Your clients confirm their books by voice. Every week.
Each client gets their own transactions and how you recorded them. They answer with a quick voice note or an email reply, and AI turns the answer into a change plan.
“The Lyft was for the youth program meeting.”
The client who made the purchase answers for it.
Their week, on their schedule
Every client gets their own transactions, grouped by account, with the category and program you recorded — weekly, every two weeks, twice a month or monthly.
In their own words
They reply to the email, or record a voice note on their review page while reading the list. Recordings are transcribed for you.
You stay in control
AI turns the reply into a change plan and checks each line against what the client was shown. Anything unclear becomes a question back to them rather than a guess.
Built so you can trust what it does to your books.
Access you grant and can revoke
It connects through Digits’ own authorization and reaches only what it needs to build and settle each week. It never creates an entry of its own, and you can revoke its access from Digits at any time.
Nothing is guessed
Replies become a change plan, line by line. Anything the client did not clearly decide is held open as a question, and nothing is applied while a question is open.
Every AI suggestion is checked
- The row was on the client’s list
- The quote is exactly what they said
- Their words match that transaction
- The program or category exists in their books
Each person sees only their accounts
You decide who receives which accounts. Every email carries a private, signed link to that person’s own review page.
One price per client. Everything included.
Pay for the clients you confirm with, not for seats. Add a client when you connect their ledger.
- Scheduled confirmations for every client
- Voice notes, transcribed, and email replies
- AI change plans, checked line by line
- Your review inbox and each client’s review page
See a client’s week in the books.
We’ll walk through a real weekly confirmation, from the email your client gets to the change plan it produces.