Find the Right Fit: Digits Plans for Every Firm

Whether you manage five clients or five hundred, Digits gives you automation, clean reporting, and effortless collaboration—without legacy tiers or add-ons. Explore our plans to match your workflow.

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Plan	Price	Who it's For	Key Highlights
Core	$100/mo	Designed for modern firms that want full automation, AI-powered insights, and a seamless client experience.	Full automation, reconciliations, reports, payments, dashboards, and more. Clients get full access to their books and dashboards.
Ledger Only	$25/mo	Purpose-built for tax-only or write-up clients where reporting isn’t needed. Firms stay in control of the books, and Digits handles the busywork.	Includes reconciliations, automation, and real-time collaboration—without reporting or dashboards. Clients can upload and comment only. Great for clean-up work ahead of year-end.
Low Volume	$10/mo	Perfect for firms handling low-volume, low-touch clients—like trusts, estates, or SPVs—where simplicity matters.	Includes core ledger access for up to 250 transactions per year. Best for maintaining clean books on ultra-low-volume clients. Clients can upload and comment only.
Firm Free Books	$0	Full access to the Core plan—free for firms to manage their own books and experience Digits firsthand.	Full Core functionality. Free for one internal entity. Ideal for testing workflows, automation, and reporting—using your own data.

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Included on every plan: Bank-grade security, built-in document collection, and an interface your clients will actually enjoy using. All plans participate in the Digits Partner Program with exclusive benefits and firm-wide discounts.

Reconciliations	✅	✅	✅	✅
Year-End Package	✅	✅	✅	✅
Secure Docs	✅	✅	✅	✅
API	✅	✅	✅	✅
Banks & Cards Connection via Plaid	✅	✅	✅	✅
Ramp Connection	✅	✅	✅	✅
BILL Connection	✅	✅	✅	✅
High-Volume Transactions	✅	✅	✅	❌
Stripe Connection	✅	✅	✅	❌
Gusto Connection	✅	✅	✅	❌
Bill Pay / Invoicing	✅	✅	❌	❌
Custom Reports	✅	✅	❌	❌
Dimensions / Locations	✅	✅	❌	❌
Full Client Access	✅	✅	❌	❌

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How do I get started?

1. Join the Digits Partner Program.

2. Choose the plan that fits each client’s needs (Core, Ledger Only, Low Volume).

3. Use Firm Free Books to pilot workflows internally and train your team.

Ready to explore? Join the Partner Program

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Frequently Asked Questions

Which plan should I use for clean-up or write-up clients?

Choose Ledger Only. It includes reconciliations, automation, and collaboration without reporting or dashboards. Clients can upload and comment only.

What’s best for ultra-low-activity entities like trusts or SPVs?

Low Volume. It provides core ledger access for up to 250 transactions per year and is ideal for simple records.

Need help choosing? Contact us at [email protected] — we’re happy to recommend the best plan for your clients and workflow.