Hey friends! I’mLiz Scott—accounting technologist, educator, and champion of tools that give you time back and your clients a better experience. Today, I’m sharing highlights from my conversation with Megan Reid from Digits, and how automating the month-end with Digits’ AI General Ledger is changing the way modern accounting firms work.
Let’s start with the pain we all know: waiting three to four weeks for financials. By the time those numbers hit your inbox, the decisions have already passed. Founder Jeff Seibert asked the obvious question: If the rest of tech runs in real time, why don’t our books? That question sparked Digits—and a fresh approach to closing the books faster, smarter, and with far less frustration.
What Makes Digits Different (and Why You Should Care)
Digits isn’t another add-on layered over QuickBooks. Instead, it’s a full general ledger built for the AI era. That distinction matters.
Unlike tools where AI feels glued on after the fact, Digits uses an agent-operated system and a semantic knowledge graph that learns context—the business, firm preferences, and the patterns that drive accurate books.
The result? Less guesswork. More “it just did the thing.”
Simply put, it doesn’t just process transactions—it understands them.
Trained on Reality, Not Vibes
Megan shared that Digits’ proprietary models were trained on hundreds of billions of real transactions—roughly 825 billion. That depth dramatically reduces hallucinations and mirrors how accountants actually categorize, review, and close.
Even better, the learning compounds over time:
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Client-level learning: Confirm a transaction once, and Digits applies that rule forward (and with your permission, back-applies to similar history).
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Firm-level learning: For a new client with no data, Digits leans on your firm’s existing patterns before using broader models.
In short, your daily work trains your firm’s AI—automatically.
Results That Matter to Firm Owners
Before its broader launch, Digits ran an internal R&D firm and completed 2,000+ monthly closes. Over time, firms saw 30–36% faster close cycles.
In one recent month, 90% of transactions were booked correctly with no human touch. Some clients even achieved zero-touch closes—review, publish, done.
This unlocks serious advantages:
✅ Less pressure to hire for repetitive work
✅ More time for advisory and review
✅ A smoother client experience with fewer “send me the statement” emails
Onboarding Without the Headache
Here’s the part I love. You can sign up, land in your Firm Dashboard, and launch a demo firm + client—a full sandbox that’s safe to explore.
Every teammate gets their own sandbox, making it easy to train or even demo to prospects. Many firms start by migrating their own books first, just to see how it performs with familiar data.
Time check: about 10 minutes to connect, and 5–20 minutes for Digits to provision history (depending on firm size).
Migration from QBO—Keep History, Start Fresh
Choose a cutover date (say, October 1). Digits automatically pulls all QBO history up to that point—transactions, vendors/customers, and your chart of accounts.
From that date forward, AI and live connections operate in real time.
Simple question: if you could keep your history and flip to a live, real-time flow—what’s stopping you?
The New First Step Each Month
Instead of clearing bank feeds and building rules, you’ll start from the Inbox. Transactions stream in continuously.
Digits auto-books confident matches, and anything uncertain lands in the Inbox for a quick confirm. Each confirmation trains the model, back-applying when relevant.
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Month 1: A handful to review.
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Month 2: Even fewer.
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Month 3: Just a trickle.
That’s compounding efficiency you can actually feel.
Reconciliations—Neater, Faster, Calmer
Digits now auto-pulls bank statements (PDFs) into a secure document hub—so no more chasing files or renaming chaos.
Soon, statements will drop directly into the Recs screen with auto-entered balances and line-level discrepancy detection. Suggested actions appear instantly, while you keep the final say.
The philosophy stays simple: automate the tedious; keep accountant control.
Ledger Control You’ll Actually Use
Think trial-balance view, but flexible. Bulk edit vendors, categories, or accounts on the fly—and apply instantly.
Clients can review and suggest changes but can’t break reconciliations by touching source data. Sanity preserved.
Collaboration Where the Work Lives
You can comment anywhere—transactions, accounts, or reports—and @mention your client or teammate.
Track everything through Assigned / Watching / Open / Closed in the Inbox. Activity logs show who viewed, edited, and published, keeping communication clean and traceable.
Less email. More clarity.
Reporting Your Clients Will Actually Read
Digits gives you two reporting modes:
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Live Financials (P&L, BS, Cash Flow, AP/AR): Always up to date. Hover to surface insights or drill down when something looks off.
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Custom Report Packages: Branded, locked, and AI-assisted executive summaries with shareable links and view tracking.
In both cases, clients see real-time value—not static spreadsheets.
Payroll and Integrations
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Native now: Gusto
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Coming soon: ADP, Paychex, Rippling
If you use Gusto, the integration is live. Others can be imported manually for now.
How to Get Your Team Up the Curve
Digits makes it easy to learn your way:
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The Partner Program includes discounts, co-branding, and live enablement sessions.
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Digits Academy offers certifications and an AI fundamentals course built by a principal ML engineer—ideal for teams wanting confidence, not buzzwords.
Try This Simple 3-Step Sprint
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Launch the demo firm + client. Click around and explore safely.
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Migrate your firm’s books—familiar data makes the “aha” moments obvious.
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Connect one card or account. Watch the Inbox loop reduce your touches.
Give it 2–3 hours. In the first month, you’ll feel the shift. By month two, you’ll see the compounding.
The Takeaway
This isn’t about replacing accountants—it’s about removing the grind so your expertise shows up earlier and louder.
Clients don’t just want reports—they want reliable guidance they can act on now.
When the tedious melts away, we finally have space to deliver transformational, next-level work.
Ready to make month-end a calm checkpoint instead of a fire drill?
Spin up the sandbox and experience what real-time accounting feels like.