Digits vs Insightly
A head-to-head comparison to help you pick the right tool
Last updated: April 30, 2026
Digits
Digits is a modern financial intelligence platform for small businesses that connects to your accounts and uses AI to surface insights, trends, and anomalies in your finances automatically.
Insightly
Insightly is a CRM and project management platform designed for growing businesses. It uniquely combines sales pipeline management with post-sale project delivery so teams can manage the full customer lifecycle in one place. Insightly is popular with professional services firms and companies that need to track complex projects alongside their sales pipeline.
Pros
- ✓AI-powered financial insights
- ✓Clean modern interface
- ✓Automatic anomaly detection
- ✓Good cash flow visibility
- ✓Integrates with existing accounting tools
Cons
- ✗Not a full accounting replacement
- ✗US-focused
- ✗Still a newer platform
- ✗Limited tax filing features
- ✗Best as a complement to existing accounting software
Pros
- ✓Unique combination of CRM and project management in one tool
- ✓Good free plan for up to 2 users
- ✓Strong workflow automation on paid plans
- ✓Good fit for professional services businesses
Cons
- ✗Interface feels dated compared to modern CRM tools
- ✗Customer support can be slow on lower tiers
- ✗Mobile app is less polished than competitors
Digits vs Insightly: Side by Side
| Factor | Digits | Insightly |
|---|---|---|
| User Rating | N/A | N/A |
| Category | Accounting Software | CRM Software |
| Pricing Model | Paid | Freemium |
| Starting Price | Contact for pricing | Free |
| Best For | Small business owners wanting AI-powered financial insights and visibility on top of their existing accounting software | Growing businesses that need CRM and project management in one platform |
| Our Pick | — | — |
Digits Features
- ✓AI bookkeeping
- ✓transaction categorization
- ✓cash flow insights
- ✓financial reporting
- ✓bank feed integration
Insightly Features
- ✓Contact and lead management
- ✓pipeline management
- ✓project management
- ✓workflow automation
- ✓email marketing
- ✓reporting
- ✓integrations
Pricing Comparison
Our Take
Choose Digits if small business owners wanting ai-powered financial insights and visibility on top of their existing accounting software. Choose Insightly if growing businesses that need crm and project management in one platform.
Best For
Small business owners wanting AI-powered financial insights and visibility on top of their existing accounting software
Best For
Growing businesses that need CRM and project management in one platform
Also Consider
If neither Digits nor Insightly is the right fit, Dext is worth evaluating.
Dext
Bookkeepers, accountants, and businesses with high receipt volumes wanting to eliminate manual data entry
From $15/mo
Frequently Asked Questions
What is the difference between Digits and Insightly?
Digits is best for small business owners wanting ai-powered financial insights and visibility on top of their existing accounting software. Insightly is best for growing businesses that need crm and project management in one platform.
Which is better, Digits or Insightly?
Choose Digits if small business owners wanting ai-powered financial insights and visibility on top of their existing accounting software. Choose Insightly if growing businesses that need crm and project management in one platform.
How much does Digits cost?
Visit Digits website for current pricing.
How much does Insightly cost?
Insightly starts at Free. Pricing model: Freemium.
Who should use Digits?
Small business owners wanting AI-powered financial insights and visibility on top of their existing accounting software
Who should use Insightly?
Growing businesses that need CRM and project management in one platform