The possibilities are endless with the Living Model.
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Is there a way to ask a client non-transaction-related questions/tasks like document uploads? I understand there is no file sharing in Digits but I would like to be able to at least ask for the document.Ex: “Can you please upload your most recent Chase Ink Statement into our shared google drive folder?” Might be nice to be able to add the link as well for them to the folder. Thoughts?
On Monday we added 5 clients to Digits, 4 of the 5 finished and were available in 24 hours, the 5th appeared to still be loaded at 48 hours and now 3-4 days later it says pending. Is this normal? Is there a way to get an estimate of when it will be available?
Hi everyone, I am new to Digits and I’m trying to figure out how it can help me. I am honestly just confused about what Digits is. I have connected 2 of my bookkeeping clients with QuickBooks Online and I am confused if Digits is supposed to automate the bookkeeping functions (transaction classification, etc.) or if it is mostly a reporting platform?
I received this message randomly while using the software, and I am wondering what I am supposed to do to fix it if anything, “We ran into an issue syncing with Quickbooks.Don’t worry, our engineering team is ready to help.CONTACT US”What is the next step I am supposed to take?
We were honored when the AICPA invited Digits to be part of its 10th-annual Digital CPA conference in Nashville.We wanted to take this opportunity to really show the accountants and finance professionals how much we appreciated them and enjoy building the next-generation of finance tools they use.I hope you can join us at one of our upcoming Digits Events!
Hey there! Wanted to share that due to the changes we’ve made to Digits, including Digits AI, we have created a new Client Welcome video that you may want to share with your clients. You can find the video here: As always, we are here and listening, so feedback or suggestions are welcome!
Hello everyone! We all know that there are simply too many passwords to remember these days, so we wanted to make your life just a little bit easier on Digits 👀We’ve gotten many requests for an easier login experience, and we’re thrilled to introduce magic links! Any user with an existing account will now be able to request a magic link to sign in. Here’s how it works:Head to https://my.digits.com/login to enter your email address and click “Sign in with Email” Click “Send Magic Link to Email” and head to your inbox Find the email and click “Sign In”. Ta-da! You’re in!If you prefer to use your password, you can still do so :) We’ll be using magic link technology to improve other features in the future as well. Stay tuned! Let us know if you have any questions, and enjoy the magic of Digits! 🪄
A few weeks ago, we sent everyone an email letting them know that we’d be introducing pricing tiers, and how that would affect each of you. If you missed that email, please check your inbox for a note from @Michael. As of today, you’ll see a new experience within your Digits account. Our pricing tiers are based on the number of clients you link. Your first five clients will be free forever – once you add additional clients, you’ll see a prompt to upgrade to our next tier. We put together an article explaining more about this process here. Leave a comment and let us know what questions you have, or schedule a call with us here. Thank you again for being on this journey with us and for supporting Digits. Don’t hesitate to reach out with any feedback - you know we’re all ears!Lily
Questions about Digits pricing are often top of mind when we chat with our amazing community. Our members are using Digits amazing tools to WOW their clients, but they can’t believe it is free to use! Over time, we’ve engaged with and learned from many of you in the community about your thoughts on pricing so that it’s sustainable to your firm and lets you grow your business. We are happy to share that as we continue to build, improve and expand Digits' offerings, we are introducing pricing to Digits. As mentioned, we want our pricing to truly unlock the growth of your firm on Digits. To that effect, we made the decision to allow for the first 5 clients on Digits to be free forever. Beginning Nov 30th, Digits is offering three additional paid plans. The details of these plans can be seen here. If you are an Admin in your Digits organization, you will see pricing details in your Accountant dashboard. As you take a look, if you have any questions not answered below, please ask us here!
Here at Digits, we relentlessly try to push the boundaries on building delightful tools for Accountants. In our process of digging deeper into the finance world and furthering our understanding, we've realized we'd like to know more about where the money movement actually happens.We would love if you could take a second to share some general information about if and how much accounts payable work you do for your clients.
Hello Auditors!We at Digits are extremely excited to have built and made available to you the world’s first living model. Allowing us to build groundbreaking tools for professionals in the finance field — including you!One of our first areas of focus has been to build out tooling that meets the needs of Auditors to solve your most frequent and time intensive tasks.These tools will help drive efficiency and time savings. All while still giving you the power you need to deep dive into the depths of a companies financials :-) Here are just a couple of the workflows we have unlocked with our next generation tools:Even with the thinnest of context like a transaction ID or a vendor to go off of, find the details to assess what is throwing off the numbers in no time with Digits Search. Find everything you need, down to the transaction level. Witness the speed here! With thousands of transactions, vendors and customers to comb through, keeping track of notes you find along the way is painful.
Hello Operators!We at Digits are extremely excited to have built and made available to you the world’s first living model. Allowing us to build groundbreaking tools for professionals in the finance field — including you!One of our first areas of focus has been to build out tooling that meets the needs of folks who operate businesses to solve your most frequent and time intensive tasks.These tools will help drive efficiency and time savings, allowing you to not only spend more time running your business but also do it with the confidence of fully understanding the finances as well! :-) Here are just a couple of the workflows we have unlocked with our next generation tools:Find out how much you spend every month without combing through all your bank accounts. See it all in once place in seconds with Digits Search. Feel the speed here! Updating investors and your team on the latest on the business has never been easier! Create and send beautiful, interactive monthly end reports in one-cli
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