From Rules to Agents: Accounting’s Next Workflow

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Earmark Podcast | Earn Free Accounting CPE

Blake Oliver, CPA

109 episodes

2 weeks ago

This show is brought to you by Earmark, your source for podcast-based continuing education for accounting and tax professionals. You can earn CPE by listening to the episodes on this podcast and more! Sign up for our mobile app to earn free CPE whenever you want, wherever you go. Learn more at https://earmarkcpe.com.

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From Rules to Agents: Accounting’s Next Workflow

Earmark Podcast | Earn Free Accounting CPE

53 minutes

1 month ago

From Rules to Agents: Accounting’s Next Workflow

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

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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/