588 The 11 Biggest Risks of Using AI Agents [And how to mitigate them]
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588 The 11 Biggest Risks of Using AI Agents [And how to mitigate them]

1:19:53 Mar 5, 2026
About this episode
? Get smarter faster by learning with other firm owners: https://www.rlz.io/? 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?? Leave me a voicemail at (1)516-980-4968!? Email me! jason@jasononfirms.comIn this episode, I break down what AI agents actually mean for accounting firms today and the real security risks behind the hype, including the risks highlighted by Palo Alto Networks and why weaker AI models may be the biggest overlooked issue. I also review the latest companies in the AICPA startup accelerator and share quick reactions on which ones actually matter for firms. I answer mailbag questions on pricing faster financial statement delivery, Intuit’s new AI announcement, LinkedIn visibility, and what AI can realistically automate in bookkeeping and tax work.? The excellent article from paloalto networks https://www.paloaltonetworks.com/blog/network-security/why-moltbot-may-signal-ai-crisis/? I’m going live! We’ll announce new dates and cities. Stay tuned for the presale? Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag? A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps? Today's SponsorsCloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidatesSoraban: https://www.soraban.com/Financial Cents: https://hubs.li/Q03mLr_x0Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ usersVerito: https://verito.com/MakersHub: https://makershub.ai/TeamUp: https://www.hireteamup.com/// Chapters:00:00 Introduction to AI Agents in Accounting01:15 Why AI Is Dominating the Conversation02:15 AI Agent Security Risks07:10 Top AI Agent Risks Explained19:31 Example of AI Agent Autonomy24:01 AI Model Security and Risk Management28:20 How Firms Should Approach AI Safely30:31 AICPA Startup Accelerator Overview33:00 Startup Accelerator Companies Review43:04 Mailbag Introduction43:30 Pricing Faster Financial Statement Delivery52:59 Intuit Intelligence Announcement56:54 AI and the Future of Tax Work1:07:06 Building Visibility on LinkedIn1:08:22 Perplexity Computer AI Agent1:09:05 AI Automation From Bank Statements to Tax Returns1:12:06 AI Anxiety in the Accounting Profession?? Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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