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BFTCPA>Bftcpa: /* Episode ATL224: Agentic AI Update – Summer 2025 */

2025-10-20T18:35:06Z

Episode ATL224: Agentic AI Update – Summer 2025

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== Episode ATL224: Agentic AI Update – Summer 2025 ==
'''Recording Date:''' August 26, 2025

'''Duration:''' 25:28

'''Hosts:''' Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA

'''Series:''' Accounting Technology Lab Podcast

'''Source:''' CPA Practice Advisor

=== Summary ===
In this episode, Randy Johnston and Brian Tankersley discuss the rise of '''Agentic AI''' and its implications for accounting and finance professionals. They distinguish between '''generative AI'''—which produces content from prompts—and '''agentic AI''', which takes autonomous, multi-step actions with minimal human input.
The hosts cover major product releases from summer 2025, including '''Intuit’s Agentic AI platform''', SmartVault’s '''SmartRequest AI''', and new features from Sovos, DataSnipper, Bloomberg Tax, CCH, Ramp, Paycom, and others. They explain how AI agents are now handling document collection, audit support, tax research, pricing, and HR inquiries. While praising the technology’s productivity potential, they warn about data access and privacy concerns. The episode concludes that agentic AI marks the next major leap—where intelligent systems act, reason, and learn independently across accounting workflows.

=== Key Quotes ===
* “Agents will actually take action without you having to do much of anything.” — '''Brian F. Tankersley''' (01:17)
* “Agentic AI is about autonomous action — not just writing text.” — '''Randy Johnston''' (05:18)
* “We just want a world where it doesn’t stink — let’s build skunk detection for technology.” — '''Randy Johnston''' (09:13)
* “Intuit has gone all in on AI — but some of their choices make professionals uneasy.” — '''Brian F. Tankersley''' (11:10)
* “You could form a whole audit file by simply asking your agent to find the evidence.” — '''Randy Johnston''' (15:11)
* “If we recorded this again tomorrow, the announcements would already be different.” — '''Randy Johnston''' (24:14)
* “A lot of money is being spent on AI — it’s a very exciting time to be in the profession.” — '''Brian F. Tankersley''' (23:40)

=== Companies, Products, and Services Mentioned ===
{| class="wikitable"
! Company / Product !! Description !! X (Twitter) !! Facebook !! LinkedIn !! Instagram
|-
| '''Intuit''' || Developer of QuickBooks, TurboTax, and Mint; launched Agentic AI platform in 2025 || [https://x.com/Intuit @Intuit] || [https://facebook.com/intuit Intuit] || [https://linkedin.com/company/intuit Intuit] || [https://instagram.com/intuit @intuit]
|-
| '''SmartVault''' || Cloud document management and workflow platform with SmartRequest AI || [https://x.com/SmartVault @SmartVault] || [https://facebook.com/SmartVault SmartVault] || [https://linkedin.com/company/smartvault SmartVault] || [https://instagram.com/smartvault @smartvault]
|-
| '''Sovos''' || Global tax compliance and e-invoicing software provider || [https://x.com/SovosCompliance @SovosCompliance] || [https://facebook.com/SovosCompliance Sovos Compliance] || [https://linkedin.com/company/sovos Sovos] || [https://instagram.com/sovoscompliance @sovoscompliance]
|-
| '''DataSnipper''' || Audit automation platform with AI-powered document analysis || [https://x.com/DataSnipper @DataSnipper] || [https://facebook.com/DataSnipper DataSnipper] || [https://linkedin.com/company/datasnipper DataSnipper] || [https://instagram.com/datasnipper @datasnipper]
|-
| '''Bloomberg Tax''' || Research and compliance platform with integrated AI assistant || [https://x.com/BloombergTax @BloombergTax] || [https://facebook.com/BloombergTax Bloomberg Tax] || [https://linkedin.com/showcase/bloomberg-tax Bloomberg Tax] || N/A
|-
| '''CCH AnswerConnect''' || Wolters Kluwer’s AI-enabled tax research and planning system || [https://x.com/Wolters_Kluwer @Wolters_Kluwer] || [https://facebook.com/WoltersKluwer Wolters Kluwer] || [https://linkedin.com/company/wolters-kluwer-tax-accounting Wolters Kluwer Tax & Accounting] || [https://instagram.com/wolters_kluwer @wolters_kluwer]
|-
| '''Ramp''' || Corporate card and expense management platform using AI for fraud detection || [https://x.com/tryramp @tryramp] || [https://facebook.com/tryramp Ramp] || [https://linkedin.com/company/ramp Ramp] || [https://instagram.com/tryramp @tryramp]
|-
| '''Ledger''' || AI-driven accounting and tax software for property owners || N/A || N/A || [https://linkedin.com/company/ledger Ledger] || N/A
|-
| '''Ignition''' || Proposal and client engagement software introducing AI pricing features || [https://x.com/UseIgnition @UseIgnition] || [https://facebook.com/UseIgnition Ignition] || [https://linkedin.com/company/ignitionapp Ignition] || [https://instagram.com/useignition @useignition]
|-
| '''Paycom''' || HR and payroll software with AI-powered “Ask Here” employee assistant || [https://x.com/Paycom @Paycom] || [https://facebook.com/Paycom Paycom] || [https://linkedin.com/company/paycom Paycom] || [https://instagram.com/paycom @paycom]
|-
| '''CPA Practice Advisor''' || Publisher of the Accounting Technology Lab Podcast || [https://x.com/CPAPracticeAdv @CPAPracticeAdv] || [https://facebook.com/cpapracticeadvisor CPA Practice Advisor] || [https://linkedin.com/company/cpa-practice-advisor CPA Practice Advisor] || [https://instagram.com/cpapracticeadvisor @cpapracticeadvisor]
|}

=== See Also ===
* [[Episode_ATL225:_Zoho_SMZ_and_Balance_Conferences_Recap]]
* [[Episode_ATL226:_Audit_Automation]]
* [[Episode_ATL227:_AICPA_Blockchain_Symposium_2025]]
* [[Accounting_Technology_Lab_Podcast_Index]]

ATL224 - Revision history

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BFTCPA>Bftcpa: /* Episode ATL224: Agentic AI Update – Summer 2025 */