Jason On Firms Podcast

559 2026 Tech Predictions for BOOKKEEPING Firms

Dec 31, 2025
Get ready for a tech shake-up in the bookkeeping world! Discover how month-end close automation is transforming the industry and pressuring giants like QuickBooks Online and Xero. Explore new ledger entrants that promise to change the game, and see why practice management systems integrating these workflows will be in high demand. With alternatives like Digits and Kik gaining traction, can 2026 be the year firms finally break free from Intuit? Tune in to find out which innovations are set to reshape the ledger landscape!
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INSIGHT

Ledger Becomes A QA Hub

  • Cloud ledgers are becoming obfuscated as month-end automation moves work off the ledger into QA layers.
  • Jason Staats predicts the ledger will look more like a quality-assurance hub than a classification/reconciliation monolith.
INSIGHT

Mid-Market Leads Ledger Evolution

  • Mid-market is where new ledger evolution is starting, with Rillit and Campfire gaining traction against NetSuite and Intact.
  • This shift shows incumbents' ecosystem advantage can be overcome for new modern platforms.
ADVICE

Do Month-End Review In Your PM Tool

  • Watch for practice-management and workflow tools that pull ledger transactions and push changes back automatically.
  • Prefer platforms that let you do month-end review where you already work to avoid toggling between apps.
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