About this episode

In this episode, Jason Staats discusses the rise of AI agent platforms for accounting firms and addresses various listener questions related to firm management.

🚀 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…

People in this episode

Host: Jason Staats

Topics covered

• AI agent platforms
• accounting firms
• bookkeeping workflows
• practice management
• firm management

Keywords

• AI agents
• accounting
• firm owners
• software selection
• bookkeeping

Sponsors

Cloud Accounting Staffing, Soraban, Canopy, Financial Cents

Mentioned in this episode

Organizations: Ramp, Digits, Pilot, Puzzle, Mercury, Canopy, Double

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• 624 The Faster Client Onboarding Method [Where most firms waste time] · July 10, 2026 · 1h 6m
• 623 Why Claude in Slack is DANGEROUS To Accounting Firms [The beginning of a troubling AI era] · July 7, 2026 · 1h 3m
• 622 Accounting Firms: Watch This Before Selling Advisory [What The Industry Isn’t Saying About The Future] · July 3, 2026 · 1h 4m
• 621 The 9 Most Asked Questions About Accounting Firm AI [AI for accounting firms] · June 30, 2026 · 1h 2m

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