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Professional Services Automation (PSA) Stories - Page 2

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Professional Services Automation (PSA) stories

Litera brings Foundation 365 to Microsoft 365 Copilot
Customer Relationship Management

Litera brings Foundation 365 to Microsoft 365 Copilot

Law firms can now access client relationship data inside Microsoft 365 Copilot, a move aimed at boosting CRM use and cross-selling.

By Joseph Gabriel Lagonsin • 4 min read • Sat, 6th Jun 2026
Karbon launches Kai AI coworker for accounting firms
Software-as-a-Service

Karbon launches Kai AI coworker for accounting firms

Accounting firms could cut manual work as Karbon's early-access Kai AI uses platform data to draft tasks, insights and workflows.

By Karen Joy Bacudo • 4 min read • Sat, 6th Jun 2026
WatchGuard named Omdia champion for MSP cybersecurity
Digital Transformation

WatchGuard named Omdia champion for MSP cybersecurity

The ranking underscores growing demand for simpler cybersecurity platforms as MSPs consolidate vendors to cut complexity and widen services.

By Sean Mitchell • 3 min read • Fri, 5th Jun 2026
N-able adds HaloPSA link to automate backup tickets
Data Protection

N-able adds HaloPSA link to automate backup tickets

Managed service providers could cut duplicate alerts and speed backup recovery, as incidents now flow automatically into HaloPSA tickets.

By Sean Mitchell • 3 min read • Wed, 27th May 2026
Legora opens Singapore & Tokyo offices in Asia-Pacific
Digital Transformation

Legora opens Singapore & Tokyo offices in Asia-Pacific

The move gives the legal AI group a base in three major regional markets as demand rises from firms handling cross-border work.

By Sofiah Nichole Salivio • 4 min read • Wed, 27th May 2026
Elite launches advisory services unit for law firms
Data Analytics

Elite launches advisory services unit for law firms

Law firms facing billing and collections pressure will get executive-level guidance on cloud migration, compliance and reporting.

By Sean Mitchell • 4 min read • Wed, 13th May 2026
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 • Sat, 9th May 2026
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 • Mon, 4th May 2026
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 • Fri, 1st May 2026
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 • Wed, 22nd Apr 2026
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 • Mon, 20th Apr 2026

Stories from Other Regions

Professional Services Automation (PSA) stories

Ramp launches AI-native Stack for accountants at firms
Digital Transformation

Ramp launches AI-native Stack for accountants at firms

Accountancy firms could cut month-end close work by half on some clients, as the new system automates reconciliations, entries and reviews.

By Karen Joy Bacudo • 4 min read • Fri, 5th Jun 2026
Laurel & Dayshape join forces to cut revenue leakage
Enterprise Resource Planning

Laurel & Dayshape join forces to cut revenue leakage

Professional services firms may recover unbilled work as two software providers link planning data with automated tracking to curb margin loss.

By Mark Tarre • 4 min read • Thu, 4th Jun 2026
Firm360 launches Claude connector for accounting firms
Data Protection

Firm360 launches Claude connector for accounting firms

Accounting partners can now query live practice data in seconds, as Firm360's new beta tool targets billing and profitability decisions.

By Karen Joy Bacudo • 4 min read • Thu, 4th Jun 2026
Voice as a modern growth lever for MSPs
Unified Communications

Voice as a modern growth lever for MSPs

MSPs risk losing deals and margin unless they bundle Teams-aligned calling, as customers demand simpler vendors and tighter integration.

By Will Morey • 5 min read • Thu, 28th May 2026
Canopy launches AI coworker for accounting automation
Customer Relationship Management

Canopy launches AI coworker for accounting automation

Accounting firms could cut admin bottlenecks as Canopy’s new AI tool handles onboarding, billing checks and document chasing inside its platform.

By Karen Joy Bacudo • 4 min read • Tue, 5th May 2026
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 • Thu, 30th Apr 2026
UK project firms shift from AI trials to ROI gains
DevOps

UK project firms shift from AI trials to ROI gains

Nearly half of UK project firms are seeing productivity or cost gains from AI as they shift it into day-to-day operations and seek ROI.

By Shannon Williams • 4 min read • Thu, 23rd Apr 2026