# 619 The NEW AI Agent Approach for Accounting Firms [An entirely new AI agent platform for firms]

Page: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/619-the-new-ai-agent-approach-for-accounting-firms-an-entirely-new-ai-agent-platform-for-firms
Text version: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/619-the-new-ai-agent-approach-for-accounting-firms-an-entirely-new-ai-agent-platform-for-firms.md
Podcast: [Jason On Firms Podcast](https://stenobird.com/podcast/jason-on-firms-podcast-6263492)
Published: 2026-06-23T07:17:35+00:00
Episode link: https://share.transistor.fm/s/a711d134
Audio file: https://media.transistor.fm/a711d134/a6986154.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/jason-on-firms-podcast-6263492/episodes/619-the-new-ai-agent-approach-for-accounting-firms-an-entirely-new-ai-agent-platform-for-firms
Duration seconds: 3408

## Resource

🚀 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! jason@jasononfirms.com 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…

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/jason-on-firms-podcast-6263492/episodes/619-the-new-ai-agent-approach-for-accounting-firms-an-entirely-new-ai-agent-platform-for-firms/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/jason-on-firms-podcast-6263492/619-the-new-ai-agent-approach-for-accounting-firms-an-entirely-new-ai-agent-platform-for-firms.md` — 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.