Digits

About this Tool

Digits is an AI-powered business financial intelligence platform that gives small business owners real-time insights into their business finances. Its AI continuously monitors cash flow, categorizes expenses, and surfaces anomalies and trends that require attention.

Digits’ conversational AI lets business owners ask plain English questions about their finances and receive instant, accurate answers backed by actual financial data. The platform integrates with QuickBooks and Xero.

Key Features

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Real-Time Cash Flow Monitoring

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AI Expense Categorization

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Anomaly Detection

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Conversational Finance Q&A

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P&L Analysis

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QuickBooks & Xero Integration

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Team Financial Reports

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Trend Analysis

📋 Scripts & Prompts for Digits +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template

Build My Personal Budget & Zero-Based Spending Plan

Beginner ⏱ 15 min

You are a certified financial planner. Create a complete zero-based budget for me. Monthly take-home income: [INCOME] Fixed monthly expenses:…

Monthly take-home income

Fixed expenses

Variable expenses

Debt payments

Financial goals

💬 Prompt

Design My Investment Portfolio â€” Any Goal

Intermediate ⏱ 12 min

You are a fee-only fiduciary financial advisor with expertise in portfolio construction. Design my investment portfolio. Investment goal: [GOAL] (retirement…

Investment goal

Years until goal

Risk tolerance

Monthly investment

Account types

Current allocation

Your age

💬 Prompt

AI Tax Optimization Strategy

Intermediate ⏱ 15 min

You are a CPA and tax strategist. Identify every legal tax optimization strategy for my situation. Filing status: [STATUS] Employment…

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📄 Template

Debt Elimination Snowball + Avalanche Hybrid Plan

Beginner ⏱ 10 min

You are a debt specialist. Create my complete debt elimination plan. Debts I owe: [DEBT_LIST] (name, balance, interest rate, minimum…

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📄 Template

Fine Tuning

Intermediate ⏱ 10 min

Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…

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🔐 Browse All Scripts in the Vault →

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