new
Business Owners
Accounting Firms
All Users
AI Executive Summary Now Available to Everyone
What’s New:
The AI writing assistant for Executive Summaries is now available to all users. To use it:
- Go to Custom Reports
- Click + Run Report
- Choose Executive Summary
- Click into the Executive Summary text box at the top of the report
- In the editing toolbar that appears, click the Digits logo to generate an AI-written summary
You can provide bullet points, draft notes, or guidance on tone, and the AI will turn it into a polished summary based on the text you include.
Note: The AI refines the content you provide. It does not automatically pull financial data into the summary.

Why It Matters:
Drafting clear, professional report summaries just got faster. Whether you start with rough notes or structured bullet points, you can quickly generate client-ready insights—without spending extra time rewriting.