# 617 5 More AI Use Cases for Accounting Firms [Number three is incredible] Page: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/617-5-more-ai-use-cases-for-accounting-firms-number-three-is-incredible Text version: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/617-5-more-ai-use-cases-for-accounting-firms-number-three-is-incredible.md Podcast: [Jason On Firms Podcast](https://stenobird.com/podcast/jason-on-firms-podcast-6263492) Published: 2026-06-16T07:18:25+00:00 Episode link: https://share.transistor.fm/s/df983ec8 Audio file: https://media.transistor.fm/df983ec8/81210e5f.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/jason-on-firms-podcast-6263492/episodes/617-5-more-ai-use-cases-for-accounting-firms-number-three-is-incredible Duration seconds: 3608 ## Resource πŸš€ Get smarter faster by learning with other firm owners: https://www.rlz.io/ πŸ“© 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! πŸ“§ Email me! jason@jasononfirms.com In this episode, I share five real AI workflows that accounting firms are already using in production, from reading handwritten checks and verifying tax transcripts to automating audit checklists, preparing spreadsheet workpapers, and building AI-powered email dashboards. I explain how firms should think about moving from AI assistants to AI-driven workflows and why documentation, goals, and process design matter more than prompts. Then I review an accounting firm built by a non-accountant, discuss pricing and niche strategy, and answer questions. 🎀 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events πŸ”₯ Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12agπŸ“š A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps πŸ’° Today's Sponsors Cloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidates 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_source=podcast&utm_medium=partner&utm_campaign=jasonstaats // Chapters: 00:00 - Five AI Workflows Firms Use Today 18:01 - AI-Powered Email Dashboards 20:24 - Roast a Firm 31:30 - Mailbag 35:20 - Buying Legacy Firms in th… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/jason-on-firms-podcast-6263492/episodes/617-5-more-ai-use-cases-for-accounting-firms-number-three-is-incredible/transcription-requests` β€” Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/jason-on-firms-podcast-6263492/617-5-more-ai-use-cases-for-accounting-firms-number-three-is-incredible.md` β€” Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.