Jason On Firms Podcast 534 The Recent AI Updates Accounting Firms Need To See
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Nov 3, 2025 Chad Davis, co-founder of LiveCA and an AI expert in accounting, shares invaluable insights on leveraging AI tools for accounting firms. He highlights effective dictation apps and contrasts various models like ChatGPT and Gemini. Chad also discusses the balance between powerful AI tools and cost-effectiveness, emphasizing the importance of selective access for power users. Learn about innovative proposal automation techniques using Google tools and the significance of adopting organized workflows for sales summaries—all practical resources for firms aiming to enhance efficiency.
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Buy A Lifetime Dictation Tool
- Try a lifetime speech-to-text tool like Voice Inc. to reduce monthly subscription bloat and speed up writing.
- Use it to dictate into chat apps and have the audio processed into polished, context-aware text for emails and docs.
Two Paths For AI Spend
- AI spending can go two ways: expensive replacements for humans or affordable tools that augment staff capacity.
- Chad expects smaller-priced enablement tools to win by enhancing teams rather than replacing them.
Allocate Premium AI Licenses Sparingly
- Don't give every employee heavyweight AI subscriptions; pick power users for premium access.
- Use Google/Gemini for most staff and reserve ChatGPT Teams for managers and AI champions.