Accountant & Firm FAQs
Find answers to common questions about using Digits across all your client accounts so your firm can stay confident, save time, and keep every engagement running smoothly.
Which clients are the best fit for Digits?
Digits works best for tech-forward service businesses, especially those that:
Use cloud tools like Stripe, Gusto, Ramp, and BILL
Have relatively straightforward financials (low or no inventory, minimal multi-currency)
Complex inventory, heavy multi-entity consolidations, or extensive multi-currency workflows are not ideal first clients to onboard.
What should I do if something doesn’t look right in Digits?
A few quick checks:
Confirm all relevant connections are active (banks, QBO, apps).
Refresh or re-authenticate any that show an error.
Check the Inbox for prompts about missing mappings, uncategorized transactions, or required approvals.
Still stuck? Reach out to [email protected] with the client name and a quick summary of what you’re seeing, and the support team will help you troubleshoot.
Can I use Digits for clients who weren’t on QuickBooks?
Yes. For non-QuickBooks clients, you’ll:
Import or build a Chart of Accounts in Category Manager (Digits’ Chart of Accounts).
Enter opening balances.
Connect banks and other financial tools.
Optionally import historical transactions via CSV if you want more history.
Digits then becomes the primary ledger going forward for those clients as well.
Can I override Digits’ categorizations?
Absolutely. You’re always in control of the books.
You can accept, edit, or override categorization suggestions directly in the Ledger or transaction views.
When you make changes, Digits learns from your edits and improves future suggestions for similar transactions.
Over time, the Agentic General Ledger™ adapts to your firm’s preferences and each client’s patterns.
What Is the ROI of Using Digits for an Accounting Firm?
The ROI of Digits isn’t about swapping one software subscription for another. It’s about freeing headcount capacity in a world where talent is scarce. Digits helps accounting firms reclaim hours that are currently tied up in manual reconciliation, cleanup, and review—so firms can grow, re-shore work, or stabilize delivery without hiring more accountants. On average, firms save ~5 hours per client per month using Digits. That means:
Put 30 clients on Digits → free up one full-time accountant’s capacity
Scale your client base without adding headcount
Reallocate experienced staff from bookkeeping to higher-value advisory work
For many firms, Digits becomes a direct lever for margin expansion and capacity planning—not just efficiency. Where the ROI comes from
AI Bank Reconciliations - Fewer transaction-by-transaction matches and fewer exceptions after setup.
Faster, more predictable month-end close - Less fire-drill cleanup and fewer surprises.
Cleaner data upstream - Fewer missing, duplicated, or miscategorized transactions.
Tool consolidation that eliminates “truth drift” -- One system of record instead of multiple tools slowly diverging from each other. The result is more consistent, real-time financial data across clients—and far less rework caused by conflicting sources of truth.
Try Digits today https://digits.com/accountants/
Can my firm boost efficiency by using Digits?
Yes—but more importantly, Digits helps firms unlock capacity. Digits is AI-powered accounting software built for accounting firms facing talent shortages, rising delivery costs, and fragmented tool stacks. By automating the most time-consuming parts of monthly delivery, Digits allows teams to scale client volume without scaling headcount. Where firms see the biggest efficiency gains
AI Bank Reconciliations -- Dramatically reduces manual matching and review time after initial setup.
Faster, more predictable close -- Standardized workflows mean fewer end-of-month surprises.
Standardization across clients -- Less variability, easier training, and smoother handoffs.
Consolidated tooling -- Fewer systems, fewer reconciliations between systems, and less “truth drift” over time.
Most firms don’t use Digits to replace people—they use it to:
Re-shore work that had been outsourced
Absorb new clients without hiring
Protect margins in the face of rising labor costs
Try Digits for your firm! https://digits.com/accountants/
How much does it cost to pay bills or get paid in Digits using ACH, Checks, and Digits Pay?
See: Digits Pay Pricing
Got a question or feedback? Our team is all ears—come say hello!