The NEW AI Agent Approach for Accounting Firms

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/ 📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter ☎️ Leave me a voicemail at (1)516-980-4968! 📧 Email me! [email protected] In this episode, I explore the sudden rise of AI agent platforms built specifically for accounting firms and ask whether Claude will remain the long-term home for firm-built agents. I compare launches from Ramp, Digits, Pilot, Puzzle, Mercury, Canopy, and Double, then answer a listener question about what firm owners should focus on during the summer months. In the mailbag, I cover software firms should avoid, practice management system selection, and what to do when Claude makes mistakes in bookkeeping workflows. 🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events 🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZ... A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps 💰 Today's Sponsors Cloud Accounting Staffing: https://portal.cloudaccountantstaffin... Soraban: https://www.soraban.com/ Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo Financial Cents: Book a demo here: https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users. MakersHub: https://makershub.com/get-started?utm... ⚒️ Tools I mentioned -Ramp Stack https://ramp.com/lp2/stack -Digits Agentic Close https://digits.com/blog/agentic-close/ -Pilot Meridian https://meridian.pilot.com/ -Puzzle AI Close https://puzzle.io/ai-close -Canopy Coworker https://www.getcanopy.com/coworker/ -Mercury Command https://mercury.com/command -Double https://doublehq.com/ // Chapters: 00:00 - The AI Agent Gold Rush 07:58 - Where Agents Actually Live 12:11 - The Future Of Firm Automation 15:31 - Summer Priorities For Firms 18:36 - Take A Break This Summer 20:17 - Make Big Tech Changes 22:04 - Building Better Systems 26:51 - Planning For Growth 30:57 - Hiring Before Busy Season 31:53 - Strategic Thinking Time 33:32 - Mailbag 33:43 - Any Software To Completely Avoid? 36:22 - AI Influencers & Phantom Products 40:50 - Should Firms Try Instead? 42:18 - What Happened To SmartVault? 46:11 - Which Practice Management System Should I Choose? 49:30 - What If Claude Makes Mistakes? 54:01 - From How-To To What-To-Do 55:00 - The Future Of Space Accounting 🗣️ Continue the discussion on social! X   / jasononfirms   LinkedIn   / jstaats   YouTube    / @jasoncpa