Customer Stories - Digits

From Questioning Every Report to Trusting the Numbers: How PlusPlus Built a Modern Finance Stack with Digits

Wed, 09 Sep 2026 00:00:00 GMT

For founders, accounting isn't the job. Understanding the business is.

As CEO of PlusPlus, Marko Gargenta doesn't want to spend his days inside financial statements. He needs fast, reliable answers to straightforward questions:

Are we growing? Is cash healthy? Are we headed in the right direction?

Before Digits, answering those questions often meant reviewing spreadsheets, chasing bookkeeping questions over email, and wondering whether the numbers could be trusted.

Today, PlusPlus works with Digits and one of its accounting firm partners, Hiline, to manage its accounting through one integrated solution.The result: monthly financial reviews take roughly half the time, leadership trusts the books, and investor reporting is faster.

The Challenge: Collaborating with Accountants

PlusPlus had always worked with outsourced accounting teams. The bookkeeping got done. The friction was everything around it.

For a startup founder, the contrast was hard to miss. Every other part of the company ran on tools built for working together. Product decisions happened in Figma, where designers and engineers comment directly on the frame they're discussing. Code moved through pull requests, with review attached to the exact line that changed.

Accounting remained fragmented. The numbers sat in one system, the questions sat in an inbox, and the answers sat in a spreadsheet attached to a reply. Stitching those back together was the founder's job, every month.

One Platform, One Relationship

Instead of managing accounting software, spreadsheets, email, and a separate service relationship, PlusPlus now handles everything in one place, with one predictable fee from Hiline that covers both the platform and the service. Marko describes the setup as more efficient, more streamlined, and far more self-service than anything he'd used before.

Conversations now happen inside Digits, directly alongside the books. When Marko has a question about a transaction, he comments on it in context. Hiline's team responds in the same place, makes the change, and the update is reflected in the financials immediately. No email thread, no spreadsheet, no wondering whether the fix actually landed.

For Hiline, that means less time reconstructing context and more time advising. For PlusPlus, it means the collaboration feels like working with a finance team down the hall rather than a vendor across an inbox.

When asked whether he would recommend it to other companies, his answer was immediate:

"For a tech startup, I think it's a perfect, no-brainer integrated solution."

Investor Reporting Without Building Reports

Preparing investor updates used to mean gathering information by hand. Today, Marko starts with the Digits dashboard.

Investors rarely want the full P&L. They want to know which way things are trending: revenue, expenses, cash, growth. Those metrics are already there, and Marko can lift them straight from the dashboard into an update.

The result is faster investor reporting, and more time spent discussing the business rather than assembling financial packages.

The Future of Startup Accounting Is Integrated

Founders don't need more spreadsheets or more email. They need financials they can trust, real-time visibility into their business, and an accounting team that works the way modern software does.

That's what happens when an AI-native firm and an AI-native platform operate as one.

See how Digits helps accounting firms and the companies they serve work together in real time, so founders spend less time managing their finances and more time building the business.

How Lincoln Accounting Reclaimed 30+ Hours a Month by Switching to Digits

Wed, 02 Sep 2026 00:00:00 GMT

Jason Kassab and his business partner, Scott Wiegand, have spent more than 20 years working together in accounting and tax. After selling the last of the income tax franchises they operated, they launched Lincoln Accounting, a lean, hands-on firm serving more than 30 accounting clients.

As the firm grew, the software underneath it was creating more work than it eliminated.

Before Digits, every Lincoln Accounting client was on QuickBooks Online. Today, the team has migrated roughly half its clients off QuickBooks and is working toward moving the rest to Digits.

For the clients and workflows already on Digits, the impact is measurable:

30+ hours reclaimed per month
Average monthly close: ~3 hours → ~1 hour per client
Manual bookkeeping: 12-15 hours → ~2 hours per month
~90% of transactions auto-categorized

The Challenge: Automation in QuickBooks Required More Work

As QuickBooks introduced new AI-powered categorization, Jason found that transactions the team had previously categorized reliably began requiring more review. Transactions that had been categorized correctly month after month were suddenly receiving inaccurate suggestions, leaving the team correcting work that had previously been on autopilot.

Bank connections created another recurring bottleneck. When a connection broke, the team often needed the client to log in and reconnect it, leading to emails, texts, phone calls, and waiting.

Across the client base, the team was spending 12 to 15 hours each month on manual bookkeeping, while a typical month-end close took around three hours per client. For a two-person firm trying to grow, that time could be spent serving existing clients or bringing on new ones instead.

Why Lincoln Accounting Moved to Digits

Jason and Scott were familiar with Digits before the Digits Ledger launched, having previously used Digits' legacy reporting product alongside QuickBooks.

The launch of the Digits Ledger changed the equation. Now, the team could move the accounting work itself out of QuickBooks while giving clients a more interactive way to understand their financials.

Live reporting quickly became one of the features that convinced Jason.

"We just fell in love with Digits when we were able to use live reporting. Number one, we have to use this. But this is what I feel like is going to help our clients."
— Jason Kassab, Partner, Lincoln Accounting

Instead of receiving a static financial statement, clients can explore their reports, drill into the numbers, and use Ask Digits for additional context.

For Jason and Scott, moving to Digits wasn't only about replacing QuickBooks. It was an opportunity to improve both how their team managed the books and how clients experienced their financials.

The Migration: Days, Not Months

Switching accounting platforms can sound like a major implementation project. That wasn't the team's experience.

Lincoln Accounting was up and running on Digits within two days, and Jason estimates that setting up a brand new client with no accounting history took him as little as 10 minutes.

For clients moving from QuickBooks, the team was able to migrate the account structures and balances without rebuilding years of work.

"It's almost like you're just upgrading everything. It's not really like you're starting over — it's really just a total upgrade. We haven't had any issues where something didn't come over exactly the way it was from where it's coming from. It's all been an exact mirror image of what it should be."
— Jason Kassab, Partner, Lincoln Accounting

Within about a day of onboarding a client, Jason felt comfortable with everyday categorization and chart of accounts changes. Within a month, he felt fully confident running the month-end close in Digits.

A Seamless Experience for Clients

Jason and Scott also needed their clients to feel comfortable with the switch, including longtime business owners who weren't necessarily eager to learn another piece of software. So far, that concern hasn't materialized.

Clients are notified when the team publishes a report, can interact directly with their financials, and can upload documents and receipts to Digits.

Previously, the client experience was spread across QuickBooks, Canopy, and email. With Digits, more of that interaction happens alongside the client's accounting itself giving the team fewer disconnected workflows to manage and clients a simpler way to stay connected to their financials.

The Results: 30+ Hours Back Every Month

Lincoln Accounting started their move to Digits nine months ago. Today, approximately 90% of transactions across migrated clients are being auto-categorized.

Jason says the difference is noticeable:

"The suggested categorization from QuickBooks being wrong, to where with Digits it is correct right from the get-go, at a much, much higher percentage. I know Digits' goal is mid-to-high 90%, and I feel that's true. That's where it is."
— Jason Kassab, Partner, Lincoln Accounting

The efficiency gains extend across the workflow:

Monthly close per client: ~3 hours → ~1 hour
Manual bookkeeping: 12–15 hours/month → ~2 hours/month
Total time reclaimed: 30+ hours/month
Auto-categorization: ~90%

For a two-person firm, 30 hours is nearly an additional workweek of capacity every month.

Beyond Efficiency: More Time to Advise

That extra capacity changes what Jason can spend his time doing.

With live financials and Ask Digits, he can identify changes in a client's business that might otherwise be buried in a traditional financial statement from an unusual spike in expenses to a record quarter or meaningful increase in revenue.

Jason incorporates those insights into the strengths, areas for attention, and narrative summary he provides clients each month.

"They see the value in what we're doing for the work, not just creating a report. We're invested in their business."
— Jason Kassab, Partner, Lincoln Accounting

The result isn't just less time spent on bookkeeping. It's more time helping clients understand what their numbers mean.

Digits Is Now the Main Ledger

As the team continues moving its remaining clients off QuickBooks, the goal is to eliminate the need to manage accounting across multiple systems.

When it comes to which platform Jason wants the firm running on, his answer is simple:

"There's only one. It's only Digits."
— Jason Kassab, Partner, Lincoln Accounting

And his advice to another accounting firm considering the switch?

"They won't be missing anything. They'll only save time. Once you use the software and are comfortable with it, you'll realize you're saving a ton of time, and you're going to deliver a better product for your client. I would tell them to go for it. There really shouldn't be a hesitation."
— Jason Kassab, Partner, Lincoln Accounting

For Lincoln Accounting, the result is a simple equation: less time maintaining the books, more time helping clients understand them, and more room to grow without growing the workload at the same rate.

See what your firm could do with 30+ hours back each month.

Discover how Digits helps accounting firms automate the manual work behind the close, deliver a better client experience, and create more capacity to grow.

From Bookkeeping Factory to Fractional CFO Firm: How Elev8 Built Big-Firm Output Without Adding Staff.

Wed, 08 Jul 2026 00:00:00 GMT

Elev8 CFO is a solo accounting practice in El Paso, Texas, built around a simple belief: the future of accounting isn't bookkeeping, it's insight.

Founded by Enrolled Agent Oskar Escobedo, Elev8 operates through two complementary businesses. Elevate Tax and Accounting handles compliance work, while Elevate CFO focuses on advisory services, financial forecasting, and fractional CFO engagements.

Today, Oskar supports 37 client engagements across industries including construction, childcare, real estate, lending, and professional services, all without a single staff accountant.

But just a year ago, the operational reality looked very different.

The Challenge: An 18-Day Monthly Close

For more than a decade, Oskar relied on QuickBooks Desktop to manage his clients' books.

The issue wasn't the software itself. It was the amount of manual work required every month.

Each reporting cycle required exporting trial balances, cleaning data, building financial statements, formatting reports, creating PDFs, and delivering them client by client. The process consumed approximately 108 hours and stretched across 18 days every month.

"Before Digits, I was a bookkeeping factory. Now I don't do bookkeeping anymore."

Two-thirds of every month was spent producing financials instead of helping clients understand and act on them.

Oskar had already begun repositioning his practice toward fractional CFO services and advisory work. But there was a problem: growth would likely require hiring staff accountants to handle production work.

That wasn't the business he wanted to build.

"The only path was making production stop requiring me."

Why Digits

Oskar first discovered Digits through Jason Staats' YouTube channel while evaluating tools that could help modernize his firm.

What stood out wasn't the automation itself, but what it made possible: an accounting practice that wasn't dependent on manual month-end work.

"I wasn't buying software. I was buying infrastructure I could build on."

Digits provided a modern, real-time accounting platform that allowed Oskar to:

Close books 72% faster
Communicate with clients directly inside the platform
Access up-to-date financial information throughout the month
Automate financial reporting delivery
Build custom workflows using the Digits Connect API

"Digits was the only one where I could see a path to pulling the P&L and balance sheet programmatically and building my own delivery layer on top. I wasn't buying software. I was buying infrastructure I could build on."

27 Clients Migrated in ~40 Hours

Like many firms considering a platform change, Oskar initially viewed migration as the biggest hurdle.

After closing his clients' books at year-end, he began moving them on to Digits. Using a combination of automation and AI-assisted workflows, he streamlined the conversion process and completed the migration of 27 clients, including trial balances, chart of accounts, bank feeds, and payroll connections, in approximately 40 hours.

Without automation, he estimates the process would have taken roughly twice as long.

More importantly, the migration created the foundation for a completely different operating model.

Month-End Close Time Down to 5 Days

The results became clear during the first full close cycle on Digits.

The monthly close dropped from 18 days to just 5.

Hours spent each month fell from approximately 108 to about 20. That's nearly 90 hours, and more than two full workweeks, returned to the business every month.

"I went from 18 days to 5 days. That speaks for itself."

Client communication improved just as dramatically.

Before Digits, resolving bookkeeping questions often required multiple follow-up emails over a period of 10 to 12 days. Now, Oskar sends requests directly through Digits, and clients typically respond within a few business days.

"I don't have to send a follow-up to a question I already asked."

Digits' transaction-first approach also transformed how he monitors client books.

Instead of waiting for month-end to generate meaningful financial information, Oskar now has access to current, categorized transaction data throughout the month.

"Before, I had to wait until the month ended to provide a year-to-date financial," he said. "Now I can do it at any point."

Building an Automated Financial Delivery System

Once the migration was complete, Oskar implemented the workflow he had envisioned from the beginning.

Using the Digits Connect API, he built an automated reporting pipeline that generates and delivers branded financial statements to clients every month.

Today, 27 clients receive automated financial reporting through that system, and 10 of them have already moved onto the Digits client experience with direct dashboard access.

"I can now completely leave the bookkeeping duties to Digits. If I need to come back and review, I'm confident I can close all 27 clients within 2 days."

For clients, the experience improved immediately. Financials arrive faster, on a predictable schedule, and with greater consistency.

"In their eyes, the value they were receiving from me increased, and I was saving more time."

What 90 Hours Per Month Made Possible

The biggest impact wasn't operational, it was strategic.

With 90 hours reclaimed every month, Oskar finally had time to work on growing the business rather than maintaining it.

He launched a new website, expanded his firm's LinkedIn presence, invested in SEO, developed new advisory offerings, and focused on building the marketing infrastructure necessary for long-term growth.

"For the first time, I had time to work on growing the firm instead of just keeping up with client work."

He accomplished all of this without hiring additional bookkeepers because the capacity that would have required another employee was created through automation.

From Bookkeeper to Advisor

As accounting technology continues to evolve, Oskar sees the role of the accountant changing as well.

Rather than spending time producing financial reports, he believes firms should focus on helping clients understand what those numbers mean and how to act on them.

"I'm on a mission to educate clients on what that data means. It's about empowering my client to be a better business owner."

For Elev8 CFO, Digits didn't simply improve efficiency. It created the operational leverage needed to build the advisory-focused firm Oskar had envisioned from the beginning.

Advice for Firms Considering the Move

When asked what he would tell firms that are still hesitant to modernize their workflow, Oskar's answer is simple: count the hours you personally spend assembling financial statements every month. Those are often the most expensive hours in the firm.

"I would say start with 5 clients. Run one parallel close. Make sure the reconciliation is good and the numbers tie. That's your proof."

Then he offers one final thought:

"The migration wasn't the risk. Waiting was."

Spend less time closing the books. Spend more time growing your firm.

See how accounting firms use Digits to automate month-end workflows, deliver real-time financials, and focus on the work that drives growth.

How Eiduk Tax & Wealth is Scaling an Advisory-First Firm with Digits

Mon, 25 May 2026 07:00:00 GMT

An accounting firm built around automation

John Eiduk launched Eiduk Tax & Wealth in 2021 after years of working at the intersection of accounting and technology, helping companies implement systems and improve workflows.

Today, Eiduk Tax & Wealth specializes in tax planning, advisory, and bookkeeping services for healthcare professionals and other service-based businesses.

“I really started looking at technology tools to grow my firm and scale by myself,” John explained. “I knew there had to be a better way than just throwing more bookkeeping bodies at the problem.”

The operational reality

Like many accounting firms in the U.S., John initially relied on QuickBooks Online.

But as his client base grew, so did the operational overhead surrounding bookkeeping.

“There’s so much coordination involved,” he said. “Receipts, categorizing transactions, reconciling accounts, communicating with clients, and managing bookkeepers. It creates what I call coordination fatigue.”

While QuickBooks offered robust functionality, John found the experience increasingly difficult to scale:

Time-consuming reconciliation workflows
Heavy dependence on manual bookkeeping labor
Clunky reporting processes
Constant interface changes and updates
Difficulty scaling without hiring additional staff

“With QuickBooks, onboarding was only the beginning,” John explained. “After the initial setup, there was still significant manual work required to categorize transactions, reconcile accounts, and continuously monitor the books.”

For a firm focused primarily on advisory services, the traditional bookkeeping model simply wasn’t sustainable.

Why Eiduk Tax & Wealth chose Digits

John first discovered Digits through a YouTube conversation between accounting creator Jason Staats and Digits CEO Jeff Seibert discussing the future of AI-native bookkeeping software. He immediately saw the platform’s potential to modernize accounting workflows.

“I looked at other newer solutions too,” he said. “But Digits looked ready. The UI and UX felt polished, functional, and thoughtfully designed.”

As someone with extensive software implementation and product management experience, John evaluated Digits differently than most accountants.

“The technology felt sound right away,” he explained. “The reporting, the drill-downs, the categorizations, the workflows it all made sense.”

One major differentiator was Digits’ automation-first approach.

“I saw a path to scale without needing to continuously add bookkeeping staff,” he said.

Before migrating clients, John decided to fully test Digits using his own firm’s books first.

“I threw the kitchen sink at it,” he laughed. “Multiple bank accounts, Stripe integrations, payroll accounts, transfers, everything.”

During onboarding, John imported historical QuickBooks transactions into Digits and set clear cutover dates for clients.

From there, he could connect bank accounts, validate reconciliations, and quickly reclassify transactions — all within a single platform.Once the workflows were in place, the efficiency gains became immediately clear.

“Once the model learns the transactions, I’m mostly reviewing instead of manually processing everything.”

Rebuilding the bookkeeping workflow

One of the biggest operational improvements came during client onboarding.

“QuickBooks onboarding used to take me two to four hours per client,” John said. “With Digits, it’s closer to an hour, assuming the client is responsive.”

More importantly, Digits removed the need for constant supervision.

“I don’t have to babysit the system anymore,” he explained. “I can let auto-reconciliation run, upload documents, work on something else, and come back later. It lets me multitask in a way QuickBooks never did.”

The automation dramatically reduced manual bookkeeping work while still allowing John to maintain oversight. That shift fundamentally changed how John thinks about scaling his firm.

Faster financial visibility with less manual work

Beyond onboarding improvements, Digits simplified the day-to-day bookkeeping experience.

“I love how quickly I can pull up a profit and loss statement, drill into transactions, and reclassify items,” John said.

Instead of navigating through multiple layers of menus or exporting PDFs, Digits allows him to review financials in real time.

“It should just be point and click,” John explained. “That’s what impressed me with Digits. The workflows feel modern.”

Turning bookkeeping into a scalable service line

Digits didn’t just improve efficiency—it also changed the economics of John’s bookkeeping services.

Previously, bookkeeping work often required additional labor costs, software overhead, and constant coordination. With Digits automating much of the repetitive work, John was able to create a more scalable bookkeeping model while maintaining strong margins and spending less time on manual processing.

“Digits allows us to deliver bookkeeping services far more efficiently,” John explained. “That gives us the flexibility to serve a wider range of clients while maintaining profitability.”

That flexibility allows John to price services strategically based on the client relationship and level of support required—without sacrificing profitability.

As a result:

Clients can access bookkeeping services that fit their needs and budget
The firm spends significantly less time on manual processing
Automation reduces dependency on additional staff
More time can be spent on higher-value advisory work

For John, bookkeeping is no longer the bottleneck. Instead, it has become a scalable operational layer that supports more profitable advisory relationships.

Building a Modern Accounting Stack

Today, John’s preferred tech stack centers around Digits alongside automation-focused financial tools like Ramp.

“I love software that actually integrates and plays nicely together,” he said. “Digits feels like accounting software built for modern workflows.”

As he continues growing Eiduk Tax & Wealth, John plans to migrate more clients from QuickBooks into Digits.

“I’d tell firms to start with a handful of smaller clients and make the jump,” he said. “Once you experience what bookkeeping should feel like, it’s hard to go back.”

What’s Next

As Eiduk Tax & Wealth continues growing, John sees Digits as a key part of building a scalable, advisory-focused firm.

“Digits gives me confidence that I can grow without getting buried in manual bookkeeping work,” he said.

The future of bookkeeping is automation-first

Discover how modern accounting firms are using Digits to reduce manual work, improve client visibility, and scale more efficiently.

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.