Recently active topics

148 Topics

EFarrington
EFarringtonNew Decimal

Can the smart vendor icon appear next to the vendor suggestion in Boost?Implemented

Having the smart vendor icon and information would make it much easier for me to understand all of the vendors. Can you add more then just the vendor’s name?

4
Michael
1 day ago
S
shannonpNew Decimal

Report showing YTD split by monthsDiscussion ongoing

FEATURE REQUEST!!! In addition to the profit & loss for the last month, many of my clients like to see a report showing the year-to-date split by months. See below. This feature (and cash basis reporting) would definitely make me a dedicated Digits user. 

3
S
1 day ago
Greg
GregProduct
published in 🔒 Labs

Digits Boost: Now in Labslabs

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 No setup required. Seriously. (It automa

52329
Greg
1 day ago
EFarrington
EFarringtonNew Decimal

Improved search in Reports Builder sidebar?New

Can you make it clearer which items or components can be searched for when building new reports?

0
EFarrington
3 days ago
courtney
courtneyDigits Team
published in General

Digits lights up Digital CPA in Nashvillerecap

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!

30
courtney
3 days ago
JAM
JAMParticipating Frequently

Digits Boost - Category SuggestionsDiscussion ongoing

Hey - so in the same way that Digits Boost can create a new Vendor, is it possible to add the functionality  so that a new category can be created. There is added complexity in that the user would need to be able to define the category properties but this would be mega helpful for both new client clean-ups as well as possibly changing Chart of Accounts reporting structures at the beginning of a fiscal year.

4
Greg
3 days ago
JAM
JAMParticipating Frequently

Reach out to Digits SupportImplemented

There should be a way to reach support with questions when using Digits - might be me but I can’t see a support / log a request option anywhere 

10
Michael
4 days ago
ksalem03
ksalem03New Decimal

Equity TableNew

Possible to translate the inputs of QBs balance sheet into a standard equity table? Might be difficult as QB would show $ amounts, but maybe it could start a template where owners could key in stock counts, potentially prepopulated with other attributes from QB. Thinking out loud 

2
ksalem03
5 days ago
Helix Point
Helix PointNew Decimal

Industry Standard Reporting ToolNew

Having the tool to make industry analysis to judge how well the clients are meeting the standard. Taking the NAICS to break down industries. This could be broken down by revenue number to get a more accurate picture. 

2
Helix Point
5 days ago
kevinalvarezfung
kevinalvarezfungNew Decimal

Making it easy to track my crypto balancesNew

Hey! I’m currently managing crypto, would love to manage crypto balances on digits. 

2
kevinalvarezfung
5 days ago
Helix Point
Helix PointNew Decimal

Cash Flow Predictor/PlannerNew

As we all know, Cash is king. If there was a way to predict/plan cash flow based on previous months data and current AR/AP balances. This data will help the advisory portion of accounting and future problem that might happen.

1
courtney
5 days ago
S
shannonpNew Decimal

Cash Basis ReportingNew

98% of my clients are on cash basis. I would LOVE the capability of toggling between cash and accrual. Please add this feature ASAP!

1
courtney
5 days ago
T
TylerOttoNew Decimal

Budget Vs Actuals (supporting class/location/etc)New

Please allow for Budget Vs actuals comparison against every field that is “budgetable” in QBO

1
courtney
5 days ago
T
TylerOttoNew Decimal

Class/Location ReportingNew

Be able to review reports by class, location, or any other slice

1
courtney
5 days ago
Liveoakbk
LiveoakbkParticipating Frequently
asked in General

VPN's

I use Nord VPN for work and when I go to Digits.com it tells me that the server is unavailable. I have to go disconnect Nord for 5 minutes and then sign into digits.com, then I can reconnect and everything works. Is there a way to stop this annoying work around?

7
courtney
5 days ago
Greg
GregProduct

Digits Boost: Now in Labslabs

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

150
Greg
5 days ago
Michael
MichaelDigits Team

Refresh reports from QBOImplemented

After updating QBO, sometimes I see a refresh button on a Digits report. Is there a way that you could indicate when there are no pending updates from QBO and that Digits is fully up-to-date?

2
Wayne Chang
5 days ago
Michael
MichaelDigits Team

Allow me to share entire categories with other people within my companyImplemented

It would be great if I could share my marketing expenses to my CFO and my software expenses to my CTO without them seeing each others expenses. Can you make possible?

2
Wayne Chang
5 days ago
Michael
MichaelDigits Team

More flexible report sizingImplemented

For some clients, reports need to be longer then one page due to the amount of insights shared with them. Can you prevent pages from being separated out and instead let the reports grow in size?

2
Wayne Chang
5 days ago
Michael
MichaelDigits Team

Update ordering on Digits ReportsImplemented

Can you please fix the ordering of Digits Reports? The bank account line item should be first on the balance sheet.

2
Wayne Chang
5 days ago
Wayne Chang
Wayne ChangCo-founder
published in Engineering

Digits joins the Financial Data Exchange (FDX) to strengthen secure data accessalliance

At Digits, we have been strong and ongoing proponents of modern, secure connections between financial institutions. As part of our mission to give businesses real-time visibility into their finances, we believe in the need for common, open, interoperable standards for businesses to seamlessly transmit financial data. Today, we’re excited to share that Digits has joined the Financial Data Exchange (FDX) as a full member of its consortium.Enhancing the Security of Financial StandardsFor many years, the lack of a secure communication standard between financial institutions has led to one-off data sharing arrangements, proprietary, incompatible APIs, and a veritable cottage-industry of “screen scraping” approaches — which have significant downsides in implementation cost, reliability, and of course data security. This has led to the formation of FDX, the leading nonprofit consortium that’s unifying the North American financial sector around a single, secure communication standard.Drawing f

40
Wayne Chang
6 days ago
Wayne Chang
Wayne ChangCo-founder

Add Read Receipt after sending Digits ReportsImplemented

Add Read Receipt after sending Digits Reports

2
Wayne Chang
7 days ago
Rob Hamilton
Rob HamiltonDigits Team
published in General

[05.22 — Alliance Update] Welcoming Bean Accountants, Shout Outs, Now $1 Trillion+Alliance Update

 Growing the Alliance -- Welcome, Bean AccountantsIt's well-known that the accounting industry and its technology and tools have been largely unchanged in decades. This lack of stimulus is what inspired Digits to develop the Living Model technology to power a new class of finance tools. There is a hunger in the industry for more powerful tools.We’re excited to welcome Bean Accountants to the Alliance as one of those firms now. Bean Accountants is partnering with Digits to gain access to our suite of groundbreaking tools. They will also be joining our Labs program to help shape the future tools. In a sector where tech-enablement and modern tools aren't always embraced with open arms, Bean is empowering accounting firms by streamlining how CPAs and Accountants connect with companies seeking project-based contracting.  Bean will deploy Digits Search, Digits Reports, and Digits Reports Builder along with our other tools in Labs to their teams in the field.Shout OutsThank you to the firms w

19612
anurag_baddam
8 days ago
edsolovey
edsoloveyDigits Team
published in Engineering

Efficient Serving of Static Views with Google Cloud Spannerliving model

 At Digits, we strive to push the bounds of technology in order to deliver radically more useful, delightful software experiences for our customers. We’re excited to begin sharing a closer look at the technical foundations that underpin our products in a new series of blog posts called Building Digits. Without further ado…Let’s talk about viewing complex data. One of our primary goals at Digits is to provide business owners with insightful and holistic views of their company’s finances, in substantially real-time. Achieving this involves three major, independent steps: We collect all of their relevant data from various sources, such as their QuickBooks, the financial institutions they bank with, their corporate credit card providers, etc. We apply our algorithms and proprietary datasets to extend, interpret, and tease out meaning from all of their data. We consolidate and aggregate the results into a holistic view that we then visualize for them on their dashboard.FactsWe refer to the

90
edsolovey
8 days ago
Rob Hamilton
Rob HamiltonDigits Team
published in The Revolutionary Living Model

Keeping your Living Model healthy

Just like we need to keep our bodies healthy by exercising and eating right, the Living Model in Digits has multiple inputs that keep it in a healthy state as well. Making sure your companies or clients Living Model is staying healthy is integral to driving the most value for your and your clients business.  Health Inputs to the Living ModelConnect your QBO - This is completed when you first set up your account or add a client in the accounting portal. Through this ledger connection, Digits has the full history of a business and the context to derive the most value for your business.  Connect your credit cards and banks - See the power of real-time finance through the Living Model driving predictions on your spend as it happens. Add your accountant or finance manager - With your finance team also in Digits, collaboration and making edits to the ledger keep the Living Model as up to date in real-time as possible.Repairing the Living ModelQBO is unlinked - If your data is stale and not u

50
Rob Hamilton
9 days ago

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