ATL224

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

Company / Product	Description	X (Twitter)	Facebook	LinkedIn	Instagram
Intuit	Developer of QuickBooks, TurboTax, and Mint; launched Agentic AI platform in 2025	@Intuit	Intuit	Intuit	@intuit
SmartVault	Cloud document management and workflow platform with SmartRequest AI	@SmartVault	SmartVault	SmartVault	@smartvault
Sovos	Global tax compliance and e-invoicing software provider	@SovosCompliance	Sovos Compliance	Sovos	@sovoscompliance
DataSnipper	Audit automation platform with AI-powered document analysis	@DataSnipper	DataSnipper	DataSnipper	@datasnipper
Bloomberg Tax	Research and compliance platform with integrated AI assistant	@BloombergTax	Bloomberg Tax	Bloomberg Tax	N/A
CCH AnswerConnect	Wolters Kluwer’s AI-enabled tax research and planning system	@Wolters_Kluwer	Wolters Kluwer	Wolters Kluwer Tax & Accounting	@wolters_kluwer
Ramp	Corporate card and expense management platform using AI for fraud detection	@tryramp	Ramp	Ramp	@tryramp
Ledger	AI-driven accounting and tax software for property owners	N/A	N/A	Ledger	N/A
Ignition	Proposal and client engagement software introducing AI pricing features	@UseIgnition	Ignition	Ignition	@useignition
Paycom	HR and payroll software with AI-powered “Ask Here” employee assistant	@Paycom	Paycom	Paycom	@paycom
CPA Practice Advisor	Publisher of the Accounting Technology Lab Podcast	@CPAPracticeAdv	CPA Practice Advisor	CPA Practice Advisor	@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