Jason On Firms Podcast 557 2025 BOOKKEEPING Accounting Firm Tech Highlights
Dec 24, 2025
This discussion dives into the evolving landscape of bookkeeping tech for 2025, highlighting advancements in ledger integrations and practice management tools. Expecting AI to revolutionize workflows, the reality revealed both successes and disappointments. The trend towards specialization in bookkeeping versus tax emerges as a key theme, alongside shifts in receipt management towards spend tools. Surprising predictions about AI's roles in closing books and the rise of new ledger competitors also take center stage as the conversation sets sights on the future.
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Ledgers Now Power Centralized Month-End Close
- More tools now pull full general-ledger data from QBO/Xero, enabling centralized month-end close workflows.
- Keeper (Double), Client Hub, Financial Sense and Ader led this shift and improved automation for bookkeepers.
Ledger Context Should Power Smarter Client Email
- Practice management systems are connecting to ledgers but haven't fully used that data to automate client communications.
- Jason sees the next big step as AI-powered email assistants using ledger context to auto-respond to routine client questions.
Practice Management Platforms Are Picking Lanes
- PM platforms are trending toward specialization: tax-focused or bookkeeping-focused feature sets.
- Canopy and TaxDome moved toward tax features while FinancialSense and ClientHub leaned into bookkeeping workflows.