Elev8 CFO
Tax, bookkeeping and fractional CFO practice, El Paso, Texas
- Size
- 1 staff
- Where
- US
The job
The owner moved 27 client books from QuickBooks Desktop to Digits, an AI accounting platform that categorises transactions and keeps a real time ledger. Client questions about transactions are handled inside the platform, and he used its API to send branded monthly statements to every client automatically.
Tool: Digits · More using Digits
What happened
Month end close fell from 18 days to five.
Monthly bookkeeping work dropped from about 108 hours to about 20. He moved 27 clients across in roughly 40 hours, which he puts at about half the effort of a traditional migration, and all 27 now get automated monthly reports.
Before you believe it
The page is marked as sponsored content, so Digits paid for it and the figures are the owner account. He advises running one parallel close on five clients and checking the numbers tie before moving everyone across.
Try this prompt
Test the job on your own material before buying anything. Replace the highlighted brackets.
Here is last month transaction export for one client: [EXPORT]. Here is the chart of accounts: [ACCOUNTS]. Suggest a category for each transaction, flag any you are unsure about with the reason, and list questions I should send the client.
Source
CPA Practice Advisor ↗, 21 July 2026 · vendor story
This source was written or published by the supplier of the tool, so treat the claim as a sales story.
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