# Digits for Firms Plans

***

## Plan Overview

**AI Close Agents** are included on every plan:

* Firm Model
* Custom Quality Checks (*coming soon*)
* Automated Schedules 
* Statement Fetching (APIs)
* Client Chasing (*coming soon*)
* Send monthly reports

<table><thead><tr><th width="188.56463623046875">Plan</th><th width="291.68243408203125">Who It's For</th></tr></thead><tbody><tr><td>AI Close Agents - <strong>Core</strong></td><td>Scaling businesses requiring advisory services</td></tr><tr><td>AI Close Agents -<strong>Essentials</strong></td><td>Solopreneurs, small teams, and early-stage businesses</td></tr><tr><td>AI Close Agents - <strong>Tax</strong>*</td><td>Small businesses needing tax prep or write-up</td></tr><tr><td>Firm Free Books</td><td>Your own firm</td></tr></tbody></table>

<sup>*\*Clients cannot access their financials on this plan.*</sup>

***

## Compare Features on Plans

<table><thead><tr><th width="218.92340087890625">Feature</th><th width="90.6953125">Core</th><th width="115.6171875">Essentials</th><th width="90.0025634765625">Tax</th><th width="106.094970703125">Firm Free Books</th></tr></thead><tbody><tr><td>Bank-grade security – Enterprise-level protection</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Essential Connections (12,000+ bank, card, and payroll providers)</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Automed Schedules</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Firm Model</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Checklist</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Basic QC Checks</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>API access</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Digits MCP</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Digits iOS App</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Statement Fetching (APIs)</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Vault</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Send Monthly Reports</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Custom Quality Checks (<em>coming soon</em>)</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Client Chasing (<em>coming soon</em>)</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Bills</td><td>✅</td><td>✅</td><td>❌</td><td>✅</td></tr><tr><td>Invoices</td><td>✅</td><td>✅</td><td>❌</td><td>✅</td></tr><tr><td>Home Dashboard</td><td>✅</td><td>✅</td><td>❌</td><td>✅</td></tr><tr><td>Custom Dashboards</td><td>✅</td><td>❌</td><td>❌</td><td>✅</td></tr><tr><td>Core Connections (Ramp, BILL, and Stripe)</td><td>✅</td><td>❌</td><td>❌</td><td>✅</td></tr><tr><td>Dimensions</td><td>✅</td><td>❌</td><td>❌</td><td>✅</td></tr><tr><td>Ask Digits</td><td>✅</td><td>✅</td><td>Firm</td><td>✅</td></tr><tr><td>Vendors</td><td>✅</td><td>✅</td><td>Firm</td><td>✅</td></tr><tr><td>Customers</td><td>✅</td><td>✅</td><td>Firm</td><td>✅</td></tr><tr><td>Financials</td><td>✅</td><td>✅</td><td>Firm</td><td>✅</td></tr><tr><td>24/7 AI Reconciliations</td><td>✅</td><td>✅</td><td>Firm</td><td>✅</td></tr><tr><td>Ledger</td><td>✅</td><td>✅</td><td>Firm</td><td>✅</td></tr><tr><td>Banks &#x26; Cards</td><td>✅</td><td>✅</td><td>Firm</td><td>✅</td></tr><tr><td>Category Manager</td><td>✅</td><td>✅</td><td>Firm</td><td>✅</td></tr></tbody></table>

<sup>*"Firm" = Feature available for accountants only; clients cannot access.*</sup>

***

### Frequently Asked Questions

<details>

<summary>Can I mix and match plans across my client base? </summary>

Yes. Choose the right plan for each client based on their needs.

</details>

<details>

<summary>What if I need to upgrade or downgrade my client's plan? </summary>

Upgrade anytime.  See [Upgrade/Downgrade a Client Plan](/client-management/upgrade-downgrade-a-client-plan.md)

</details>

<details>

<summary>What is the difference between the public plans and these pricing plans? </summary>

All Digits for Firms plans include AI Close Agents. Public plans are available to business operators and do not include AI Close Agents; only the Pro plan for Operators includes them. Firm Free Books and Tax are exclusively available to firms.

</details>

<details>

<summary>If my client uses Client Pays, do I still have access to the accounting tools?</summary>

Yes, you still have access to the accounting tools the same way you would if your firm were paying for them.

</details>

***

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***


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