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From Rules to Agents: Accounting’s Next Workflow

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Manage episode 508731495 series 2991380
Content provided by Earmark LLC, Blake Oliver, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark LLC, Blake Oliver, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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/

  continue reading

104 episodes

Artwork
iconShare
 
Manage episode 508731495 series 2991380
Content provided by Earmark LLC, Blake Oliver, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark LLC, Blake Oliver, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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/

  continue reading

104 episodes

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