Here’s that Delphi app we discussed in Nerd corner https://www.delphi.ai/
And a link to my own Delphi assistant https://www.delphi.ai/jasonstaats/chat

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In this episode, I break down how AI agents are changing the way accounting firms should think about their tech stack. We’re in the middle of tech selection season, but AI is moving so fast that traditional buying decisions don’t really make sense anymore. I walk through eight major shifts, from why you shouldn’t lock into long term software contracts. I also explain how switching tools is getting easier, why audit logs suddenly matter, and how AI is changing hiring and outsourcing decisions.

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🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps

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// Chapters:
00:00 - AI agents are changing tech decisions
02:11 - Why 2026 is the year of AI agents
03:13 - How software buying is changing
11:16 - Why audit logs matter now
15:33 - All-in-one vs best-of-breed
19:53 - AI changes hiring and outsourcing
24:04 - Client agents and firm agents
26:37 - Nerd Corner: client-facing AI assistants
35:05 - Building proprietary AI context
40:30 - Knowledge automation is coming
41:40 - Mailbag begins
42:10 - Double vs Financial Sense
44:17 - Sending 12-month proposals now
47:06 - Three-tier pricing mistake
49:29 - Perplexity’s personal computer AI
55:14 - Building AI models vs using wrappers
01:01:44 - Marketing a newly acquired firm

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602 How Accounting Firms Pick Software Just Changed

Jason On Firms Podcast

602 How Accounting Firms Pick Software Just Changed