Podcast· Accounting Firm Coach: Office Hours
655 New: The Local AI Accountants Have Been Waiting For [Now available!]
Oct 27, 2026 · 55 min · Clio 56
Clio listened
Jason Statts of Accounting Firm Coach argues that Perplexity Computer’s new local-AI mode is not ready for sensitive work, despite its security appeal. He also covers AI app-cloning risks, how accounting firms should think about practice management and workflow stacks, and practical billing, leadership, and lead-gen advice that CIOs can translate into AI governance and software rationalization.
Key points
- Perplexity Computer can now run locally on Mac, but only on high-end Apple Silicon with 36GB+ memory.
- Its local model benchmarks far below Claude’s Opus, making it slower and materially less capable for automation.
- Jason says business-plan cloud AI is safer than consumer plans because prompts are not trained into the model.
- He warns cloned or vibe-coded apps are risky for client-facing systems, shared ledgers, and practice-management records.
- For mid-year onboarding, he prefers upfront cleanup fees with hard deadlines to avoid clients delaying and paying less.
- Lead-gen services work only when firms target a very narrow niche with a clearly painful, specific problem.