DiscoverAccounting for InnovationFrom Transactions to Transformation: How AI is Changing Bookkeeping and CAS
From Transactions to Transformation: How AI is Changing Bookkeeping and CAS

From Transactions to Transformation: How AI is Changing Bookkeeping and CAS

Update: 2025-06-18
Share

Description

Welcome to the Accounting for Innovation podcast. In this episode, Jody Padar and Matt Tait explore the revolutionary impact of AI on bookkeeping and Client Accounting Services (CAS). 

Learn how AI tools are transforming transactional work, categorization, and reconciliation, reducing data entry and significantly scaling CAS without additional headcount. Listen to this discussion about the evolution of AI in accounting tech stacks, highlighting key tools like QuickBooks, Puzzle, and Ramp, and how these integrations enhance operations. Discover how AI is enabling accountants to become better advisors and shifting industry paradigms. Don't miss this insightful discussion that could change how you approach your accounting practice.

Sponsored by Syscloud (@SysCloud)
https://www.syscloud.com/

This episode is brought to you by Decimal and the Radical CPA.

Comments 
In Channel
loading
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

From Transactions to Transformation: How AI is Changing Bookkeeping and CAS

From Transactions to Transformation: How AI is Changing Bookkeeping and CAS

Jody Padar & Matt Tait