The Free Minded Accounting Group
Bookkeeping and advisory firm
- Size
- Not stated
- Where
- US
The job
Moved bookkeeping clients onto an AI general ledger that categorises and reconciles transactions automatically.
Tool: Digits · More using Digits
What happened
The firm reports a 70% increase in workflow efficiency.
monthly bookkeeping engagements now require just a few hours per client
Before you believe it
Review every auto-categorised line over [AMOUNT] before you close the month.
Try this prompt
Test the job on your own material before buying anything. Replace the highlighted brackets.
Here are this month's bank transactions for [CLIENT_NAME] and last month's ledger. Suggest a category for each transaction based on past treatment and list anything that doesn't reconcile.
Source
Insightful Accountant ↗, 24 April 2026 · vendor story
This source was written or published by the supplier of the tool, so treat the claim as a sales story.
More from the archive
Shazam Accounting
Virtual accounting firm for small businesses and nonprofits, Amarillo, Texas
An AI agent in BILL fills in expense accounts and splits line items on incoming client bills, based on how each supplier was coded before. The founder checks the amounts and approves.
Result The founder says the agent cuts his weekly invoice coding time by 75%.
2 staffUS
Bissell Brothers Brewing
Craft brewery, Portland, Maine
The finance team uses Ramp Stack's AI agents for reconciliations, which match bank transactions to the ledger, flag differences and build the journal entries.
Result Some reconciliations that were done once every three months are now done every month.
Not statedUS
Specialized Accounting
Accounting firm
Uses Ramp Stack, an AI system for accounting firms that works through month-end close tasks such as coding transactions, reconciling bank accounts and posting journal entries.
Result The owner says Stack has cut month-end close time by 50% on some clients.
Not statedUS
Keep browsing: more in Finance (14) · more using Digits (2)
New entries every week
The archive grows weekly. Get the stories in your inbox, with the context behind them.