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:
  1. Go to Custom Reports
  2. Click + Run Report
  3. Choose Executive Summary
  4. Click into the Executive Summary text box at the top of the report
  5. 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.
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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.