They Trust You More Than the Bot

Wednesday, December 10, 2025

Hey, Accounting Pros!

Welcome back to AI Accounting Daily.

Retirement fear is rising, but only 10 percent trust AI more than a person. See how firms blend tools and human care to calm shaky savers. Next, a new sales tax team up starts to shift the grind to AI. Some groups keep that work in house, while others send it out to partners. Last, you will see how the same tools can turn sales tax into real firm profit.

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Latest in Accounting AI

Retirement Savers Test AI, Still Trust Humans

Retirement fear is spiking, and people want help that feels human. Just 10% of Americans trust AI more than a human advisor. Yet 37% already lean on AI for parts of money management. For accountants, hybrid planning stacks will beat bots or humans alone.

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Vertex And CPA.com Shift Sales Tax To AI

Vertex and CPA.com partnered with Kintsugi. It maps exposure, automates registrations, and files returns across ERP and e-commerce systems. CAS and SALT teams can keep the work or refer it out, reshaping who owns compliance.

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Vertex And CPA.com Turn Sales Tax Into Firm Revenue

Sales tax is getting an AI copilot. Vertex, CPA.com, and Kintsugi are bundling an AI sales tax platform. It maps nexus, automates registration and filings, and plugs into major systems. Firms must now decide whether to white-label compliance or send clients to the network.

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AI Applications

1. Jenni AI - assists with drafting reports, proposals, and tax documents so firms reduce manual writing, accelerate deliverables, and maintain clear, professional client communications.

2. Fireflies - transcribes and summarizes meetings automatically so your firm captures client conversations accurately, reduces manual note‑taking, and improves follow‑up speed.

3. Activepieces - streamlines complex inter-app workflows using its no-code AI Agents and Flows to save billable hours, standardize data, and eliminate version-control chaos.

4. Airwallex - manages cross-border payments and multi-currency accounts so accounting firms consolidate client banking, reduce transaction costs, and improve cash flow visibility.

5. Quo (openphone) - streamlines client communication with 24/7 AI agents and shared team inboxes to ensure fast response times and save billable hours on administrative busywork.

6. Thomson Reuters Ready to Review - uses agentic AI to process prior-year returns and source documents so your firm generates 1040 returns ready for partner review.

Updates in AI

OpenAI Staff Exits As AI Risk Research Softens

OpenAI’s economic research team is losing staff over claims it now pushes AI advocacy. WIRED cites at least two departures after leadership resisted publishing work on job and wage risks. For firms using OpenAI data in workforce plans, that bias could quietly shape headcount bets.

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Anthropic Pushes AI Skills Over Agent Sprawl

Anthropic researchers say AI is chasing the wrong target: endless agents. They want modular 'skills' that hold expertise and steps. Think a revenue recognition skill, not another bot for each client. If that model wins, the real fight is who defines the skills.

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Retail AI Cuts Holiday Returns Staff 30 Percent

Seasonal staffing is next on AI's list. ReverseLogix says retailers using its returns platform see two to three times faster, more accurate processing. That lets them cut 20% to 30% of seasonal returns staff. Controllers watching labor budgets have another lever, and another risk.

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Prompt Ideas

Draft Notes for Advisory Recommendations

**Role:** You are a **CFO advisor** who translates financial insights into clear, actionable recommendations for clients. **Action:** Write **advisory recommendation notes** for **[INSERT CLIENT NAME]** based on their **[INSERT FINANCIAL AREA OR REPORT]**. **Context:** - Audience: clients receiving strategic advisory services - Goal: summarize findings, link data to actions, and guide next steps - Tone: consultative, confident, and direct - Style: short paragraphs or bullet notes organized by priority - Variables: - **Client Name:** [INSERT CLIENT NAME] - **Financial Area:** [Cash Flow / Profitability / Growth / Tax Strategy] - **Reporting Period:** [Month / Quarter / Year] - Structure: 1. Summary of key findings 2. 3–5 advisory recommendations 3. Expected impact of each 4. Action timeline or owner (if internal use) - Output Length: **250–350 words**