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👋 Let’s get face to face. Meet other firm leaders and learn together. Grab a seat at a city near you: https://jasononline.link/LE550T
🚀 Build a stronger firm with people who share what actually works. Join 600+ owners inside the community: https://jasononline.link/C550T
☎️ Leave me a voicemail at (1)516-980-4968!
Check out Danny Alberson’s company Agentive here 👉 https://www.goagentive.com/
In this episode, I talk with Danny from Agentive about AI that actually does audit work instead of just chatting. We cover how firms are automating evidence testing the moment clients upload docs, freeing auditors to focus on higher risk areas and better client conversations. We also get into why Danny turned down acquisition offers, the real future of junior audit work, and why firms should never lock themselves into long software contracts again.
💰 Today's Sponsors
Financial Cents: https://financial-cents.com/
💵 Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm.
💻 Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/
Soraban: https://www.soraban.com/
Verito: https://verito.com/
TeamUp: http://hireteamup.com/jason
MakersHub: https://makershub.ai/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
By Jason Staats4.7
5757 ratings
👋 Let’s get face to face. Meet other firm leaders and learn together. Grab a seat at a city near you: https://jasononline.link/LE550T
🚀 Build a stronger firm with people who share what actually works. Join 600+ owners inside the community: https://jasononline.link/C550T
☎️ Leave me a voicemail at (1)516-980-4968!
Check out Danny Alberson’s company Agentive here 👉 https://www.goagentive.com/
In this episode, I talk with Danny from Agentive about AI that actually does audit work instead of just chatting. We cover how firms are automating evidence testing the moment clients upload docs, freeing auditors to focus on higher risk areas and better client conversations. We also get into why Danny turned down acquisition offers, the real future of junior audit work, and why firms should never lock themselves into long software contracts again.
💰 Today's Sponsors
Financial Cents: https://financial-cents.com/
💵 Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm.
💻 Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/
Soraban: https://www.soraban.com/
Verito: https://verito.com/
TeamUp: http://hireteamup.com/jason
MakersHub: https://makershub.ai/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

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