Episode
602 How Accounting Firms Pick Software Just Changed
- Podcast
- Jason On Firms Podcast
- Published
- Apr 24, 2026
- Duration seconds
- 4058
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/d2d2f127
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Summary
Here’s that Delphi app we discussed in Nerd corner https://www.delphi.ai/ And a link to my own Delphi assistant https://www.delphi.ai/jasonstaats/chat 🚀 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 break down how AI agents are changing the way accounting firms should think about their tech stack. We’re in the middle of tech selection season, but AI is moving so fast that traditional buying decisions don’t really make sense anymore. I walk through eight major shifts, from why you shouldn’t lock into long term software contracts. I also explain how switching tools is getting easier, why audit logs suddenly matter, and how AI is changing hiring and outsourcing decisions. 🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events 🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps 💰 Today's Sponsors TeamUp: https://www.hireteamup.com/jason Soraban: https://www.soraban.com/ Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats Missive: https://missiveapp.com/jason Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo Cloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidates // Chapters: 00:00 - AI agents are changing tech decisions 02:11 - Why 2026 is the year of AI agents 03:13 - How software buying is changing 11…