👉 Download my app database + tech stack planner: https://jasononline.link/269A
💰 (Sponsor) Don’t reinvent the wheel – put your firm on the Practice Management system that thousands of firms have found success with, Canopy https://canopytax.com/
Even if AI hasn’t changed your job yet, get ready for these 15 tools to boost your output, automate painful tasks, and keep you ahead of the competition (or the guy across the hall).
My name’s Jason, I used to run a $5M accounting firm, now I help accountants around the world build better firms. I’m the founder of a 500 firm private community that’s shaping the future of small firm ownership for the better.
📈 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/269C
👂 Join 1,500 other accounting firm owners listening to my daily podcast:
https://www.youtube.com/@JasonOnFirmsPodcast
⚒️ Tools Mentioned In This Vid
Ramp https://ramp.com/
MakersHub https://makershub.ai/
ChatGPT Deep Research https://openai.com/index/introducing-deep-research/
Guidde https://guidde.com/
ChatGPT Data Analysis https://help.openai.com/en/articles/8437071-data-analysis-with-chatgpt
Google Apps Script https://developers.google.com/apps-script
Office Scripts https://learn.microsoft.com/en-us/office/dev/scripts/overview/excel
Lindy https://www.lindy.ai/
Gumloop https://www.gumloop.com/
Zapier https://zapier.com/
Make https://make.com/
n8n https://n8n.io/
Digits https://digits.com/
Xbert https://xbert.io/
Aider https://aider.ai/
Soraban https://soraban.com/
Stanford Tax https://stanfordtax.com/
TaxGPT https://taxgpt.com/
BlueJ https://www.bluej.com/
Laurel https://www.laurel.ai/
// Chapters:
00:00:00 Intro: How AI is changing accounting
00:00:41 Tool breakdown: 5 AI tools to impress your boss
00:01:47 Tools that can make you the boss
00:02:56 Accounts payable automation tools
00:04:00 Secure ChatGPT use for firms
00:05:00 Using ChatGPT for data analysis
00:06:14 Operator agents & future automation
00:06:56 Automating spreadsheets with AI
00:08:16 Custom workflow builders
00:09:26 Automating CFO-level tasks
00:10:08 Practice management platforms
00:11:12 AI-powered accounting ledgers
00:12:03 AI for tax intake & research
00:13:18 Automating time tracking
00:14:00 Closing: Stay ahead or fall behind
