7 Reasons Accounting Firms Are Switching to Digits
Most accounting platforms weren’t built for how modern accounting firms operate or what their clients expect. Reconciliation is limited. Reporting is static. And “AI” usually means a few autofill rules or a loose ChatGPT functionality added to outdated software.
Firms are tired of juggling spreadsheets, broken bank feeds, and outdated client portals that require more follow-up than they save. Manual work slows everything down, from categorization to review to month-end close. And adding new clients often means adding headcount just to keep up.
Digits offers a better way. It’s a truly AI-native platform built from the ground up to automate transaction booking, streamline reviews, and keep every client’s financials live, accurate, and accessible. With built-in dashboards, smart collaboration tools, and real-time data flows, Digits gives firms the visibility, efficiency, and scale they need to grow, without burning out their team.
Here are seven reasons firms are switching to Digits:
1. The Autonomous General Ledger®
Digits eliminates the manual grind of transaction categorization by automatically booking over 93% of entries with zero rules or setup. It’s powered by the world’s first Autonomous General Ledger® (AGL), which has been trained on more than $825 billion in real transaction data and tested internally on over 2,000 monthly closes.
Plus, the more you work with it, the smarter it gets. Digits adapts based on your team’s preferences and each client’s chart of accounts.
All of this saves your firm time and money. Most firms still burn hours every month on brittle rule logic, tedious click-throughs, or offshore “AI” teams. Digits replaces all of that with an AI-native system that gives your team time back to focus on high-margin work, like advisory and client strategy.
2. Direct integrations with over 12,000 financial institutions
Clean, complete data is the foundation of every accounting workflow, and Digits makes it automatic. With direct integrations to over 12,000 banks, credit cards, payroll systems, and expense platforms, Digits pulls in everything your team needs in real time.
No more missing feeds, broken connections, or manual uploads. Digits Connect ensures every account stays synced and up to date, with proactive alerts if anything needs attention.
With fewer data issues slowing things down, your team can deliver financials faster, strengthen client relationships, and take on more work without adding headcount.
3. Full-account reconciliation
Digits lets your team reconcile every balance sheet account for every client, including credit cards, loans, clearing accounts, and payroll liabilities.
Legacy tools typically stop at bank recs, leaving the rest to spreadsheets and workarounds. Digits replaces that manual effort with AI-driven matching across multiple data sources. It automatically pairs entries, flags discrepancies, and tracks progress in real time so your team knows exactly where to focus.
Plus, with Digits, you can filter by account, drill into specific transactions, and resolve issues without ever leaving the platform. All of this allows you to complete account reconciliations faster, with fewer hours wasted on cleanup.
4. Built-in transaction review with one-click client Q&A
Digits speeds up review cycles by surfacing questionable transactions, suggesting fixes, and letting your team follow up with clients in one click. Instead of relying on long email chains and suffering through delayed replies, your team can send targeted questions directly from the Digits Inbox platform.
It does this by learning from your historical data and flagging anything that looks unusual or lacks key details. That means your team spends less time manually inspecting transactions and catches issues faster and more reliably than manual review alone.
5. AI-powered reporting and dashboards
Every client you manage through Digits gets access to a live dashboard with real-time metrics like revenue, burn rate, cash flow, and runway. Clients can check their numbers anytime and drill into specifics to see what’s driving changes behind the top-line metrics.
Plus, at month-end, those same insights are transformed into interactive, professional reports that are ready to share with clients. Reports include hover-to-discover visuals, line-by-line commentary, and AI-generated summaries that call out key shifts, trends, and anomalies. You can even tailor each report to highlight what matters most, giving them a customized view of the financial picture.
6. A secure and centralized platform
Digits replaces scattered portals, inboxes, and file drives with one secure, modern workspace for your team and your clients. Every client gets a branded portal with login-free access, built-in messaging, and a document vault where they can securely upload files, respond to questions, and check off to-do items.
For your firm, Digits provides a centralized dashboard to view every client’s books, track progress, assign work, and collaborate in context. You can comment directly on transactions, reports, and vendors using Digits Inbox. This way, nothing gets lost in email threads or Slack channels.
It’s a better way to manage your workflow, communicate with clients, and scale your firm.
7. Built-in bill pay and invoicing workflows
Digits lets your firm manage accounts payable and invoicing without leaving the platform or stitching together external tools. With AI Bill Pay, you can upload vendor invoices, extract line items automatically, route approvals, and pay by ACH or check, all backed by a secure, auditable ledger.
On the AR side, Digits also supports invoicing workflows that let you create, send, and track client invoices with full visibility into payments and cash flow. Everything is synced to your clients’ books in real time, so there’s no need for manual reconciliation or outside systems.
It’s a faster, smarter way to offer full-service bookkeeping, and a simple way to grow revenue by managing more of your clients’ financial operations in one place.
Switch to Digits today
Digits gets your firm up and running in days, not weeks, so you can start closing books faster with fewer tools. To make the change as painless as possible, we offer robust resources to guide you through onboarding, from syncing client connections to training your team and tailoring the platform to your workflows.
You’ll get hands-on setup, in-product collaboration, and real-time financials that streamline everything from reconciliation to reporting — no more stitching together five different tools just to serve one client.
Ready to see how Digits can help your firm unlock the full-time and cost-saving power of AI? Become a Partner today and give your clients the modern experience they’ve been waiting for.
FAQs
What makes Digits different from traditional accounting platforms for firms?
Digits is different from traditional accounting platforms because it’s fully AI-native and built to automate the most time-consuming parts of accounting. Unlike legacy systems, Digits uses a proprietary Autonomous General Ledger (AGL), trained on over $825 billion in real transaction data, to automatically book more than 93% of transactions with no manual setup. It also includes live dashboards, real-time collaboration tools, and a centralized client portal, all in one secure, unified platform.
How does Digits help accounting firms save time and scale efficiently?
Digits helps accounting firms save time and scale efficiently by automating core accounting workflows. Its Autonomous General Ledger (AGL) categorizes and books over 93% of transactions automatically, while built-in tools for reconciliation, transaction review, and reporting reduce the need for manual work.
What support does Digits offer for firms switching from other platforms?
Digits supports firms switching from other platforms with dedicated onboarding & personalized guidance through 1:1 support, weekly live webinars, Digits Academy, step-by-step documentation, and more. Further, client migration from other ledgers is seamless.
