undefined Introducing the Agentic Close: Manage by exception, directly inside the ledger.

The Agentic Close

Stop closing your clients' books across disconnected systems.
Digits does the work inside the ledger and surfaces what needs your review.

From transaction to close. One system.

Most accounting systems only record work. The Agentic Close does it for you.

  1. Collect

    Financial activity flows into the ledger continuously.

    • Connects directly to banks, cards, payroll, and payment platforms
    • Imports transactions and documents as activity happens
    • Ingests statements, invoices, and receipts automatically
    • Begins work the moment new data arrives
  2. Book

    Transactions categorized continuously inside the ledger.

    • Categorizes transactions automatically as they arrive
    • Surfaces lower-confidence items for review
    • Learns from accountant decisions over time
    • Reduces recurring manual bookkeeping work
  3. Reconcile

    Reconciliation starts before month-end begins.

    • Matches transactions automatically against source activity
    • Matches transactions and resolves confirmed items automatically
    • Surfaces exceptions with context on what was attempted and why
    • Attaches each match to an audit-proof bounding box on the statement PDF
  4. Schedule

    Schedules generated directly from ledger activity.

    • Detects transactions requiring schedule treatment
    • Drafts fixed asset and prepaid schedules automatically
    • Maintains supporting journal entries continuously
    • Carries approved logic forward into future periods
  5. Review

    Quality control with full execution context.

    • Evaluates categorization, balances, duplicates, and anomalies
    • Runs continuously throughout the month
    • Escalates exceptions with full context and a recommended action
    • Configurable by party, category, and materiality threshold
  6. Report

    Financials ready when review is complete.

    • Produces reports directly from the live ledger
    • Eliminates manual assembly and reconstruction work
    • Keeps reporting connected to underlying activity
    • Reflects the real-time state of the books

Every close requires less work than the last.

Every client. One live view.

Track open items, blocked work, and team assignments across your entire firm from a single dashboard.

A Digits firm dashboard tracking close status across every client

Manage by exception

Quality Control runs continuously inside the ledger, surfacing unusual transactions, reconciliation mismatches, and balance anomalies with full context. Configure what gets flagged around your firm's materiality thresholds and workflows.

The firm that emerges

Focus on judgment.
Not coordination.

Staff accountants move beyond transaction-level cleanup and spend more time understanding financial performance, identifying risk, and developing stronger accounting judgment earlier in their careers.

Visibility across every client.

Managers see where work is blocked, what needs review, and where intervention is required without chasing updates across spreadsheets, Slack threads, or status meetings.

More capacity.
Same team.

Partners reclaim time for strategic client conversations while firms increase capacity without scaling operational overhead or adding headcount.

Free your team for the work that grows the firm

Digits For Firms

  • Agentic Close trained on your firm's standards
  • Automated Schedules
  • Your brand on every client login and report
  • Exclusive firm pricing
  • Dedicated success manager
An accountant reviewing Digits financials at her desk

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