Episode
619 The NEW AI Agent Approach for Accounting Firms [An entirely new AI agent platform for firms]
- Podcast
- Jason On Firms Podcast
- Published
- Jun 23, 2026
- Duration seconds
- 3408
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/a711d134
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Summary
🚀 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/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps 💰 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 ⚒️ 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://puzzl…