Strategic Finance

Share category, vendor or customer spend with the budget or relationship owner

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Ever find yourself needing to keep a budget owner up to date on their spend but the effort to download their specific P&L and keep it up to date regularly takes hours? We hear you and are here for you! With Digits Search we allow you to keep them up to date in seconds not hours!



  1. Open Digits Search
  2. Find the category, vendor or customer you would like to share
  3. Click on the green “Share” button in the top right
  4. Type in the email of the person you would like to share with. 
  5. They will receive an email and be linked to a shared with me page that will ONLY include what you have shared with them and nothing more

Common Question - Will this person be able to see any more of the finances beyond what I shared?

Answer - No, they will only see the details of what you shared with them and nothing more

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