From Rules to Agents: Accounting’s Next Workflow episode artwork

EPISODE · Sep 27, 2025 · 53 MIN

From Rules to Agents: Accounting’s Next Workflow

from Earmark Podcast | Earn Free Accounting CPE · host Blake Oliver, CPA

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 podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Jeff SeibertWebsite: https://jeffseibert.com/LinkedIn: https://www.linkedin.com/in/jseibert/Learn more about DigitsWebsite: https://digits.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Episode metadata supplied by the publisher feed · Published Sep 27, 2025

Embed this episode

NOW PLAYING

From Rules to Agents: Accounting’s Next Workflow

0:00 53:48

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Earmark Podcast | Earn Free Accounting CPE?

This episode is 53 minutes long.

When was this Earmark Podcast | Earn Free Accounting CPE episode published?

This episode was published on September 27, 2025.

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this Earmark Podcast | Earn Free Accounting CPE episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!