Are Guarded, In-Tool Agents the Safer Option?

👋 Let’s keep the conversation going, this time in person. Find an event near you: https://jason.link/kkh
🤝 Join Chad Davis and 500+ firm owners inside my online community, where you can get access to Chad’s monthly AI & automation class along with live sessions, resources, and a network built to help your firm grow.: https://jason.link/x0a

👉 Check out Chad Davis and his community, Automation Town, for real, no-fluff AI that accounting firms can actually use: https://automationtown.io/

Chad Davis is the co-founder of LiveCA and one of the sharpest AI minds in accounting. He runs Automation Town and leads monthly AI roundups inside Realize, helping firm leaders cut through the noise and focus on what’s actually working right now.

In this episode, I talk with Chad Davis about the AI tools that actually work for accounting firms right now. We cover dictation apps, agent builders, and proposal automation using Google tools and the Anchor API. You’ll learn which tools to trust, which to skip, and how to spend smarter on AI in your firm.

📎 Grab my full set of 30 AI meeting prompts here: https://jason.link/uc3
☎️ Leave me a voicemail at (1)516-980-4968!

✅ Chad’s Recommended Tools
Voice Inc — https://tryvoiceink.com/
Stanford Tax — https://stanfordtax.com/
Zapier Agents — https://zapier.com/agents
Lindy (Build / Agents) — https://www.lindy.ai/
Artifact (Omniworkflows) — https://www.getartifact.com/
Anchor (Proposals API) — https://www.sayanchor.com

👀 Promising Fishbowl AI — https://www.fishbowlinventory.com/

⚠️ Use With Caution Right Now OpenAI Atlas Browser — https://openai.com/index/introducing-chatgpt-atlas/

💰 Today's Sponsors
Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
StanfordTax: https://stanfordtax.com/
Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats
Financial Cents: https://financial-cents.com/
💵 Use code Jason10 for a 14-day free trial of Financial Sense and exclusive perks for your firm.
💻 Join Workflow Con, the free virtual conference from Financial Sense on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/

Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.

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