CLA Survey: Economic Confidence Meets Practical AI Demands
A new survey of CLA clients shows strong economic confidence, with organizations increasingly focusing on practical AI adoption and measurable business impact.
U.S. small and middle-market organizations remain confident about the economy, but are increasingly focusing on the practical adoption of artificial intelligence (AI) and demanding measurable business impact, according to CLA's Heartbeat Index survey released August 18, 2026, in Minneapolis.
The survey of over 700 CLA clients revealed that while overall economic confidence persists, there is a shift in organizational focus. Companies are moving from initial interest in AI toward seeking concrete solutions that deliver tangible business benefits. This trend reflects a broader market dynamic where organizations aim to rationalize technology investments and ensure return on investment.
The research highlights that the emphasis in AI adoption is now on practical tools that enhance efficiency, productivity, or customer experience. Businesses are no longer satisfied with theoretical promises and require evidence of how AI can directly contribute to achieving business objectives. This may include automation tools, data analytics, or personalized customer service solutions.
CLA, which provides audit, tax, and consulting services, compiles the Heartbeat Index survey to gather insights into its clients' economic conditions and expectations. The survey provides a pulse on the middle market sentiment and helps identify key technology trends, such as the gradual integration of AI into business processes.