623 Why Claude in Slack is DANGEROUS To Accounting Firms [The beginning of a troubling AI era]
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In this episode, I explore why Anthropic embedding Claude directly into Slack may be one of the biggest AI shifts weโve seen yetโand why it makes me both excited and uncomfortable. I explain how goals, MCP connections, and Slack integration could eventually make AI the operating layer of an entire company. I also share three creative AI workflows accounting firms are already using, discuss whether QuickBooks and Xero are losing their grip on the market, answer questions about Claude, onboarding bookkeeping clients, hiring with AI, and explain why firms should rethink their workflow statuses for the AI era.
๐ฅ Hereโs that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
๐ A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps
๐ฐ Today's Sponsors
Financial Cents: Book a demo here: https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.
Soraban: https://www.soraban.com/
MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats
Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo
Karbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staats
Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes
๐ Hereโs that service library resource: https://youtu.be/T8rQzr3ogkM?si=DRjYWbe-2LobQcuS
๐The Alex Hormozi book I mentioned: https://www.amazon.com/100M-Offers-People-Stupid-Saying-ebook/dp/B099QVG1H8
// Chapters:
00:00 - Claudeโs Trojan Horse?
01:32 - Goals Change Everything
05:29 - Claude Inside Slack
10:34 - Is AI Running the Firm?
15:31 - Why Software Developers Matter
17:35 - Why MCP Wins
19:48 - 3 Wild AI Use Cases
20:23 - AI Proposal Generator
24:55 - AI Client Reporting
28:57 - AI Trial Balance Builder
36:30 - Mailbag Begins
38:13 - Will QuickBooks & Xero Lose?
41:18 - Claude Chat vs Cowork
46:58 - Best Alex Hormozi Book
48:16 - Claude Projects Best Practices
50:05 - Is ChatGPT Dead?
51:48 - Pricing Cleanup Work
56:27 - AI Resume Screening
59:38 - Rebuilding Workflow Statuses for AI
๐ฃ๏ธ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
๐ฉ Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
โ๏ธ Leave me a voicemail at (1)516-980-4968!
๐ง Email me! jason@jasononfirms.com
In this episode, I explore why Anthropic embedding Claude directly into Slack may be one of the biggest AI shifts weโve seen yetโand why it makes me both excited and uncomfortable. I explain how goals, MCP connections, and Slack integration could eventually make AI the operating layer of an entire company. I also share three creative AI workflows accounting firms are already using, discuss whether QuickBooks and Xero are losing their grip on the market, answer questions about Claude, onboarding bookkeeping clients, hiring with AI, and explain why firms should rethink their workflow statuses for the AI era.
๐ฅ Hereโs that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
๐ A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps
๐ฐ Today's Sponsors
Financial Cents: Book a demo here: https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.
Soraban: https://www.soraban.com/
MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats
Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo
Karbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staats
Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes
๐ Hereโs that service library resource: https://youtu.be/T8rQzr3ogkM?si=DRjYWbe-2LobQcuS
๐The Alex Hormozi book I mentioned: https://www.amazon.com/100M-Offers-People-Stupid-Saying-ebook/dp/B099QVG1H8
// Chapters:
00:00 - Claudeโs Trojan Horse?
01:32 - Goals Change Everything
05:29 - Claude Inside Slack
10:34 - Is AI Running the Firm?
15:31 - Why Software Developers Matter
17:35 - Why MCP Wins
19:48 - 3 Wild AI Use Cases
20:23 - AI Proposal Generator
24:55 - AI Client Reporting
28:57 - AI Trial Balance Builder
36:30 - Mailbag Begins
38:13 - Will QuickBooks & Xero Lose?
41:18 - Claude Chat vs Cowork
46:58 - Best Alex Hormozi Book
48:16 - Claude Projects Best Practices
50:05 - Is ChatGPT Dead?
51:48 - Pricing Cleanup Work
56:27 - AI Resume Screening
59:38 - Rebuilding Workflow Statuses for AI
๐ฃ๏ธ 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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