Customer Stories - Digits

How TFMA LLC Improved Workflow Efficiency by 70% with Digits

Mon, 20 Apr 2026 09:00:00 GMT

Jonathan Brown built his accounting firm, TFMA LLC, with a clear mission: deliver high-level financial strategy and service, the kind typically reserved for athletes, entertainers, and high-net-worth families, to everyday entrepreneurs.

Jonathan provides general accounting, payroll administration, financial modeling, budgeting, and what he calls “financial therapy” — helping clients align their money with the life they want to build.

But as his client base grew, one challenge kept surfacing:

Bookkeeping was consuming too much time.

The Challenge: Time-Heavy Cleanup and Manual Work

Before Digits, Jonathan relied on two primary workflows:

Full manual cleanup in QuickBooks (higher cost, more manual oversight)
Excel-based reporting using bank exports and pivot tables (more cost-effective, but still data-heavy)

Both required significant manual effort.

Annual cleanups, in particular, were time-intensive — involving heavy data entry and reconciliation work before real analysis could even begin.

“It really came down to time,” Jonathan explains. “Servicing clients and getting them caught up took a lot of manual effort.”

He knew there had to be a better way.

Discovering Digits

While researching AI tools to improve efficiency, Jonathan came across Digits.

He tested it using his own financial history, importing over a decade of transaction data, and immediately saw the potential.

Within a week of using Digits, he was already marketing a new value proposition:

“I can bring your books fully up to date in two to four days.”

A 70% Improvement in Efficiency

Before Digits, annual cleanup meant weeks of manual reconciliation and data entry. Today, those same projects can be marketed and delivered in days.

“There's way less data entry. That alone changes everything.”

Key operational improvements Jonathan noticed immediately:

Reduced reliance on manual bookkeeping support, allowing him to operate leaner with one strong bookkeeper instead of maintaining multiple layers of support.
Faster onboarding and cleanup, where projects that previously could stretch across weeks can now be positioned as being completed within days instead of weeks.
Significantly faster reconciliation and vendor categorization, including the ability to search, recode, and bulk-adjust transactions in seconds rather than manually editing line by line.

Even early in the transition, the impact has extended beyond internal operations.

By repositioning his services around speed and AI-driven efficiency, including marketing the ability to “bring your books up to date in two to four days,” Jonathan has:

Signed multiple new clients shortly after repositioning his services around Digits-enabled efficiency
Secured a new client sent to TFMA directly from Digits’ Accounting Firm Directory, which connects business owners with trusted, Digits-trained partners.

For a firm that previously relied almost entirely on word-of-mouth referrals, this shift represents a meaningful expansion of both visibility and growth potential.

More Than Time Savings: Space to Think, Build, and Grow

For Jonathan, the biggest transformation hasn’t just been operational, it’s strategic.

Historically, tax season meant long hours focused solely on servicing existing clients. Now, with bookkeeping streamlined, he’s able to:

Develop marketing campaigns
Refine branding strategy
Create new service packages
Take time away without operations breaking down

“It opened up time for me to think about growth, branding, and balance.”

With Digits automating much of the foundational bookkeeping work, Jonathan has been able to rebalance how he spends his time.

Instead of getting buried in lower-margin bookkeeping tasks, he can focus more heavily on advisory services — where he typically charges $500–$1,000 per month. At the same time, he continues to serve bookkeeping clients at $200–$400 per month, but with significantly less hands-on effort required.

Because much of the manual categorization and reconciliation is streamlined, those bookkeeping engagements now take just 1–3 hours per client per month. That efficiency allows them to remain a profitable, scalable revenue stream — rather than a time-consuming drain on capacity.

In short, Digits hasn’t just saved time, it has allowed Jonathan to increase margins, protect lower-tier revenue, and grow advisory income simultaneously.

Real-Time Financial Visibility as a Differentiator

Jonathan doesn’t just use Digits as a backend bookkeeping tool, he brings it directly into client conversations.

During client meetings, he shares his screen and walks them through their financials in real time. Instead of static PDF reports, clients can see:

AI-generated transaction insights, highlighting spending patterns and unusual activity
Vendor-level breakdowns, showing exactly where money is going each month
Live dashboards that compare actual spending against budget targets

If a client is overspending in a category, Jonathan can quickly drill into the transactions, identify the primary vendors driving the increase, and discuss adjustments on the spot.

“You spent $800 at Whole Foods this month,” he’ll say. “Let’s look at that in context.”

That level of visibility changes the conversation. Rather than reviewing outdated reports, clients see up-to-date numbers tied directly to their daily financial behavior.

While not every client logs in weekly, the ability to access real-time data and review it collaboratively builds credibility and reinforces Jonathan’s advisory role.

Instead of simply preparing reports, he’s helping clients understand and act on their financial data in the moment.

The Future of Accounting

Jonathan believes the accounting profession is moving toward:

Advisory over data entry
Relationship-building over manual processing

“Plugging in numbers won’t be as valuable. Strategy and implementation will.”

In that future, accountants won’t just prepare reports, they’ll orchestrate systems. That’s the model Jonathan is building today.

Digits enables that shift.

By automating repetitive tasks, it frees firms to focus on growth, relationships, and higher-level thinking.

Why Digits Stands Out

After working in traditional accounting systems, Jonathan describes Digits as the first platform that feels built around automation from the ground up, not layered on afterward.

“I didn’t even really look at competitors. I saw what it could do and that was enough.”

For firms and accountants looking to stay ahead of AI-driven change, he sees Digits as a major advantage.

The Verdict

Jonathan actively recommends Digits, particularly to firms looking to improve efficiency and modernize operations.

“For anyone trying to reduce workload, improve margins, and stay competitive, it’s a powerful tool.”

For his firm, Digits isn’t just bookkeeping software.

It’s the foundation for a more scalable, balanced, and forward-thinking accounting practice.

Ready to Work Smarter, Not Longer?

Like Jonathan, you can streamline onboarding, reduce manual workload, and unlock more time for advisory and growth.

If you’re ready to reduce manual work and build a more scalable firm, Digits is built for you.

How Steve Tonkin & Company Is Building a Future-Ready Accounting Firm with Digits

Mon, 20 Apr 2026 09:00:00 GMT

Steve Tonkin & Company is a small, family-run accounting firm based in the Denver area, focused exclusively on bookkeeping, accounting, and controllership services. Led by owner Steve Tonkin, the firm serves small businesses seeking responsive, high-quality financial support without the complexity of tax preparation services.

With more than 20 years of accounting experience and over 40 years working with accounting systems, Steve’s mission is simple: deliver efficient, high-value accounting services while remaining accessible and responsive to clients.

“I look at accounting as more of a verb than a noun,” Steve explains. “If a client needs help, we’re there to provide it.”

By adopting Digits, Steve is increasing operational efficiency, reducing administrative friction, and building a firm designed to scale without sacrificing personalized service.

The Challenge: Inefficiencies Slowing Productivity

Before adopting Digits, Steve relied heavily on QuickBooks Online and Excel. While functional, these tools introduced significant inefficiencies—especially as platform performance and support challenges increased.

By January of this year alone, Steve had spent 12–15 hours on QuickBooks support calls—time that couldn’t be billed to clients. While five to six seconds per action may seem minor, multiplied across hundreds of transactions and dozens of client accounts, the delay became significant.

“When you’re working through a large number of transactions, those seconds add up quickly,” Steve notes. “It became clear that I needed a more efficient solution.”

What should have been value-added client time was increasingly being consumed by outdated platform friction.

Discovering Digits

Steve first learned about Digits through an episode of Jason Staats’ The Accounting Podcast. Intrigued by its AI-driven approach and streamlined workflows, he began evaluating the platform as a potential replacement for traditional accounting tools.

“That podcast was all it took,” he says. “I started researching Digits immediately and realized it offered the efficiency I’d been looking for.”

Early Impact: Faster Workflows and Greater Efficiency

Although still in the early stages of transitioning clients, Steve has already observed meaningful improvements in his firm’s operations:

20% immediate time savings simply by moving away from legacy systems
Projected 30–50% overall efficiency gains as client adoption scales
Faster reconciliation workflows and more responsive reporting

“The reconciliation process alone is significantly faster,” Steve explains. “Everything is more intuitive and efficient.”

With five clients already on Digits and plans to onboard additional clients throughout the year, Steve expects the majority of new business to run entirely on the platform.

“My goal is to grow beyond 30 clients this year, with most new clients using Digits from the start.”

Strengthening Client Relationships Through Innovation

Digits has also enhanced Steve’s ability to serve clients more effectively. By reducing administrative workload, he can respond quickly to client inquiries, often within four hours, and focus more on strategic insights.

Clients have responded positively to the transition, particularly appreciating the improved visibility into their financial data, including up-to-date balances, spending trends, and reconciled transactions without waiting for end-of-month reports.

“When clients see the system, they like it immediately. It gives them clearer, more timely insight than they had before.”

Additionally, introducing Digits has helped position Steve as a forward-thinking advisor, generating new opportunities through referrals and professional networks.

A Vision for the Future of Accounting

Steve believes the accounting profession is entering a transformative period driven by automation and real-time financial data, and for him, this shift isn’t theoretical, it’s strategic positioning.

“Firms that adopt AI and modern platforms will stay competitive,” he says. “Those that don’t will find themselves buried in manual work and forced to compete on price.”

For Steve, Digits represents a foundation for the future—not only for his firm but for the next generation, as he builds a practice his family may one day continue.

“My goal is to build something sustainable and efficient—something that allows us to focus on our clients, not repetitive tasks.”

Why Digits Stands Out

After evaluating alternatives such as Xero, Wave, FreshBooks, and enterprise-level ERP systems, Steve found Digits to be the first platform in decades that meaningfully improves the core accounting workflow rather than layering new features onto old architecture.

“In over 40 years working with accounting software, Digits is the first solution that feels like a fresh breath of air.”

By delivering real-time financial visibility and streamlined processes, Digits enables Steve and his clients to make faster, more informed decisions, moving beyond static reports and toward proactive financial management.

The Verdict

Steve actively recommends Digits to other accounting professionals and small business advisors seeking greater efficiency and insight.

“For most firms and small businesses, there’s no reason not to adopt Digits. It’s efficient, intuitive, and built for the future.”

Ready to Build a More Efficient Accounting Firm?

Like Steve, you can streamline workflows, reduce administrative drag, and build a future-ready accounting firm.

If you’re ready to modernize your firm and eliminate the friction holding back your growth, Digits is built for you.

ECA Gate and Lock – Reclaiming Time and Simplifying Accounting with Digits

Tue, 24 Mar 2026 09:00:00 GMT

ECA Gate and Lock designs, fabricates, installs, and services automated gate systems for residential, commercial, and industrial customers.

Their mission is to deliver security at your front door says founder Adam Tammisto.

While their mission is centered on delivering security and peace of mind to others, Adam realized their internal accounting processes weren’t delivering that same sense of clarity and confidence.

The Challenge: Complex Workflows and Constant Cleanup

As a material-heavy business running manufacturing, construction, and service operations, ECA processes a high volume of purchase orders, vendor bills, fuel receipts, payroll, and job materials every week.

QuickBooks couldn’t keep up.

“It looks like there’s automation, but you still have to review every single thing,” Adam explains.

Disconnected systems between their CRM, payroll, and accounting created duplicate entries. Basic workflows required multiple steps. If Adam fell behind for even a couple weeks, reconciliation became overwhelming.

To keep the books reliable, he was spending four hours every single day inside QuickBooks.

“If you let it go for two or three weeks, you’re in a pile you almost can’t recover from.”

For a small business owner actively running operations, that wasn’t sustainable.

Discovering a Truly Automated Ledger

Before switching, ECA evaluated multiple tools — including Wave, Xero, and an AI overlay platform that still required QuickBooks underneath.

“If something’s wrong in QuickBooks, the AI is wrong too.”

Digits stood out because it wasn’t layering automation on top of outdated infrastructure. It rebuilt the general ledger from the ground up.

“It’s the promise other platforms make — but Digits is actually delivering it.”

The Impact: 4 Hours Down to 15 Minutes

Since implementing Digits, Adam’s daily financial workflow has dropped to 15–20 minutes each morning.

“That’s cut four hours out of my day.”

Receipts are uploaded into Digits, transactions are automatically categorized, and any items that require attention surface in the Checklist. Even if he falls behind, getting caught up is simple — not overwhelming.

What Made the Biggest Difference

Checklist + Document Matching
“I can click into a transaction and get right back to the document. That’s fantastic.” No more manual cross-checking or hunting for attachments.

Simplified Categorization
Digits made it easy to clean up and reduce category clutter, creating clearer reporting and better visibility.

Bill Pay Workflow
With so many vendors to manage, ECA relies on a visual workflow that clearly shows what’s awaiting review, what’s scheduled for payment, and what’s already paid — giving them confidence in their outgoing cash management.

Financial Visibility That Makes Sense
“It was easier for my business partner to understand the P&L. It just made more sense.”

Digits transformed the P&L from a static report into an interactive story. With auto-generated insights and the ability to drill into any number for instant detail, they could clearly explain what was changing, what was intentional, and how major investments impacted the bigger picture.

Built for Real-World Small Businesses

Like many growing companies, ECA needed clarity without complexity. Without a full-time accounting team, they needed a system that was intuitive, efficient, and didn’t demand hours of manual work.

“If you’re a small business owner and don’t have a dedicated AR/AP person, QuickBooks is just going to be a struggle.”

Digits simplified financial management enough that Adam can stay in control — without sacrificing hours of his day.

Would ECA Recommend Digits?

“Oh, hell yeah!”

For contractors and operators overwhelmed by traditional tools, the message is simple:

Modern accounting shouldn’t take four hours a day. With Digits, it doesn’t.

How Adept: Accounting Principles & Solutions Reduced Bookkeeping by 75% with Digits

Mon, 23 Mar 2026 09:00:00 GMT

Adept: Accounting Principles & Solutions was built to help small and mid-sized businesses access enterprise-level accounting and operational systems — without enterprise-level costs.

Founder Taveion McCutcheon has spent his entire career in accounting, from junior roles to senior financial positions in government. But when he launched his own firm, he quickly saw a problem:

Too much time was going toward bookkeeping — not enough toward strategic advisory.

“I’m skilled in financial analysis and forecasting,” Taveion says. “That’s where I bring value. I don’t want to spend my time on tedious admin tasks.”

The Problem: Manual Bookkeeping Slowing Growth

Before Digits, Adept relied on traditional tools like QuickBooks and Excel. Taveion had worked in nearly every major accounting system — Sage, Intacct, QuickBooks Desktop and Online — and knew them well.

The challenge wasn’t understanding the tools — it was the time they required.

Before Digits, bookkeeping accounted for roughly 70% of his workload — hours spent reviewing transactions, categorizing expenses, and reconciling records before meaningful analysis could even begin. Taveion even experimented with building custom AI agents to automate parts of the bookkeeping process. But making them reliable required constant testing, retraining, and monitoring — turning automation into another system he had to maintain.

Everything changed when he came across a YouTube interview featuring Digits’ CEO, Jeff Seibert, on Insightful Accountant.

“About ten minutes in, I thought — this is exactly what I’ve been trying to build.”

Three Years of Cleanup in Two Days

At the time, Taveion had three years of books to clean up.

Using Digits, he completed the cleanup in just two days.

“That was the turning point.”

Instead of spending weeks (or outsourcing costly catch-up work), the books were reconciled quickly — and accurately.

A 75% Reduction in Bookkeeping Time

Since adopting Digits, Adept has reduced bookkeeping workload by approximately 75%.

“I haven’t really been doing bookkeeping anymore,” Taveion says. “Digits speeds up the entire process.”

That shift allows him to:

Focus on financial analysis and forecasting
Spend more time advising clients
Move faster into tax prep and strategic planning

Instead of waiting until month-end, he and his clients now see numbers in real time.

“You can spend money and immediately ask how much you have left this month. That’s a game changer.”

Powering an AI-Driven Firm

Taveion built his own operational platform, ADA OS (Adept Data Automation Operating System), which integrates business tools into a single interface. Through Digits API, Adept’s platform can access real-time financial data and feed it directly into their system.

That means:

Profit & Loss statements can be generated instantly
Reports can be emailed automatically
Financial data can be accessed via chat

“Digits is the main backend brain for accounting inside ADA OS.”

The Future of Accounting

Taveion believes bookkeeping will increasingly be automated over the next 5–10 years.

“I don’t think AI will take accountants’ jobs. I think accountants who learn AI will take jobs.”

By removing manual bookkeeping, firms can focus on what truly differentiates them: analysis, insight, and growth strategy.

The Verdict

Because of the speed, automation, and real-time visibility, Taveion actively recommends Digits to other firms.

“Because of how quickly you can clean up books and get to real advisory work, I’d recommend it to pretty much everybody.”

For Adept: Accounting Principles & Solutions, Digits isn’t just another tool — it’s the foundation that allows the firm to run a faster, more modern accounting practice.

Ready to Move Beyond Manual Bookkeeping?

Digits helps modern accounting firms eliminate tedious categorization, gain real-time financial clarity, and focus on high-value advisory work.

If you’re ready to reduce bookkeeping time and deliver more strategic value to your clients, Digits is built for you.

GrowthMap Finds Financial Clarity and Momentum with Digits

Thu, 26 Feb 2026 00:00:00 GMT

GrowthMap helps early-stage B2B service companies break through growth ceilings and scale with confidence. Founded by entrepreneur and author of Hook to Booked, Gabriel Ryan, the company partners with businesses generating roughly $30K–$100K per month, helping them build predictable acquisition systems instead of relying on chaotic, gut-driven growth.

As a data-driven founder who also values creativity and intuition, Gabriel wanted to run his business by the numbers. But when it came to accounting, reality didn’t match the vision.

Flying Blind Financially 📉

Before Digits, accounting at GrowthMap was treated as a necessary evil—just enough to file taxes.

Gabriel relied heavily on bank balances and Stripe dashboards to understand the business. While he experimented with assistants, contractors, and manual reporting, nothing delivered trustworthy, real-time insight. Accounting systems felt tedious, fragmented, and ultimately unreliable.

“I wanted to run the business by the data,” Gabriel shared. “But in practice, accounting was just something I did to file taxes. I was basically managing the business through my bank account.”

Over time, the cost of this patchwork approach added up:

6+ months spent trying to clean up books
3 different people hired (in-house and external)
$25K–$30K invested with no lasting solution
Quotes of $9,000 just to catch up two years of books in legacy systems

Meanwhile, tax extensions loomed—and the stress followed.

“Anytime I saw a TurboTax commercial, I got this pit in my stomach. I knew I still hadn’t solved the accounting problem.”

Discovering Digits 🔍

While searching for better systems—through YouTube, AI tools, and founder communities—Gabriel came across Digits. What stood out wasn’t just automation, but the promise of real-time financial insight built with AI at its core.

“I was honestly considering building something internally,” he said. “Then I found Digits and thought, someone already built exactly what I need—please let this actually work.”

Gabriel’s goals were clear:

Real-time, trustworthy financials
Clean, up-to-date books (including two years of backlog)
Visibility into expenses, burn rate, and growth drivers
A system he could trust—not just for taxes, but for decision-making

Getting Fully Caught Up—Fast ⚡

Despite concerns about closed bank accounts, Stripe reconciliation, and historical data, the cleanup process moved far faster than expected.

What would have taken months was resolved in a fraction of the time, as Gabriel fully reconciled two years of books and delivered clean, tax-ready financials to their accountant.

“I expected to need a lot of hand-holding,” he said. “Instead, I was able to complete everything independently. Starting the new year with two clean years of books in a system I trust was a total game-changer.”

Immediate Impact & Measurable Wins 🎯

Since adopting Digits, GrowthMap has seen tangible improvements across time, cost, and strategic clarity:

Major Cost Savings

By handling cleanup and ongoing accounting in Digits, Gabriel saved:

$9,000+ in bookkeeping catch-up fees
Ongoing costs from legacy tools and manual services

Ongoing Time Savings

Monthly reconciliation now takes ~5 minutes, down from hours of manual work and coordination.

“I’d rather spend money to save time than spend time to save money. Digits completely flipped that equation for me.”

Expense & Subscription Savings

With clear categorization and easy reconciliation, Gabriel quickly identified unused tools and subscriptions—some of which had gone unnoticed for over a year—leading to immediate cost reductions.

Burn Rate & Growth Clarity

Digits surfaced insights that helped explain why revenue growth wasn’t translating into profit at the same pace. With real-time visibility into expenses tied to client growth, Gabriel can now plan hiring, compensation, and investments strategically.

“For the first time, I can clearly see how our burn rate changes as we grow—and plan around it.”

Why Digits Stands Out ✨

For Gabriel, Digits isn’t just bookkeeping software—it’s a financial operating system.

Key standouts include:

Fast, intuitive reconciliation that’s almost enjoyable
No rules to maintain—AI learns without manual setup
Clean, shareable reports ready for accountants, partners, or AI analysis
Shared access that accountants adopt easily and trust

“My accountant jumped in and immediately got what she needed. And the data has completely changed how I talk with my business partner about hiring, costs, and growth.”

Built for the Way Modern Businesses Operate 🚀

Looking ahead, Gabriel plans to use Digits as part of his weekly, monthly, and annual business planning—pairing founder intuition with real financial data.

“This is the first time I feel like I can back up my instincts with numbers I actually trust.”

As someone who builds software and advises growing companies, Gabriel sees Digits as aligned with the future.

“We’re clearly moving toward a world with more AI, not less. Digits is fast, nimble, intuitive—and built for where things are going.”

The Verdict

“I recommend Digits to entrepreneurs and accounting professionals alike. If you’re tired of extensions, blind spots, and outdated systems, there’s no reason not to give it a test drive.”

Ready to Run Your Business with Clarity?

Digits helps founders like Gabriel replace guesswork with real-time financial insight—without the stress, manual work, or outdated systems.

If you’re ready to stop flying blind and start making confident, data-backed decisions, Digits is built for you.

Get started with Digits today and see what clear, real-time financials can unlock for your business. 👉

How K2 Venture Partners Found Instant Financial Clarity With Digits

Tue, 17 Feb 2026 00:00:00 GMT

Founded by experienced product leaders John Knific and Kris Ciccarello, K2 Venture Partners helps ambitious companies bring new products to life—from early strategy and design to fully built software. Their mission is clear: build high-quality products the right way, powered by thoughtful product thinking and modern, AI-enabled development.

But while K2’s approach to building software was modern and streamlined, the finance tools they relied on to understand their own business were anything but.

The Challenge: Financials at the Speed of Business

As a rapidly growing services company, K2 needs fast, reliable financial insight to guide hiring decisions, understand margins, and keep cash flow healthy. Instead, traditional accounting tools slowed everything down.

Manual workflows created constant friction, requiring repeated categorization and monthly cleanup just to get a usable snapshot. Reporting was slow and tedious, relying on spreadsheets, email back-and-forth, and disconnected systems that couldn’t keep up with the pace of the business. Month-end, in particular, was painful—absorbing hours of reconciliation before the numbers could be trusted.

For John—who previously led two venture-backed startups as CEO and COO—the pattern was all too familiar:

“In a small, fast-moving environment, you just need a snapshot of how the business is doing. The bookkeeping routine shouldn’t block that.”

Trying to maintain momentum while spending 10 hours a month cleaning up books—and losing even more time at month-end—pushed John and Kris to look for something different. Something built for 2026, not 2006.

Discovering Digits: An AI-Native Experience That “Just Worked”

The search for a modern, AI-first accounting solution began with Kris, who was convinced there had to be something better than traditional bookkeeping tools. After asking ChatGPT for recommendations, Digits surfaced as an accounting platform built with automation at its core.

Onboarding was immediate—and surprisingly magical.

Rather than migrating years of historical data from QuickBooks, John chose to start fresh in Digits in 2025. He connected K2’s bank accounts and payroll system (Gusto), and Digits immediately:

Imported recent bank and payroll activity
Automatically categorized expenses and income with high accuracy
Grouped transactions into clear, easy-to-understand spending categories

“Digits hit that threshold of giving me exactly what I needed—without having to manually configure anything. It was just clean.”

Before settling on Digits, John evaluated a wide range of solutions, including QuickBooks’ newer automation features, FreshBooks, Xero, and several “AI-enhanced” accounting tools. But nothing felt truly AI-native.

“Everything else felt like different flavors of the same thing. Digits was the first fully AI-native experience I’d seen. It was apples to oranges.”

Digits didn’t just replace QuickBooks—it consolidated their accounting and bill pay tools into one, eliminating redundant workflows and reducing operational overhead overnight.

Faster Insights, Simpler Workflows

Within weeks, John and Kris found themselves opening Digits far more often than their previous tools—because it finally made understanding the business effortless.

As a bootstrapped, fast-scaling services company, K2 relies on quick visibility into runway, spending, margins, and hiring capacity. Digits delivered that clarity immediately while dramatically reducing the work required to maintain it.

With Digits, K2:

Reduced monthly financial workflows by 60%, removing repetitive tasks that used to slow them down
Cut bookkeeping cleanup from 10 hours per month to just 1 hour, thanks to accurate, automated categorization
Reduced 80% of month-end work, eliminating the scramble to reconcile and validate numbers
Consolidated two tools into one, simplifying their financial stack and day-to-day operations

Digits streamlined the workflows that mattered most:

Automated categorization that stayed accurate month after month
Invoicing that took minutes instead of hours
Bill Pay that worked out of the box, turning uploaded documents into scheduled payments without manual setup
Always-on financial updates, providing a trusted snapshot without spreadsheets or email threads

“Digits makes it effortless to see where we stand. We open it anytime we need a quick snapshot of the business.”

Between migration and ongoing use, John estimates Digits saved him 20–30 hours upfront and continues to save 5–10 hours every month—time he can now spend running and growing the business instead of cleaning up books.

When asked whether he’d recommend Digits, John didn’t hesitate:

“I’d recommend Digits without question. It’s clean, it’s simple, it works the way modern software should. Definitely a 10 out of 10.”

Ready for Modern, AI-Powered Financial Clarity?

Digits is helping companies like K2 Venture Partners replace manual bookkeeping, reduce operational drag, and make faster, smarter decisions—with far less effort.

See your financials clearly—instantly.

BookSmarts Tax & Accounting helps small business owners move faster with Digits

Thu, 05 Feb 2026 00:00:00 GMT

BookSmarts Tax & Accounting serves small business owners who want more than reports—they want clarity and momentum. Founded by James Merante, EA, the firm is built around delivering actionable insights that help clients implement meaningful change in their businesses and lives.

The Challenge 🧮

James’s biggest challenge wasn’t accounting complexity—it was time.

Before Digits, much of his work was consumed by low-value tasks:

Chasing bank statements, payroll reports, and source documents
Manually keying and coding transactions in QuickBooks
Staffing or outsourcing catch-up and cleanup work

“I spent more time on the lowest-skill work than anything else.”

For new or tax-only clients, onboarding could stretch weeks—delaying not only actionable insights for the client, but also the firm’s ability to demonstrate value early and create a strong first experience.

Why Digits? 🚀

James wanted a system that could turn raw financial data into accurate financials—without manual cleanup, or rule-building.

Digits delivered exactly that.

By connecting bank, payroll, and loan feeds directly into Digits, James can now generate reliable financials with minimal hands-on work, freeing him to focus on advisory instead of data entry.

“I want to get paid for insight and experience—not manual labor.”

Impact & Results 💅

Digits immediately changed how BookSmarts operates.

Measurable Time Savings

A full year of accounting completed in hours instead of weeks by uploading source documents
5–10+ hours saved per client per month by eliminating manual booking and document chasing
Clients on Digits are fully accounted for weeks earlier than clients on legacy tools

“Clients on Digits are done. Clients on QuickBooks are still giving me documents.”

Inbox-Driven Accuracy

James relies heavily on the Digits Inbox:

When transactions need more context, James requests clarification directly from clients. Once provided, he resolves the transaction, and Digits applies that learning to similar transactions going forward—reducing future questions and rework.
Ongoing reviews take minutes, not hours.

“Once you clarify it, you pretty much never have to look at it again.”

New Growth Opportunities 🌱

Digits unlocked a more proactive, repeatable approach to working with tax-only clients:

Instead of chasing documents once a year, James completes a one-time setup that gives him ongoing, year-round visibility into client finances
That visibility allows James to stay informed and prepared without taking on full monthly bookkeeping work
As clients experience faster turnaround, clearer insights, and a smoother tax process, many are choosing to expand into ongoing monthly accounting engagements

“I’m deepening relationships and picking up new monthly accounting clients.”

Looking Ahead 🌟

James believes financial reporting will soon become a commodity. Speed and accuracy won’t differentiate firms—insight will.

Digits helps BookSmarts stay ahead of that shift today by removing transactional work and creating space for strategy, advisory, and higher-value conversations.

“If you’re not on the front end of these improvements, you go out of business.”

Final Take 💡

Digits didn’t just save time—it reshaped how BookSmarts delivers value.

Hours saved per client every month
Weeks faster to complete financials
More time for insight, advisory, and growth

For firms focused on value-based pricing, Digits isn’t just helpful—it’s essential.

Ready for clearer financials and faster insight? See how Digits helps firms deliver accurate reporting, real-time visibility, and better conversations with clients.

Mana Accounting & Advisory: Saving Hours with AI-Powered Accounting

Fri, 10 Oct 2025 00:00:00 GMT

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 💅

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.

Olive Knits – Empowering Creative Confidence with Clear Finances through Digits

Wed, 01 Oct 2025 00:00:00 GMT

Olive Knits is a thriving creative small business that empowers knitters with patterns, workshops, and a supportive community called Knit Camp. Founded by Marie Greene, a passionate entrepreneur, the company’s mission is to help knitters gain creative confidence while fostering connection. Through a blend of educational resources and community building, Olive Knits has become a trusted resource for makers worldwide.

Yet, behind the vibrant community and steady growth, Marie found herself facing a frustrating—yet all too common—challenge: managing the finances of a small business.

The Financial Struggle 🧵

Like many entrepreneurs, Marie initially relied on a patchwork of accounting solutions. QuickBooks felt overwhelming. Spreadsheets became unmanageable. Other tools never adapted to her corrections, forcing her to repeat the same work and leaving her unable to trust the results. Even with a private bookkeeper, she found herself needing to dedicate hours each week answering calls, emails, and clarifying transactions.

The result? Stress, backlogs, and sleepless nights.

“I used to stay awake worrying about the state of my books,” Marie recalled. “Even with a bookkeeper, I felt like I was still doing too much of the work myself.”

Discovering Digits 🔍

One late night, in the middle of insomnia brought on by accounting stress, Marie turned to ChatGPT for help. She searched for AI bookkeeping solutions and discovered Digits on a list of top platforms. Intrigued by its promise of automation and clarity, she decided to give it a try.

Her goal was simple: eliminate the time sink and stress of bookkeeping while gaining reliable, and timely visibility into her finances.

The Digits Impact 🎯

Since adopting Digits, Olive Knits has experienced dramatic improvements in financial management:

Clear Financial Visibility Anytime Digits’ real-time clarity eliminated the backlogs and negative surprises.

“Now I can instantly pull up what I need — whether it’s downloading a statement or checking a category. That visibility is priceless.” - Marie

Significant Cost & Time Savings By replacing her previous bookkeeping setup, Marie saved about 70% in monthly costs and at least three hours per week. With transactions connected automatically and automated categorization learning the nuances of her business quickly, manual uploads and back-and-forths are no longer necessary.
Intuitive AI-Driven Categorization Digits’ categorization became a standout feature. “It just learns,” Marie emphasized. “Instead of re-explaining the same transaction every month, Digits recognizes it and saves me time. It’s like having a bookkeeper who actually remembers.”
Setting the Stage for Growth With financial clarity, Marie now feels prepared for future business milestones — like bringing in a business partner.

“Digits makes my business decisions so much easier because I can see the full financial picture instantly,” - Marie

Why Digits Stands Out ✨

Instead of juggling the complexity of QuickBooks or the ongoing demands of a private bookkeeper, Marie found Digits. It pairs automation with intelligence, giving her confidence that everything is handled—and the freedom to focus on what matters most.

“I recommend Digits to any entrepreneur who wants time savings, cost savings, and reliable clarity. Especially if you have multiple income streams, Digits is a game-changer.”

Ready to Knit Together Financial Clarity?

Digits is helping small business owners like Marie trade late-night stress for peace of mind and growth opportunities.

Is your business ready to experience streamlined accounting with Digits? Sign up today.

Unlocking Effortless Financial Management: Spearus

Wed, 07 May 2025 00:00:00 GMT

The Challenge 🎯

Spearus, led by CEO Robert Banchero, partners with industry giants like Dell and VMware to deliver cutting-edge IT solutions. However, managing financial operations was a hurdle. Traditional tools like QuickBooks proved cumbersome and required deep accounting knowledge, making simple tasks unnecessarily complex.

"QuickBooks was clunky and required accounting expertise. It was a constant battle just to perform basic functions," Robert shared.

After a disappointing experience with Puzzle, which presented modern analytics but fell short on functionality and affordability, Spearus sought a solution that truly matched their needs.

The Digits Solution 🚀

Introduced to Digits by a college friend, Robert found the platform’s seamless, intuitive design to be a game-changer for Spearus. Digits offered a refreshing ease that other software lacked.

Immediate Benefits 🌟

Revitalized Engagement: Digits rekindled Robert's interest in managing the business’ finances—transforming accounting from a chore to an enjoyable task.
Streamlined Usability: With intuitive categorization and a user-friendly interface, Digits eliminated the complexity of previously daunting tasks. The team at Spearus could easily adjust entries, ensuring accuracy and efficiency.
Insightful Analytics: The analytics dashboard provided valuable insights, enabling Spearus to monitor their financial health with ease and make informed decisions.
Time and Cost Efficiency: Spearus anticipates significant savings in both time and costs, reducing reliance on otherwise costly accounting service fees.

The Transformation 🔄

Spearus is a testament to the transformative power of intuitive financial software. With Digits, Robert is ready to present organized financial records to his accountant, promising a seamless tax season. Digits' ease of use and robust features support ongoing growth, making it an integral part of Spearus' strategy.

"I've enjoyed working with Digits. It's not just about saving time; it’s about empowering me to manage finances with confidence. I wholeheartedly recommend Digits to anyone looking to simplify their financial operations," says Robert.

Experience the Digits difference. Start your free trial today and discover how seamless financial management can fuel your growth.