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The Mid-Market AI Benchmark series.

Five annual reports on AI adoption and ROI in $8M-$50M businesses, one per vertical: CPA firms, law firms, P&C insurance agencies, specialty manufacturers, home services platforms. The first in the series ships October 2026.

First reportCPA firms · October 2026
SeriesFive reports per year
Methodology200-firm survey per vertical
CostFree

The mid-market operator does not have a credible benchmark for AI adoption and ROI in their segment. The vendor reports (Karbon's State of AI in Accounting, Clio's Legal Trends Report, Vertafore's agency reports) are excellent at what they are: vendor marketing for the average operator. They are not designed to answer the question a $24M firm asks: "where does my firm specifically rank against my peers."

This series fills the gap. Five vertical reports a year. Each surveys 200+ firms in the $8M-$50M band. Each segments by business size, technology stack, and workflow. Each ships as a 40-80 page PDF, free, with personalized business-level benchmarks for survey participants.

I The 2026 Mid-Market CPA Firm AI Benchmark. Field period: May - August 2026 · Ships October 2026. 200 firms, 30-150 pros each. Segmented by CCH Axcess vs UltraTax vs ProSystem fx vs Karbon, by business size band, by workflow. Open for survey participants now. CPAIn progress
II The 2027 Mid-Market Law Firm AI Benchmark. Field period: Q1 2027 · Ships Q2 2027. 200 firms, 20-150 attorneys. Segmented by iManage vs NetDocuments, by practice area, by business size. Survey opens in January 2027. LawUpcoming
III The 2027 Mid-Market P&C Agency AI Benchmark. Field period: Q2 2027 · Ships Q3 2027. 200 independent agencies, $10M-$50M. Segmented by AMS360 vs Applied Epic vs EZLynx, by commercial-vs-personal mix. InsuranceUpcoming
IV The 2027 Mid-Market Specialty Manufacturing AI Benchmark. Field period: Q3 2027 · Ships Q4 2027. 200 specialty shops, $15M-$150M. Segmented by Epicor Kinetic vs NetSuite vs ProShop, by quote-to-ship cycle. ManufacturingUpcoming
V The 2027 PE-Backed Home Services Platform AI Benchmark. Field period: Q4 2027 · Ships Q1 2028. 100 PE-backed platforms, $20M-$100M. Segmented by ServiceTitan vs FieldEdge, by trade mix, by hold period. Home ServicesUpcoming
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