Jason On Firms Podcast 506 Today’s Fastest Growing Accounting AI: Is It Secure?
13 snips
Aug 29, 2025 The discussion kicks off with how AI, especially ChatGPT, can revolutionize accounting while underscoring vital security concerns. It examines data security issues related to AI technologies and the legal risks involved. Emphasis is placed on safeguarding client data and using compliant tools. The importance of adapting to AI advancements is highlighted, with personal anecdotes showcasing resilience and a focus on delivering value rather than seeking recognition. Plus, practical billing solutions are introduced to enhance efficiency in the accounting realm.
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Agents Are Transformative For Accounting
- ChatGPT agent mode is the first AI capability that performs substantial,
Hold Back On Granting Write Access
- Avoid cutting agents loose with write access in critical systems until you have QA processes in place.
- Use agents for read-only tasks first and supervise any actions that could change client data.
Use Agents For Spreadsheet Labor
- Delegate repetitive spreadsheet work to agents to save human time and scale output.
- Always finalize and QA the agent's work as you would with a junior accountant.
