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Digits R&D, where the next generation of tools are being developed

  • 4 Topics
  • 126 Replies
4 Topics
Andrew
AndrewInspiring
published in 🔒 Labs
Digits Advisory Tools: Now in LabsLabs

I’m excited to share a set of new tools we’ve been building: Digits Advisory Tools!Digits Advisory ToolsDigits Burn and Digits Sales, the first two tools in our Advisory Tools, kicks off our goal with these tools to make you the ultimate advisor.Wow and dazzle your clients with incredible visibility and insight -- at a moment’s notice.Built on top of our powerful Living Model, our team took a massive leap forward using machine learning and AI to give you the power of an entire team of analysts. Individually - for every single one of your clients!No setup required. Just click on the icons on your dashboard and it’ll just work, fully preconfigured for each of your clients.Incredible advantageNow you won’t need to spend hours pouring over financials to do analysis to find the perfect nuggets for your client. Let your competitors do that time consuming work. Meanwhile, you and your team will be deep diving into clients with speed and ease to drive real value to your clients. Now, a bit mor

296245
J
8 months ago
sanjeetdas
sanjeetdasDigits Team
published in 🔒 Labs
Quality Check: Now in Labslabs

Please note that “Digits Boost” has been renamed to “Quality Control”.I’m excited to share a new tool we’ve been building –  Quality Control!Quality Control is an amazing new tool that will suggest actions to take on behalf of your clients’ ledgers.Anytime a review is needed, you’ll be notified. For example:Category Suggestions Digits looks at each transaction and alerts you if we notice that it is categorized with a different category compared to similar transactions Vendor Suggestions If we spot a vendor that we think can be cleaned up or modified we’ll alert you. Personally Identifiable Information Suggestions If we notice credit card information or social security numbers in transaction descriptions, we can clean it up and remove it  By popular demand, Quickbooks Push now supported with Quality Control!Make sure data stays aligned, any suggestion you accept will be pushed to QBO automatically, no need to switch apps. Getting access to Quality Control(Labs-access required -

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Rob Hamilton
2 years ago
A
Anonymous
posted in 🔒 Labs
Labs Call: Wow Your Clients

Hello everyone! Digits is working on some features that will not only improve your experience but also WOW your clients. We’re looking to get some Labs calls scheduled with you and one of your clients. We specifically want to get their feedback on client-facing features, and also better understand the workflow that you share on a regular basis. We know that client relationships are paramount so we wanted to make sure we reached out to you first to coordinate any calls in tandem.Please leave a comment if you’re open to scheduling a call with one of your clients, and we’ll reach out with next steps! 

662
Beazy
1 year ago
Andrew
AndrewInspiring
published in 🔒 Labs
Digits Reports Builder: Now in Labs

Creating financial reports usually takes hours. You have to gather all the information, then organize it, then analyze, and then finally create the charts and build the report your clients want.Starting today, all that changes.Introducing Digits Reports Builder.Our mission with Digits Reports Builder is to save you time building the best reports for you and your clients. Why start with a blank sheet when Digits Reports Builder can help pre-populate for the report -- with real-data and analysis -- for you. Cut the time it takes to build reports from hours to minutes.  All of the intelligence.None of the work. No analysis needed. See an insight worth highlighting? Just click to add your executive summary.   Just Drag. Drop. Done. Digits does the work for you. Decide what matters and add it to your report with just a click. Tell the best business story without breaking a sweat.   Find the needle inevery haystack. Save hours a day calculating and

66427
M
1 year ago

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