Navigated to From Rules to Agents: Accounting’s Next Workflow

From Rules to Agents: Accounting’s Next Workflow

September 27
53 mins

View Transcript

Episode Description

Can an AI‑native general ledger really automate the monthly close without losing control? Blake talks with Digits CEO Jeff Seibert about an “autonomous GL” built on a vector graph model, AI agents that research unknown transactions and auto‑reconcile to pixel‑matched statements, and human‑in‑the‑loop safeguards. Learn where Digits fits best today, how to pilot it with clients, price AI‑powered CAS, and keep trust with audit trails, object‑level permissions, and deterministic reporting.

Chapters

  • (01:20) - Understanding Autonomous General Ledgers
  • (02:13) - Technical Architecture of Digits
  • (05:29) - Real-World Application of Digits
  • (10:10) - Advanced Features and Accuracy
  • (16:09) - Automated Reconciliation
  • (19:11) - Innovative Reporting Capabilities
  • (24:19) - AI Agents in Accounting
  • (28:40) - Automating Collections and Approvals
  • (29:59) - Customizing Agent Instructions
  • (30:46) - Balancing Simplicity and Complexity in Product Design
  • (46:42) - Impact of AI on Accounting Roles
  • (48:26) - Learning and Adapting to AI in Accounting
  • (52:45) - Conclusion and Next Steps
Sign up to get free CPE for listening to this podcast

https://earmarkcpe.com
https://earmark.app/

Download the Earmark CPE App
 
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app


Connect with Our Guest, Jeff Seibert

Website: https://jeffseibert.com/
LinkedIn: https://www.linkedin.com/in/jseibert/

Learn more about Digits

Website: https://digits.com/

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/

See all episodes

Never lose your place, on any device

Create a free account to sync, back up, and get personal recommendations.