Ever find yourself needing the details on a specific transaction? They come up all the time and with little to no context it is a huge pain to find the details. There are a million questions that come up across your business and Digits helps answer all of them in a fraction of the time.
Digits does the work for you. It will automatically reconcile different sources of data and pull information out, combine it with proprietary databases, and provide a rich view of each transaction.
Origin of Transaction - Financial institution transaction information:
- The financial institution's logo
- The financial institution's name
- The account name
- Last four digits of the account number
- Date of the transaction
- Raw transaction text
- The transaction value
Where it landed in the ledger - Ledger entry information:
- The date of the entry
- If it has a vendor associated, the name of that vendor
- The category of this entry is filed under
- The raw transaction text
- The amount on either debit or credit
- The category the other side is filed under
- The raw transaction text
- The amount on either debit or credit
Vendor Details
- The vendor's logo
- The vendor's name
- The vendor's description
- The vendor's social and contact information
- The vendor's category
Category information
- How this transaction is categorized on the chart of accountants
Owner
- The name of the person that's in charge of this transaction