Introducing the Agentic Close: Manage by Exception

For decades, accounting platforms have been sold as the financial system of record.

But they have never taken that job seriously.

Yes, they store financial data, but the work required to produce a complete, accurate, trusted set of books has been left to bolt-on tools and manual labor. 

Collecting financial activity, booking it correctly, reconciling it to source documents, preparing accrual schedules, identifying what needs review, fixing mistakes, and drafting reports consumes hours. Accountants have taken on that burden themselves, repeating the same process across every client, every month, for decades.

Yet, clients have never hired accountants for data entry. They hire them for confidence: accurate financials, with context on what changed, based on the judgment of someone they trust who will stand behind the numbers 

Today, AI can prepare work and surface issues, but it will never replace that trust, judgement, or accountability. Meanwhile, accountants have been stuck with the tedium that their software never finished.

At Digits, we've believed since Day 1 that the job of an accounting platform is not merely to store the books. The job is to help close them!

Introducing the Agentic Close

In March 2025, we launched the Agentic General Ledger, which auto-booked transactions in real time without rules or manual bank feeds. Last November, we shipped AI Bank Reconciliations. In May, we launched Automated Schedules. Each release was a piece of the close.

Today, with the launch of Quality Control and Firm Dashboard, we're bringing those pieces together into the end-to-end Agentic Close.

Traditional close workflows are built around a monthly scramble. Transactions pile up. Missing information accumulates. Review happens after the fact. Even modern AI close tools still begin with the accountant describing a workflow, reviewing the steps an agent creates, approving it to run, and deciding when to run it again.

At Digits, we take a different approach.

The Agentic Close runs continuously. As new financial activity enters Digits, the ledger books it, evaluates it against firm standards, and brings the right exceptions into your Checklist for review, without waiting for anyone to prompt the system.

This is management by exception, built directly into the ledger.

Plain English instructions. Deterministic checks.

Accounting teams already have expectations for how they want the books reviewed: material expenses over a threshold, transactions booked to parent categories, missing customer or vendor assignments, unusual P&L movement, and client-specific policies, just to name a few.

Historically, those rules lived in someone’s head, in a workpaper, or in a month-end checklist.

With Digits, you simply express those expectations as Agent Instructions in plain English. Digits automatically converts them into deterministic checks that run consistently across the ledger, continuously, without ever hallucinating.

This is not a prompt-driven workflow where an accountant asks an agent to do a task, reviews the action plan it creates, approves it to run, and repeats the process next month. Once configured, Digits checks are hard-coded, auditable, always on, and running continuously as every new transaction enters the ledger.

 The ledger does the monitoring. The accountant stays in control.

The Agentic Close, end to end

The close is not one task. It is the result of connected workflows, and most should not wait until month-end. Digits brings those workflows together inside one accounting platform, working continuously as your clients' financial activity enters the ledger.

Collect

Digits Connect integrates with more than 12,000 financial institutions and automatically imports financial activity as it happens. Paper documents, including checks, bills, invoices, and statement PDFs, can be submitted by photo, drag-and-drop, or email forward and are processed automatically.

Book

Digits AGL^® books all financial activity as it arrives using custom-built, domain-specific AI bookkeeping models, not general-purpose LLMs. Trained on 180 million transactions representing nearly $1 trillion in real financial activity, they know when they are confident and when they are not. When there are exceptions – uncertain transactions, miscategorizations, missing vendors, missing customer assignments, and countless other items – Quality Control catches and surfaces them automatically in Checklist for review.

Reconcile

Digits starts reconciliations for you. Statements are fetched automatically from supported banks, or imported via drag-and-drop or email. It matches bank feeds, statement PDFs, and ledger data, catches duplicates and missing activity, and surfaces only anomalies that need review. Matched transactions are tied to audit-proof pixel bounding-boxes on the statement PDF.

Schedule

Digits brings supporting accrual schedules directly into the ledger. When a transaction looks like it needs accrual treatment, such as a fixed asset, prepaid expense, or deferred revenue, Digits detects it, drafts the schedule, shows assumptions and projected entries, and surfaces it in your Checklist for approval. Once approved, the schedule becomes a first-class ledger object, with monthly journal entries maintained automatically.

Review with Quality Control

The bookkeeping models do the work and Quality Control reviews it. It runs always-on checks for balance anomalies, material transactions, unusual spend, and parent-category bookings that need a second look.

Clear-cut issues can be resolved automatically. Issues that require judgment are escalated to your Checklist with context and a recommended action. For firms, Quality Control can be configured at the firm level and customized at the client level. Firms can describe checks in natural language, and Digits turns those instructions into deterministic checks that run against every new transaction in perpetuity.

Report

Clients can access live financials 24/7 through interactive portals, dashboards and real-time financial statements on mobile or desktop. Digits also generates and schedules customizable financial reports that are interactive, drillable to the source transaction, and commentable at the line level.

From manual review lists to an intelligent Checklist

With the Agentic Close, Digits continuously evaluates the books in the background and brings the items that matter into Checklist.

Instead of hunting for problems, accountants review the exceptions Digits has already surfaced.

Instead of assembling the same review list every month, teams refine the instructions that govern what appears automatically in your Checklist.

This is the disciplined version of agentic accounting: flexible where customization matters, deterministic where accounting requires control, and continuous where close quality depends on catching issues as they happen.

This is the Agentic Close.

A ledger that doesn't just store the books, but closes them.

The Agentic Close is available today for all accounting firms on Digits.