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Digits Boost: Now in Labs

Digits Boost: Now in Labs
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I’m excited to share a new tool we’ve been building –  Digits Boost!

Digits Boost is an amazing new tool that will suggest actions to take on behalf of your clients’ ledgers.

Anytime a Boost is available, 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 Boost!

Make sure data stays aligned, any suggestion you accept will be pushed to QBO automatically, no need to switch apps.

 

Getting access to Digits Boost

(Labs-access required - request access here)

 

Setting up Boost

  1. No setup required. Seriously.
    (It automatically did it - already saving you time!)


     

Launching Boost

  1. Log into Digits
  2. In top-left drop-down, click “Boost
  3. View the suggestions for each client

To push to QBO, click “Fix”.
 

 

Feedback matters in Labs:
Please post any issues, bugs, improvements or suggestions.
 

Excited to keep building this product with you, together.
–Sanjeet

PS: If you don’t see this on your dashboard, comment below and we’ll get you activated.


51 replies

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@JessicaF Stay tuned! We have a new feature coming out very soon that will allow you to filter out specific boost suggestions.

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