Jason On Firms Podcast 486 First Impressions: ChatGPT AGENT For Accounting Firms
Jul 23, 2025
Discover the groundbreaking launch of an AI-driven ChatGPT Agent tailored for accounting firms. Learn about its advanced features that automate tedious tasks while prioritizing client data security. Delve into the practical applications and limits of AI in accounting workflows, emphasizing the necessity for oversight. Finally, explore how these AI agents are set to revolutionize accounting processes, making automation more user-friendly and transforming the industry's technological landscape.
AI Snips
Chapters
Transcript
Episode notes
ChatGPT Agent Fills Tax Spreadsheet
- Jason Staats gave ChatGPT agent tax forms and a complex spreadsheet to fill out with data.
- The agent flawlessly entered around 70-80 numbers into the correct spreadsheet tabs.
Agent Checks Bank Feeds in QuickBooks
- Jason instructed ChatGPT agent to log into QuickBooks Online and check broken bank feeds.
- The agent successfully navigated multiple clients and reported feed statuses on the first try.
Monitor Agent and Avoid Credential Sharing
- Monitor all ChatGPT agent tasks closely before fully trusting it.
- Avoid giving it login credentials; instead, manually log in when needed during its session.