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

🚀 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] 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 SponsorsCloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidatesSoraban: https://www.soraban.com/Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demoFinancial 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://puzzle.io/ai-close-Canopy Coworker https://www.getcanopy.com/coworker/-Mercury Command https://mercury.com/command-Double https://doublehq.com/// Chapters:00:00 - The AI Agent Gold Rush07:58 - Where Agents Actually Live12:11 - The Future Of Firm Automation15:31 - Summer Priorities For Firms18:36 - Take A Break This Summer20:17 - Make Big Tech Changes22:04 - Building Better Systems26:51 - Planning For Growth30:57 - Hiring Before Busy Season31:53 - Strategic Thinking Time33:32 - Mailbag33:43 - Any Software To Completely Avoid?36:22 - AI Influencers & Phantom Products40:50 - Should Firms Try Instead?42:18 - What Happened To SmartVault?46:11 - Which Practice Management System Should I Choose?49:30 - What If Claude Makes Mistakes?54:01 - From How-To To What-To-Do55:00 - The Future Of Space Accounting🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa