Earmark Podcast | Earn Free Accounting CPE

From Rules to Agents: Accounting’s Next Workflow

Listen Later

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/

    ...more
    View all episodesView all episodes
    Download on the App Store
    Earmark Podcast | Earn Free Accounting CPEBy Blake Oliver, CPA
    • 4.9
    • 4.9
    • 4.9
    • 4.9
    • 4.9

    4.9

    25 ratings

    More shows like Earmark Podcast | Earn Free Accounting CPE

    View all
    PwC's accounting podcast by PwC

    PwC's accounting podcast

    180 Listeners

    Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

    Your Money, Your Wealth

    794 Listeners

    CFO THOUGHT LEADER by The Future of Finance is Listening

    CFO THOUGHT LEADER

    129 Listeners

    Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

    Big Picture Retirement®

    537 Listeners

    Tax Smart Real Estate Investors Podcast by Hall CPA

    Tax Smart Real Estate Investors Podcast

    418 Listeners

    Talking Tax by Bloomberg Tax

    Talking Tax

    112 Listeners

    The Accounting Podcast by Blake Oliver & David Leary

    The Accounting Podcast

    335 Listeners

    How to Money by iHeartPodcasts

    How to Money

    3,171 Listeners

    Small Business Tax Savings Podcast by Mike Jesowshek, CPA

    Small Business Tax Savings Podcast

    248 Listeners

    Future Firm Accounting Podcast by Ryan Lazanis

    Future Firm Accounting Podcast

    26 Listeners

    The Unique CPA by Randy Crabtree, CPA

    The Unique CPA

    23 Listeners

    Oh My Fraud by Caleb Newquist

    Oh My Fraud

    130 Listeners

    Unofficial QuickBooks Accountants Podcast by Alicia Katz Pollock, MAT

    Unofficial QuickBooks Accountants Podcast

    42 Listeners

    Jason On Firms Podcast by Jason Staats

    Jason On Firms Podcast

    57 Listeners

    Tax in Action: Practical Strategies for Tax Pros by Jeremy Wells, EA, CPA

    Tax in Action: Practical Strategies for Tax Pros

    9 Listeners