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Bots for accounting, bookkeeping, and payroll firms

Digits

Ready-made software

Still sorting and reconciling client books by hand?

Sorts client transactions, matches accounts all day and night, and keeps reports up to date, so you mostly review.

By BusyWorkBots Editorial Team

Last updated:

Try Digits
Price
From $65/mo
Setup
Medium
Time saved
Maker hasn't shared this

Who it's for

Solo bookkeepers and small accounting firms that spend most of the month sorting transactions, matching bank accounts and building client reports. U.S. businesses only, per Digits.

What it does

  • Sorts transactions into the right categories as they come in from banks, cards and payroll
  • Matches (reconciles) accounts all day and night and flags only the odd ones for you
  • Keeps profit and loss, balance sheet and cash flow reports up to date for every client, in one dashboard with no fee per team member

Proof

VerifiedShared by CPA Practice Advisor

Oskar Escobedo runs a one-person accounting and CFO firm in El Paso, Texas, with 37 client jobs. He told CPA Practice Advisor that monthly bookkeeping work dropped from about 108 hours to about 20, and his month-end close went from 18 days to 5.

Jul 21, 2026 Read the source

Maker's claimThe company that makes it says so

John Eiduk of Eiduk Tax & Wealth says onboarding a new client used to take him two to four hours in QuickBooks and now takes "closer to an hour." He says, "I'm mostly reviewing instead of manually processing everything."

Digits (its Eiduk Tax & Wealth case study)May 25, 2026 Read the source

Try it yourself DIY version

Not ready to buy the tool? Paste this into ChatGPT, Claude or Grok. Fill in the [brackets] first.

Copy this prompt 
I run a [SOLO / SMALL] bookkeeping firm with [NUMBER] monthly clients. My month-end close takes about [NUMBER] days. Here is how I close a month now: [PASTE YOUR STEPS]. Find the steps I could automate, sort them by how much time they would save, and give me a plan to test a new system on 5 clients with one side-by-side close before I move everyone. Don't make up any numbers. Mark anything I need to check with [CHECK]. Don't paste client names, account numbers or other private data into a chatbot.

How to set it up

  1. Start the 30-day free trial, or sign up as a partner firm so your own firm's books run free.
  2. Test it on your own firm's books first.
  3. Pick about five smaller clients and import their QuickBooks history with a set cutover date.
  4. Run one month-end close side by side with your old system and check that the numbers match.
  5. Move the rest of your clients and turn on automatic monthly reports.

Cost

From $65/mo (Essentials). Core is $100/mo and Pro is $250/mo (Pro says "coming soon"). Firms pay per client account, with no seat fees, and partner firms run their own books free. Extra entities are free up to 250 transactions a year, then from $35/mo. No setup fees. 30-day free trial. Prices as shown on digits.com/pricing on Oct 29, 2026 (plan prices rechecked Oct 31, 2026). Digits does not file taxes.

Prices change. Check the maker’s site before you buy.

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