Digits Pro explained: what it changes for small firms

What launched on November 10, 2026

Digits' changelog entry dated November 10, 2026 introduces the Digits Pro plan as available to businesses and accounting firm clients, and its headline addition is Budgets, which keeps budget vs. actuals current as transactions post. For a small firm the change is narrow: it helps only if monthly variance work is a recurring client request, and the plan costs $250 per month for businesses and accounting firm clients according to Digits (2026), so act this month only if that request is already on your list.

In plain terms, budget vs. actuals compares the amounts you planned for each account with the amounts the ledger shows for the same period, then shows the gap. That is the job Digits Pro takes over from a month-end spreadsheet.

TL;DR: Digits Pro adds Budgets and, for businesses, custom reports and dashboards on top of Core. Upgrade only with a named budget use case, and confirm how the AI features are packaged before you switch.

The changelog lists the Pro bundle as AI Bookkeeping, Agentic Close, Budgets, and Custom Reports and Dashboards, and says Pro "includes everything in Core." The changelog also lists a rebuilt Stripe integration from November 3, which prompts connected users to upgrade from the Checklist, and a General Ledger Excel export dated November 10. Those changes affect daily work for any client already on Digits, whether or not your firm buys Pro.

One naming point matters for search and for older posts. Digits announced its month-end close product as Agentic Close in June 2026, and the November 10 changelog entry lists Agentic Close as part of the Pro bundle.

Key Takeaways

• Budgets is the new capability: you upload an existing Excel budget as it is, and Budget vs. Actuals updates as transactions post.

• Budgets are organized by chart-of-accounts category. Department and location budgets are on the roadmap, and the vendor has not published a date for them.

• For firms, Budgets is the real addition, because Custom Reports and Custom Dashboards already sit in Core for firm partners.

• Packaging is unclear: the changelog lists AI Bookkeeping and Agentic Close under Pro, while the pricing page lists AI bookkeeping on all three business plans.

• Firm plan prices are not published, so a firm needs a quote before it can model cost.

• QuickBooks Online Plus also has budgets, but the product scope differs, so this comparison covers budgets and price only.

Market context for firm buyers

Budgets matter as a buying test because firms are adopting AI tools faster than they are writing policies for them. GenAI use at tax firms: 8% (2024) to 21% (2025) according to Thomson Reuters (2025). That research covers a broader set of professional services, so read it as direction rather than a benchmark for a 5-50 person firm.

A CPA Practice Advisor report on the same research finds that 79% of tax and accounting firms expect significant GenAI integration by 2027 according to CPA Practice Advisor (2025). The same piece also reports that many firms still lack formal GenAI policies, which is the reason to ask a vendor how review and sign-off work before you buy.

Digits announced Agentic Close on June 8, 2026. CPA Practice Advisor reported that the company says it is available today for all accounting firms, according to CPA Practice Advisor (2026). That June announcement sits alongside the November Pro launch, and the two sources do not describe the same packaging.

Who this is for

This is for an owner or operations lead at a 5-50 person accounting, bookkeeping or tax firm who already runs client books on Digits, or is deciding whether to, and who keeps getting asked for budget-to-actual reports. The real question is not whether budgets are useful. It is whether the step from Core to Pro, plus a new habit of maintaining budgets inside the books, pays back across your client mix.

Red flags: your clients do not keep budgets in any form, so there is nothing to upload; your budgets are split by department or location, which Digits does not yet support; or nobody on your team will own the Excel upload and the review of flagged rows.

How we evaluated these tools

Our evaluation weights the six decisions this reader actually makes. The weights are our judgment, not vendor data, and they favor budget mechanics because budgets are what changed at this launch. We scored each product against published facts only, and we marked a cell "Not stated" or "Not assessed here" when the pages we opened did not answer it.

The weights total 100%. A product that reports well but cannot take the firm's own budget file scores poorly overall, because the upload is the first step in the workflow.

Feature matrix: Digits Core, Digits Pro and QuickBooks Online Plus

Inside Digits, Budgets are the decisive difference: Core has none, and Pro adds Budget vs. Actuals with version history. On the QuickBooks side, Intuit's help article says budgeting is available only in QuickBooks Online Plus and Advanced, and that Excel uploads are limited to 10 MB or less with only profit and loss budgets importable, according to Intuit (2026). The Digits pages we opened do not publish an upload size limit, so the vendor has not published one.

Two Digits rows are less clear than they look. AI bookkeeping appears on all three business plans on the pricing page, but the changelog lists AI Bookkeeping and Agentic Close under Pro. The vendor has not published which tier Agentic Close belongs to for firms.

What it costs

Pricing checked November 10, 2026.

The Digits pricing page lists three business plans: Essentials at $65 per month, Core at $100 per month and Pro at $250 per month, according to Digits (2026). Firm plan prices are not on the firm plans page, which says partner discounts are available "on contractual agreements," so firm pricing is Quote-based.

The Pro figure is on the Digits changelog, and the other Digits plan figures are on the pricing page cited above. Promotional Plus plan price: $70 per month according to Intuit (2026). The page shows that figure next to an unlabeled $140 figure, and we could not confirm that $140 is the regular price, so the table does not state one.

On list prices, Pro costs $150 per month more than Core for each business. The changelog says Pro is $250 per month for "businesses and accounting firm clients" and does not spell out the billing unit, so confirm with Digits whether it is per client business or per firm account before you model it. The vendor has not published how existing Core accounts move to Pro.

The pricing page's FAQ and its comparison table also disagree about whether custom dashboards are in Essentials and Core. Read the plan terms in writing before you buy.

Vendor profiles: best fit, limits and evidence

Digits Pro

Best fit: Firms that already run client books on Digits, serve business clients who ask for budget-to-actual reporting, and have a reviewer who will own the flagged variances. Pro is the only Digits plan that includes Budget vs. Actuals.

Limits: Budgets are organized by category only. The packaging of Agentic Close is unclear, the billing unit is unclear, and the June release says issues that need judgment go to Checklist without saying whether an accountant must sign off before anything posts. Forecasting and scenario planning go to Reach Reporting, a separate integration whose pricing the changelog does not give.

Implementation: Upload the existing budget workbook in the product. Monthly or quarterly grids, a single annual amount and multi-tab workbooks all load without reformatting. Budgets in a connected QuickBooks file sync automatically. The AI reads the layout, and deterministic code checks the amounts against the workbook's own totals. Ambiguous rows are flagged, not guessed, so the upload includes a review step. Each later upload becomes a new version, and Digits follows the latest version by default.

Evidence: Digits changelog, Digits firm plans, Digits Agentic Close.

Digits Core

Best fit: Firms that need dimensional accounting and automated schedules but do not need budgets. Core is also the base that Pro builds on, since the changelog says Pro includes everything in Core.

Limits: Core has no Budget vs. Actuals. Custom reports and dashboards are available through a firm partner rather than directly, per the pricing page.

QuickBooks Online Plus

Best fit: Firms whose clients already run on QuickBooks Online and who need budgets without changing their close tools. We did not assess QuickBooks Online's AI or close features, so this profile covers budgets and price only.

Limits: Budgeting is available only in Plus and Advanced. The Plus price on the page is a promotion, 50% off for 3 months, and the regular price is not confirmed. Excel import is limited to profit and loss budgets, and the Budgets vs. Actuals report shows whether you went over budget and what percent of the budget you have used.

Implementation: Create the budget, upload the Excel file within the size limit, and run the Budgets vs. Actuals report. Intuit's help article describes the budget as the basis for the report.

Evidence: Intuit budget help, Intuit pricing.

Digits Pro's edge is version history and budgets that refresh from the ledger. QuickBooks Online Plus's edge is a lower promotional list price and a budget report that teams already on QuickBooks know. Those are different trade-offs, so pick on your client mix, not the headline price.

Where a proposed workflow would sit around Digits Pro

A proposed design from US Tech Automations would start with a schedule. On the close date your firm sets, the trigger fires for each client on Digits. The action pulls the period's ledger entries through the Digits API, compares them with the budget totals in the firm's own workbook, and flags any category outside a tolerance the controller sets. The output is a draft variance summary per client, with flagged categories listed first, placed in a review queue. Prerequisites are API access, which the pricing page says all three business plans include, an OAuth app that holds the ledger:read scope listed in Digits' developer reference, and written client permission for the data pull. Human review points are the tolerance setting, every flagged category, and the decision to send. This is a proposed design, not a description of a current deployment, and it duplicates the Budget vs. Actuals view inside Digits. It is worth building only if the firm wants its own pack or wants a second check on Digits' output.

A second proposed workflow handles the upload step. The trigger is a new budget workbook saved to the client's folder in the firm's document system. The action checks that the file is a workbook, records its tab structure, and creates a task for an accountant to upload it in Digits. The output is a checklist item that names the file and the version label to use. Prerequisites are file-storage access and an agreed naming convention for versions. Human review points are the accountant's confirmation of the upload and Digits' flags on ambiguous rows. The Digits pages we opened describe the budget upload inside the product and do not describe a budget upload endpoint, so the vendor has not published API support for budget upload. Until that is confirmed, this workflow stops at a task.

Worked example: the monthly step-up in numbers

This is an illustrative calculation with assumed inputs, not a measured result. Suppose a firm has 8 client businesses that each want a monthly budget vs. actuals pack. At the $250 Pro price, those clients cost $2,000 per month; at the $100 Core price, they cost $800 per month. The step-up is $1,200 per month, or $14,400 per year. If the firm assumes each client's pack saves 2.5 hours a month, that is 20 hours across the 8 clients, so the upgrade breaks even at $1,200 ÷ 20 = $60 of staff time per hour saved. A firm that builds its own view instead would pull the period's actuals with LedgerTransactionService_QueryEntries from the Digits API, a build that carries upkeep time no list price in this comparison covers.

Read the table with your own hours. If Pro saves you 1.5 hours per client each month, each saved hour has to be worth $100 for the step-up to pay for itself, which is a hard test for a firm with a lean reviewer.

Build it yourself, or configure it

The alternative most firms weigh is building the pull-and-compare step in Zapier, Make or n8n, or in-house code. Those tools can run the same steps, and when configured they can keep run histories, retries, error branches and audit evidence. The buyer still has to design and own idempotency, so a retried run does not post or send twice; escalation when a run fails; access controls for client credentials; and maintenance when Digits changes its API. A no-code build is often the cheaper route for a few clients with one reviewer. A configured design from US Tech Automations could set out the review queue, exception routing and audit trail in advance, with the same prerequisites: API access, scoped credentials and named human reviewers.

When NOT to use US Tech Automations: skip a custom design if you need budget variance for only a few clients, since Digits' built-in Budget vs. Actuals view covers that without a build. Skip it if your clients' books are not on Digits and you have no API connection path, because every step above depends on one. Skip it if a monthly spreadsheet review already meets your partner's needs, because a workflow adds upkeep that the spreadsheet does not.

Signal vs Speculation: what is published and what is our read

Published by the vendor or trade press

• The Digits changelog entry dated November 10, 2026 introduces the Pro plan, with Budgets, AI Bookkeeping, Agentic Close, and Custom Reports and Dashboards in the Pro bundle, per the Digits changelog.

• Budgets accept uploaded Excel budgets, keep versions, and flag ambiguous rows, per the Digits changelog.

• Agentic Close was announced for accounting firms on June 8, 2026, per CPA Practice Advisor.

• Firm plan prices are not published on the Digits firm plans page.

Not published by the vendor

• Whether AI bookkeeping and Agentic Close are Pro-only.

• The billing unit for the Pro price.

• Whether an accountant must approve Agentic Close outputs before they post. The June page describes exceptions escalated to Checklist but says nothing about sign-off.

• Reach Reporting pricing.

• How existing Core accounts move to Pro.

• A date for dimensional budgets.

Our read

• The launch is mostly packaging. Budgets are the substantive addition for firms, and the rest was already in Core for firm partners.

• The company's June release cites coverage and training-data figures. We did not verify them and do not repeat them here.

• Performance claims on the Agentic Close page are company statements. Treat them as claims until your own books show the same result.

• The pricing page's FAQ and table disagree about dashboards, so get the plan terms in writing.

Glossary of terms used here

• Budget vs. Actuals: a report that compares planned amounts with posted transactions for the same periods.

• Budget version: a saved upload of a plan, such as the original budget or a re-forecast. Digits keeps each version.

• Chart of accounts: the list of account categories that Digits budgets map to today.

• Dimensional budget: a budget split by department or location rather than by account alone.

• Agentic Close: Digits' month-end close product, described in six stages: collect, book, reconcile, schedule, review and report.

• Checklist: the Digits queue for items that need accountant judgment.

• Exception: an item the system flags for review rather than resolving on its own.

• Firm partner: the accounting firm relationship through which Custom Reports and Dashboards appear in Core, per the pricing page.

Decision checklist for this month

• Are budget-to-actual reports a recurring client request, rather than a one-off?

• Do your clients' books run on Digits now, or is a move already planned?

• Do you need department or location budgets this year? If yes, Digits Pro does not cover them yet.

• Has Digits confirmed in writing whether the $250 price is per client business or per firm account?

• Has Digits confirmed whether AI bookkeeping and Agentic Close are included at the tier you would buy?

• Have you modeled the uplift against hours saved, using the break-even table?

• Have you named the person who reviews flagged budget rows and approves each client send?

Frequently asked questions

Is Digits Pro available now?

Yes, the Digits changelog says the Digits Pro plan is now available, dated November 10, 2026.

Does Digits Pro replace QuickBooks budgets?

No, not automatically. The changelog says budgets in a connected QuickBooks file sync automatically, so Digits Pro can sit on top of QuickBooks data, but moving off QuickBooks is a separate decision.

Does Digits Pro handle department or location budgets?

Not yet. Budgets are organized by chart-of-accounts category, dimensional budgets are on the roadmap, and Digits points to Reach Reporting for dimensional budgets today.

Is Agentic Close part of Pro?

The vendor has not made that clear. The June 2026 release described Agentic Close as available to all accounting firms, while the November changelog lists it under Pro.

Should a small firm act this month?

Act this month only if budget variance reporting is already a recurring client request, your clients' books are on Digits or moving there, and someone on your team owns the review of flagged budget rows.

Do I need a custom workflow to get value from Digits Pro?

No. Digits' built-in Budget vs. Actuals works without one. A custom workflow adds value only if you need your own pack, an independent check on Digits' numbers, or an audit trail outside Digits. Our Housecall Pro vs Jobber comparison for electrical contractors uses the same weighted-criteria layout if you want to see how we structure a buyer's comparison, and our 1099 vendor tracking guide shows a year-end workflow with similar review points. If your firm connects operational tools to QuickBooks, our QuickBooks sync guide for plumbing companies covers the connection and review steps.

Bottom line for this month

Digits Pro is a narrow upgrade with one clear addition: Budgets that load an existing Excel plan and stay current from the ledger. Act this month only if budget variance is a recurring request across your client list, you have a reviewer who owns flagged rows, and Digits confirms the billing unit and Agentic Close packaging in writing. Otherwise, keep Core and revisit when dimensional budgets ship, if they do. If you want the review queue and audit trail for a budget pack designed against your own client list, see how US Tech Automations configures this.