Mana Accounting & Advisory is dedicated to serving startups and law firms by acting as their in-house finance team. From bookkeeping and payroll to bill pay and tax, the firm takes a holistic approach to client finances—always with the goal of delivering actionable insights, not just numbers.

The Challenge 🧮

As Mana grew, the tools couldn’t keep pace. QuickBooks and Zoho handled the basics, but left the team buried in manual work:

  • Creating and managing transaction rules
  • Categorizing line items one by one
  • Cleaning up messy historical data

Reporting was another pain point. Clients wanted clear takeaways–what to do with the numbers  –not just templated spreadsheets. 

Founder and CEO Josh Chapel summed it up:

“A lot of the work wasn’t difficult—it was just time-consuming. Manual categorizations, cleanups, and boilerplate reporting slowed us down. Our clients wanted to know what to do next with their numbers, and we didn’t have the right tools to deliver that efficiently.”

Onboarding new clients often came with another layer of added friction. Each setup meant chasing credentials, hand-holding through every step, and wasting valuable time before any real work could begin.  

Why Digits? 🚀

As an early believer in AI’s potential, Josh had been following Digits long before it became available to accounting firms. When it did, it felt like a perfect match—Digits aligned seamlessly with Mana’s philosophy of continuous improvement.

Josh wasn’t struggling with complex work—he was stuck in time-consuming, repetitive tasks. Cleanups dragged on. Categorization required constant manual input. Onboarding new clients slowed everything down. And clients wanted better answers, faster.

Digits delivered.

Cleanups that took hours now take minutes. Transactions come in already categorized, no rule-building required. Clients connect their accounts without hand-holding, and reporting finally looks and feels as sharp as the insights inside it.

Most importantly, Digits gave Josh and his team the freedom to focus on what really matters: delivering value through insight and advisory—not getting buried in busywork.

For a firm built on doing things better every day, Digits wasn’t just a tool. It was a turning point.

“With Digits, categorizations are already built in—it’s just a matter of glancing through. That’s serious time savings for us and for our clients.” – Josh Chapel

Impact and Results đź’…

Digits quickly became a time-saver and confidence booster for Mana’s small but growing team.

Efficiency Gains: 

  • Cleanups that used to take entire afternoons now take minutes.
  • PDF bank statements are uploaded directly into Digits for instant processing.
  • Accurate AI-driven categorization out of the box. No rule-building required. 
  • Saves up to five hours per client project, freeing Mana’s team for higher-value work.

Easy Adoption:  With only three team members, simplicity was key. Digits delivered.

  • Staff described the platform as intuitive, modern, and far less intimidating than legacy tools
  • Minimal training was needed—the team quickly gained confidence and consistency across clients

Better Client Experience: Client onboarding is now fast and friction-free. With just an invitation and a few clicks, new clients connect their accounts without needing extra guidance.

  • No more credential-chasing or setup delays
  • Clients receive beautiful, interactive dashboards with smart charts and widgets—now enhanced by Digits’ AI-driven automation for even faster insights

Most importantly, Digits has freed Mana’s accountants to focus more on insights and advisory—the work that truly drives client value

“Digits gives us more time to focus on conversations and insights instead of just getting accurate numbers. That’s the future of accounting.” – Josh Chapel

Looking Ahead 🌟

Josh sees AI as the driving force reshaping the profession. He believes tools like Digits will reduce tedious manual work, pushing accountants toward higher-value analysis and strategy.

For Mana, that means expanding advisory services—even for base clients—by providing deeper insights alongside accurate numbers.

“Digits shows you where the future of accounting is going. If you want your firm to grow, get involved sooner rather than later.” – Josh Chapel

Ready to save hours and elevate your client experience? Book a demo with Digits today.