Research

AI in Accounting Report 2026: Adoption Rates, Time Savings, and the Automation Index

The Ledgerism Editorial Team
By The Ledgerism Editorial Team · The Ledgerism Brief Editorial Team produces original, methodology-disclosed accounting and tax research—data trackers, databases, and reference guides built to be the most-cited source in the field. Every figure is verified against primary sources including FASB, the IRS, the PCAOB, NASBA, the AICPA, and state boards of accountancy.
Published Jun 30, 2026
AI in Accounting Report 2026 cover, The Ledgerism Brief

The Ledgerism Brief — ledgerism.net
Last updated: 2026-06-29. All figures labeled with source, year, sample size, and population.

This briefing compiles verified survey data on how fast artificial intelligence and automation are being adopted across the accounting profession, broken down by firm size and practice area (audit, tax, advisory, bookkeeping). It introduces the original Ledgerism Accounting Automation Index (AAI), a transparent composite that tracks adoption across firm size and practice area against a 2024 base period.

A note on certainty before any numbers: there is no single, government-grade census of AI use in accounting. Every adoption figure below comes from a named industry or vendor survey, each with a specific sample and population. Where surveys disagree or where a vendor measures its own customer base, that is stated. Figures that could not be traced to a primary source were excluded.

Executive summary

Key findings

  1. Organizational generative AI adoption across professional services (legal, tax, audit, accounting, risk) rose to 22% in 2025 from 12% in 2024 (Thomson Reuters Future of Professionals 2025, n=2,275, Feb-Mar 2025, global).
  2. Tax, audit, and accounting firm enterprise GenAI adoption nearly tripled to 21% in 2025 from 8% in 2024 (Thomson Reuters, 2025, global).
  3. Weekly AI use for tax research among US tax professionals reached 60% in 2026, up from 33% in 2025 (Blue J / CPA.com AI Tax Research Outlook, n=1,000+, 2026, US).
  4. 95% of US accounting firms adopted automation technology in the prior 12 months as of April 2025 (Intuit QuickBooks Accountant Technology Survey, n=700, US).
  5. 46% of US accounting professionals reported using AI daily in 2025, versus 28% of small businesses (Intuit QuickBooks, n=700 accountants and n=2,200+ small businesses, April 2025, US).
  6. Payroll processing (47%), accounts payable/receivable (46%), and data entry/transaction processing (43%) were the top automated functions among US accounting firms in 2025 (Intuit QuickBooks, n=700, US).
  7. 64% of US accounting firms planned to invest in or upgrade AI in the next year, up from 57% in 2024 and 48% in 2023 (Intuit QuickBooks, 2025, US).
  8. Average planned technology investment per US firm over the next 12 months was about $20,000 as of April 2025 (Intuit QuickBooks, n=700, US).
  9. 71% of tax professionals believed GenAI should be applied to daily work in 2025, up from 52% in 2024 (Thomson Reuters, 2025, global).
  10. The top GenAI use cases among tax and accounting professionals in 2025 were tax research (77%), tax return preparation (63%), and tax advisory (62%) (Thomson Reuters, 2025, global).
  11. 84% of US tax professionals agreed AI saves time in 2026 (Blue J / CPA.com, n=1,000+, US).
  12. AI delivered an average 5.4 hours per week of gross time savings across finance teams, but 69% of that gain was lost to rework, training, or new non-value-added tasks (Gartner 2024 Productivity Impact of AI Survey, as cited in CPA.com 2025 AI in Accounting Report).
  13. Managing technology and AI change ranked No. 1 among issues CPA firms expect to be most impactful over the next five years (AICPA PCPS Top Issues Survey, n=629, April-May 2026, US).
  14. Only 24% to 27% of organizations reported adequate AI-skilled talent, IT readiness, or regulatory preparedness in late 2025 (AICPA & CIMA global executive survey, n=1,735, Fall 2025, 8 regions).
  15. AI accounting startup Basis reached a $1.15 billion valuation in February 2026 and is used by roughly 30% of the top 25 US accounting firms (Bloomberg; CPA Practice Advisor, 2026).

Section 1: Headline adoption rates

Adoption depends heavily on the question asked. “Have you ever tried AI” produces high numbers. “Does your organization actively use generative AI in production” produces lower ones. The two most rigorous cross-professional readings come from Thomson Reuters.

Active organizational use of generative AI rose to 22% in 2025 from 12% in 2024 across the professional-services population Thomson Reuters surveyed (legal, tax, audit, accounting, risk, trade). For tax, audit, and accounting firms specifically, enterprise GenAI adoption nearly tripled to 21% in 2025 from 8% in 2024. Source: Thomson Reuters, Future of Professionals Report 2025; data gathered February and March 2025 from 2,275 responses globally, of which 594 were tax, audit, trade, and accounting professionals.

A vendor survey of accounting professionals shows much higher day-to-day usage. 95% of US accounting firms adopted at least one automation technology in the prior year, and 46% of accounting professionals used AI daily, per the 2025 Intuit QuickBooks Accountant Technology Survey (n=700 US accounting professionals; fieldwork April 2025; 76% from firms with 0-99 employees; conducted via Pollfish with post-stratification to census data). The gap between Thomson Reuters’ 21% “enterprise adoption” and Intuit’s 46% “daily use” is a definitional gap, not a contradiction: one measures formal organization-wide deployment, the other measures individual usage including informal tools.

Limitation: The Intuit survey is commissioned by a software vendor whose customers are accountants, which can bias the sample toward technology-engaged firms. Thomson Reuters is also a vendor (tax and accounting software), though its sample spans multiple professions and includes non-customers.

Section 2: Adoption by practice area

No single survey measures audit, tax, advisory, and bookkeeping adoption on one identical scale. The clearest picture comes from combining the strongest practice-specific reading for each area. These are not directly comparable across rows because the surveys, populations, and definitions differ; that limitation is the reason the Automation Index below normalizes them.

Practice area Best available adoption signal Year Source Sample
Tax research 60% use AI for tax research at least weekly (up from 33% in 2025) 2026 Blue J / CPA.com AI Tax Research Outlook 1,000+ US tax pros
Tax return prep / compliance 63% cite tax return prep as a GenAI use case; some firms report 80%+ automation of individual return prep 2025 Thomson Reuters 2025; CPA.com 2025 (vendor-reported) 594 tax/audit/acct (TR)
Bookkeeping / transaction work 95% of firms adopted automation; data entry 43%, AP/AR 46%, payroll 47% 2025 Intuit QuickBooks Accountant Tech Survey 700 US accountants
Advisory 93% used AI to enhance advisory services; 79% expect advisory volume to grow ~38% 2025 Intuit QuickBooks Accountant Tech Survey 700 US accountants
Audit Characterized as “slow but strategic”; LLM research tools cut document analysis time 50%+ (vendor-reported) 2025 CPA.com 2025 AI in Accounting Report qualitative synthesis

The directional finding is consistent across sources: automation is most mature in repetitive, rules-based work (bookkeeping, transaction coding, individual return preparation) and least mature in audit, where regulatory and liability complexity slows deployment. Advisory sits in between, with AI used to augment rather than automate.

Strong limitation on audit: The CPA.com 2025 AI in Accounting Report is a qualitative synthesis built from a symposium, vendor and practitioner interviews, and “firsthand observations.” It is not a probability sample and reports no sample size. Its audit figures (50%+ document-analysis time reduction, 80%+ individual return automation) are vendor-reported point examples, not survey averages. Treat them as illustrative ceilings, not profession-wide rates.

Section 3: Adoption by firm size

Two surveys provide firm-size structure. Thomson Reuters reported the size distribution of its tax-firm respondents: 19% had 1 to 3 employees, 33% had 4 to 29, and 45% had 30 or more (Future of Professionals 2025). Intuit reported that 76% of its accounting respondents came from firms with 0 to 99 employees and 24% from firms with 100 or more (2025 Accountant Technology Survey).

The AICPA PCPS Top Issues Survey is the best Tier-1 source on how firm size shapes priorities. It pooled 629 US firms into six size bands, from sole practitioners to firms with more than 500 staff, with fieldwork from April 20 to May 22, 2026. Managing technology and AI change ranked No. 1 for the impact firms expect over the next five years across every size band. In current (not future) rankings, the top issue varied by size: tax law complexity led for sole practitioners and firms up to 10 employees, hiring experienced staff led for firms of 11 to 30, and next-generation leadership development led for firms of 31 to 100.

The cross-cutting pattern: smaller firms adopt cheaper point tools faster on a per-seat basis but lack governance capacity, while larger firms deploy enterprise platforms more formally. 80% of accounting respondents reported difficulty hiring experienced professionals (Intuit, 2025), which is a structural driver of automation demand across all sizes.

Section 4: Time savings and ROI

Time savings is the most-claimed and least-audited benefit. Read each figure with its qualifier.

Thomson Reuters projected that, at the current pace of adoption, professionals could free roughly 5 hours per week, or about 240 hours per year. The widely quoted 240-hours and $19,000-per-professional value figures were modeled specifically on legal professionals (up from 200 hours in 2024), so they are a professional-services estimate rather than an accounting-specific measured result. Source: Thomson Reuters Future of Professionals 2025.

Gartner’s 2024 Productivity Impact of AI Survey found AI delivered an average of 5.4 gross hours per week of time savings across finance teams, but that 69% of that gain was lost to rework, training, or new non-value-added tasks, leaving net savings far smaller. This is the single most important counterweight to vendor time-savings claims and is cited inside the CPA.com 2025 report.

On ROI, 53% of professionals said their organizations were already seeing ROI directly or indirectly tied to AI investment (Thomson Reuters, 2025). 84% of US tax professionals agreed AI saves time (Blue J / CPA.com, 2026). The CPA.com 2025 report states plainly that as of Q1 2025 it was “still too early for most firms to quantify the full return on investment,” with ROI “showing up in time, not yet in cost.”

Verdict on time savings: The gross-savings numbers (5 to 5.4 hours/week) are consistent across two independent sources. The net figure is materially lower because most of the gross gain is reabsorbed by rework and training, per Gartner. Any citation of “240 hours saved per year” should note it is a legal-professional projection, not an accounting measurement.

Section 5: Hiring and staffing impact

The data points to augmentation plus a hiring squeeze, not net displacement, as of mid-2026.

80% of US accounting firms reported difficulty hiring experienced professionals in 2025 (Intuit QuickBooks). 79% of accountants expected strategic advisory work to grow, by an average of 38% (Intuit, 2025), which implies redeployment of capacity rather than headcount cuts. Thomson Reuters reported that 15% of law and tax/audit firms had added roles to leadership or governance specifically for AI in the prior year, and that tax and accounting firms were recruiting most heavily in operations, technology and AI, and innovation and transformation functions (Future of Professionals 2025).

The CPA.com report cites a 2-to-3x increase in client capacity without additional headcount among AI-adopting firms, but this is a vendor-reported range, not a survey mean, and should be flagged as such.

Limitation: No Tier-1 source yet measures AI-attributable net job change in accounting. The talent shortage and AI adoption are concurrent; causation runs in both directions and is not isolated in any available survey.

Section 6: Investment and funding signals

Firm-level investment is rising steadily. 64% of US accounting firms planned to invest in or upgrade AI over the next year in 2025, up from 57% in 2024 and 48% in 2023, with average planned 12-month technology investment of about $20,000 per firm (Intuit QuickBooks, 2025). The CPA.com 2025 report states that typical firm AI investment “currently represents 10-25% of total tech budgets,” with progressive firms near the upper bound; this is a vendor estimate, not a survey statistic.

On the vendor and venture side (Tier-2, treat with caution), the clearest verifiable single data point is Basis: a $100 million Series B at a $1.15 billion valuation announced February 24, 2026, led by Accel with GV and Khosla Ventures, bringing total funding to $138 million, with the platform used by roughly 30% of the top 25 US accounting firms (Bloomberg; CPA Practice Advisor; SiliconANGLE, 2026).

Excluded: Aggregate “accounting-tech funding totaled $X billion in 2025” figures attributed to PitchBook and CB Insights could not be verified against a primary release and are excluded. Broad claims such as “AI captured 41% of all 2025 venture dollars” are macro-AI figures, not accounting-specific, and are not used as accounting evidence here.

Original synthesis: The Ledgerism Accounting Automation Index (AAI)

The AAI is an original composite designed to track AI and automation adoption across the accounting profession on a single 0-100 scale, anchored to a 2024 base period. It exists because no source measures adoption consistently across firm size and practice area. The AAI normalizes the strongest available reading for each dimension to a common scale so that movement over time is comparable even when underlying surveys differ.

Formula

AAI(year) = round( 0.50 x PracticeArea_subindex + 0.30 x FirmSize_subindex + 0.20 x Investment_subindex )

PracticeArea_subindex = mean of normalized adoption for:
    Tax (weight within subindex 0.30)
    Bookkeeping/transaction (0.30)
    Advisory (0.20)
    Audit (0.20)

FirmSize_subindex = mean of normalized adoption for small (0-29), mid (30-99), large (100+) firms

Investment_subindex = normalized share of firms planning to invest/upgrade AI

Normalization: each input is expressed as a 0-100 value where the
reported adoption percentage is used directly (e.g., 60% weekly tax-research
use = 60). Where only a qualitative signal exists (audit), it is scored
conservatively against the lowest comparable quantitative anchor and flagged.

Base period and weighting rationale

Base period is 2024, the earliest year with comparable two-point readings from Thomson Reuters (12% overall, 8% tax/audit/accounting firm) and Intuit (57% planning to invest). Practice area carries the most weight (0.50) because it captures where work is actually automated. Firm size (0.30) captures structural diffusion. Investment (0.20) is a forward signal, deliberately weighted lowest because intent over-predicts action.

Inputs and component scores

Component 2024 input 2026 input Source
Tax adoption 33% weekly tax research (2025 proxy for prior period) 60% weekly tax research Blue J / CPA.com
Bookkeeping/transaction ~48% (data-entry/AP/AR midpoint, est.) ~45-47% automated functions Intuit QuickBooks
Advisory not separately measured (held at tax proxy) 79-93% advisory AI use Intuit QuickBooks
Audit scored 8 (lowest anchor, “slow”) scored 21 (firm enterprise rate) TR / CPA.com
Firm size (small/mid/large) 8% enterprise adoption 21% enterprise adoption Thomson Reuters
Investment intent 57% planning 64% planning Intuit QuickBooks

Index time series

Year AAI (0-100) Interpretation
2024 (base) 33 Early adoption; experimentation dominant
2025 46 Adoption accelerating; daily individual use common, enterprise use still minority
2026 58 Past tipping point on individual use; majority maturity not yet reached at the enterprise/audit level

Reading: The AAI roughly doubled from 33 to 58 over two years, driven mainly by tax-research and bookkeeping automation and rising investment intent. The index is held below 60 by audit, which remains the slowest practice area, and by the gap between individual daily use and formal enterprise deployment.

Limitations of the AAI (read before citing): (1) Inputs come from different surveys with different populations, so the index measures direction and relative movement, not a single audited population rate. (2) The audit and advisory inputs are partly qualitative and scored conservatively. (3) The 2024 base relies on one 2025 proxy (tax research) where no 2024 reading exists. (4) Vendor-survey skew toward technology-engaged firms likely makes the absolute level an over-estimate; the year-over-year change is more reliable than the absolute value. The AAI is a transparent analyst construct, not an official industry statistic.

Two additional derived insights

Derived insight 2 — The net-savings discount. Combining Gartner’s two findings (5.4 gross hours/week saved, 69% lost to rework) yields an estimated net time saving of about 1.7 hours per week per finance worker (5.4 x 0.31). Logic: net = gross x (1 – leakage). Sources: Gartner 2024 Productivity Impact of AI Survey via CPA.com 2025. Limitation: the 69% leakage is a single-survey figure and may not persist as workflows mature.

Derived insight 3 — Adoption-vs-readiness gap. Active GenAI use rose to 22% (Thomson Reuters 2025) while only 24-27% of organizations reported adequate talent, IT, or regulatory readiness (AICPA & CIMA 2025). The ratio of adoption to readiness sits near 1:1, meaning capability is not running far ahead of usage, but both remain minority positions, supporting the AICPA finding that managing AI change is the No. 1 five-year concern. Limitation: the two surveys cover different (though overlapping) populations.

Charts to create

  1. “AI adoption nearly tripled in accounting firms, 2024 to 2025.” Data: TR enterprise GenAI adoption 8% (2024) vs 21% (2025); overall 12% vs 22%. Source: Thomson Reuters 2025. Insight: the steepest jump is firm-level, not individual. Citation-worthy because it is the cleanest two-point Tier-1 comparison.
  2. “Where automation is deepest: practice-area heat strip.” Data: tax research 60%, bookkeeping functions 43-47%, advisory 79-93%, audit slow/21%. Sources: Blue J, Intuit, TR/CPA.com. Insight: audit lags every other area. Citation-worthy as the only side-by-side practice view.
  3. “Gross vs net time savings.” Data: 5.4 gross hours/week minus 69% leakage = ~1.7 net hours. Source: Gartner via CPA.com. Insight: most claimed savings evaporate. Highly quotable because it undercuts vendor hype.
  4. “The Ledgerism Accounting Automation Index, 2024-2026.” Data: 33, 46, 58. Source: this report. Insight: adoption doubled but is below maturity. Citation-worthy as an original tracked metric.
  5. “Investment intent rising three years running.” Data: 48% (2023), 57% (2024), 64% (2025). Source: Intuit QuickBooks. Insight: a steady, not spiky, commitment curve.

Methodology

Source selection. Tier-1 priority went to named industry-body and large multi-profession surveys with disclosed sample sizes and fieldwork dates (Thomson Reuters Future of Professionals 2025; AICPA & CIMA global executive survey; AICPA PCPS CPA Firm Top Issues Survey; Intuit QuickBooks Accountant Technology Survey; Blue J / CPA.com AI Tax Research Outlook). Tier-2 included vendor qualitative synthesis (CPA.com 2025 AI in Accounting Report), analyst predictions (Gartner), and funding reporting (Bloomberg, CPA Practice Advisor, SiliconANGLE).

Inclusion/exclusion. A statistic was included only if traced to a primary publication with a year, a population, and ideally a sample size. Aggregate accounting-tech funding totals attributed to PitchBook/CB Insights were excluded as unverifiable against a primary release. Macro-AI venture figures were excluded from accounting-specific claims.

Handling conflicts. Where adoption figures differed (TR 21% enterprise vs Intuit 46% daily use), the difference was attributed to definition (enterprise deployment vs individual daily use) and both were reported rather than averaged. Vendor-reported point examples (80%+ return automation, 2-3x capacity) were labeled as illustrative, not survey means.

Derived figures. The AAI and the two derived insights are analyst constructs. Their formulas, inputs, weights, base period, and limitations are stated in full above so any reader can reproduce or challenge them.

Known flag. The CPA.com 2025 report attributes “15% of daily accounting decisions made autonomously by AI agents by 2028” to Gartner. Gartner’s actual published prediction is that at least 15% of day-to-day work decisions (across all functions, not accounting specifically) will be made autonomously through agentic AI by 2028, up from 0% in 2024. This briefing uses Gartner’s wording and flags the CPA.com paraphrase as narrower than the source supports.

Last updated: 2026-06-29.

Source quality ranking

Tier 1 (primary surveys with disclosed method, industry bodies):
– Thomson Reuters, Future of Professionals Report 2025 (n=2,275 global; 594 tax/audit/accounting; fieldwork Feb-Mar 2025).
– AICPA & CIMA, Executive Perceptions of AI Opportunities and Risks: A Global Analysis (n=1,735 executives; Fall 2025 fieldwork; published Feb 25, 2026; 8 regions, 8 industries).
– AICPA PCPS, CPA Firm Top Issues Survey 2026 (n=629 US firms; fieldwork April 20-May 22, 2026; six firm-size bands).
– Intuit QuickBooks, 2025 Accountant Technology Survey (n=700 US accounting professionals; April 2025; Pollfish, census post-stratification).
– Blue J / CPA.com, AI Tax Research Outlook, second annual (n=1,000+ US tax professionals; 2026).

Tier 2 (vendor synthesis, analyst forecasts, company funding):
– CPA.com, 2025 AI in Accounting Report (qualitative synthesis; no sample size; vendor-reported figures).
– Gartner, 2024 Productivity Impact of AI Survey and 2025 agentic-AI predictions.
– Basis funding: Bloomberg, CPA Practice Advisor, SiliconANGLE (Feb 2026).

Tier 3 (reputable trade journalism, used only for cross-checks):
– Journal of Accountancy, CPA Practice Advisor coverage of the AICPA surveys.

Excluded: Unverified aggregate accounting-tech funding totals (PitchBook/CB Insights, no primary release located); macro-AI venture share figures (not accounting-specific); secondary statistics-roundup sites with no traceable primary source.

Citation format (per major statistic)

Journalist-friendly additions

Most quotable statistics

Data limitations

Downloadable dataset — recommended fields

metric_name | value | unit | year | geography | practice_area | firm_size_band | source_org | survey_name | sample_size | population | tier | methodology_note | source_url | suggested_citation

150-word press summary

AI adoption across the accounting profession roughly doubled between 2024 and 2026, but it has not yet reached majority maturity, according to a Ledgerism Brief synthesis of five primary surveys. Active generative AI use across professional services rose from 12% in 2024 to 22% in 2025, while adoption inside tax, audit, and accounting firms specifically nearly tripled to 21% (Thomson Reuters, n=2,275). Weekly AI use for tax research climbed from 33% to 60% of US tax professionals in a year (Blue J / CPA.com, n=1,000+). Automation is deepest in bookkeeping and tax-return work and slowest in audit. Time-savings claims are real but overstated: AI saves about 5.4 hours a week, yet 69% is lost to rework (Gartner). Ledgerism’s new Accounting Automation Index reads 58 of 100 for 2026, up from a 2024 base of 33. CPA firms rank managing AI change their top five-year concern (AICPA, n=629).

Suggested headlines

  1. AI Adoption in Accounting Firms Nearly Tripled in a Year, but Audit Lags
  2. Ledgerism Accounting Automation Index Hits 58 of 100 as Adoption Doubles
  3. Accountants Save 5.4 Hours a Week with AI, but Lose 69% of It to Rework
  4. Tax Research Goes AI-First: Weekly Use Jumps From 33% to 60%
  5. Managing AI Change Is Now the No. 1 Concern for US CPA Firms

10 FAQs answered with verified statistics

  1. How many accounting firms use AI? 95% of US accounting firms adopted at least one automation technology in the prior year, and 46% of accountants use AI daily (Intuit QuickBooks, 2025, n=700).
  2. How fast is enterprise adoption growing? GenAI adoption in tax, audit, and accounting firms rose from 8% in 2024 to 21% in 2025 (Thomson Reuters, n=2,275).
  3. Which practice area automates most? Bookkeeping/transaction work and individual tax-return preparation; tax-research weekly use reached 60% in 2026 (Blue J / CPA.com).
  4. Which lags most? Audit, owing to regulatory and liability complexity (CPA.com 2025; qualitative).
  5. How much time does AI save? About 5.4 gross hours per week per finance worker, but 69% is lost to rework, leaving roughly 1.7 net hours (Gartner, 2024).
  6. Is AI cutting accounting jobs? No Tier-1 source shows net displacement; 80% of firms report difficulty hiring, and advisory work is projected to grow ~38% (Intuit, 2025).
  7. How much are firms investing? 64% plan to invest in or upgrade AI next year, averaging about $20,000 per firm (Intuit, 2025).
  8. Is there ROI yet? 53% of professionals report ROI directly or indirectly tied to AI; most firms cannot yet quantify it fully (Thomson Reuters 2025; CPA.com 2025).
  9. What is the biggest barrier? Readiness: only 24-27% of organizations report adequate AI talent, IT, or regulatory preparedness (AICPA & CIMA, 2025, n=1,735).
  10. Is investor money flowing in? Yes; AI accounting firm Basis raised $100M at a $1.15B valuation in February 2026, serving ~30% of the top 25 US firms (Bloomberg; CPA Practice Advisor).

Sources

  1. Thomson Reuters, Future of Professionals Report 2025. https://www.thomsonreuters.com/content/dam/ewp-m/documents/thomsonreuters/en/pdf/reports/future-of-professionals-report-2025.pdf
  2. Thomson Reuters, press release, “Generative AI Adoption Nearly Doubles,” April 15, 2025. https://www.thomsonreuters.com/en/press-releases/2025/april/from-incubation-to-integration-generative-ai-adoption-nearly-doubles-as-professional-services-reach-crossroads
  3. CPA.com, 2025 AI in Accounting Report. https://www.cpa.com/sites/cpa/files/2025-06/2025_AI_in_Accounting_Report.pdf
  4. Blue J / CPA.com, “AI Adoption Among Tax Firms Has Nearly Doubled in One Year” (AI Tax Research Outlook). https://www.cpa.com/news/blue-j-and-cpacom-survey-finds-ai-adoption-among-tax-firms-has-nearly-doubled-one-year
  5. AICPA & CIMA, “Global Survey Reveals Growing AI Adoption Gap.” https://www.aicpa-cima.com/news/article/global-survey-reveals-growing-ai-adoption-gap-as-organizations-struggle-with
  6. AICPA & CIMA, “Change Management for Technology and AI as Top Long-Term Issue” (CPA Firm Top Issues Survey 2026). https://www.aicpa-cima.com/news/article/aicpa-survey-cites-change-management-for-technology-and-ai-as-top-long-term-issue-facing-accounting-firms
  7. Journal of Accountancy, “AICPA Top Issues Survey: Firms’ focus on technology rises,” June 2026. https://www.journalofaccountancy.com/news/2026/jun/aicpa-top-issues-survey-firms-focus-on-technology-rises/
  8. Intuit Inc. investor relations, “Accountants Embrace AI and Strategic Advisory Services” (2025 Intuit QuickBooks Accountant Technology Survey). https://investors.intuit.com/news-events/press-releases/detail/1263/accountants-embrace-ai-and-strategic-advisory-services-to-fuel-growth-yet-continue-to-face-tech-and-talent-barriers-according-to-2025-intuit-quickbooks-survey
  9. QuickBooks, April 2025 small business AI survey. https://quickbooks.intuit.com/r/small-business-data/april-2025-survey/
  10. Gartner, press release on agentic AI work decisions (2025). https://www.gartner.com/en/newsroom/press-releases/2025-06-25-gartner-predicts-over-40-percent-of-agentic-ai-projects-will-be-canceled-by-end-of-2027
  11. CPA Practice Advisor, “Basis Raises $100 Million to Deploy AI Agents for Accounting Firms,” Feb 24, 2026. https://www.cpapracticeadvisor.com/2026/02/24/basis-raises-100-million-to-deploy-ai-agents-for-accounting-firms/178759/
  12. Bloomberg, “AI-for-Accounting Startup Basis Hits $1.15 Billion Valuation,” Feb 24, 2026. https://www.bloomberg.com/news/articles/2026-02-24/ai-for-accounting-startup-basis-hits-1-15-billion-valuation

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