26th Mar 2026

Stories from Other Regions

Professional Services Automation (PSA) stories

Holding Redlich adopts Westlaw Advantage to boost research
Digital Transformation

Holding Redlich adopts Westlaw Advantage to boost research

The move gives lawyers faster access to verified authorities as the firm tries to cut research risk and adapt to AI-heavy workflows.

By Sean Mitchell • 3 min read • Last month
Silverfin launches Talking Points for accounting firms
Data Analytics

Silverfin launches Talking Points for accounting firms

Accountants could turn routine compliance checks into client advisory meetings, with AI summaries helping firms keep a searchable record of actions.

By Catherine Knowles • 3 min read • Thu, 26th Mar 2026