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11 Topics

Rob Hamilton
Rob HamiltonDigits Team
published in Customizing Digits Reports

Create a robust executive summary with clear variance drivers within minutesTutorial

As much as everyone wants to do more advisory work for their clients, at the end of the day, it just takes a ton of time to do well. The analysis can take hours for just a single client and then organizing that analysis into a narrative for the client to find value adds on even more time.  Luckily, with Digits Reports, we do most of the analysis work for you and then allow you to quickly construct an executive summary in your own language that the client can easily grasp and pull value from.    1. Based on what the client cares about seeing I begin to construct the executive summary to support it 2. Head to each line item that the client cares about and look at the insight in the hover over.3. If the movement highlighted is relevant, click the "Add to executive summary" button 4. From there, if you want to find more interesting things to note for a category, click on the options button in the left side 5. Choose any one of the options (MoM, YoY, % of income, % of total, ect.) and use t

111
K Krueger
Advisory Board
16 hours ago
Andrew
AndrewProduct
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

115635
Michael
16 hours ago
K
kolsonNew Decimal

Platform: Delete a client from your firm's listNew

It would be great if you could please add a button to remove a a client from your firm when they disengage just like you can to add a new client.Clients come and go often so it is alot of extra work to have to email supprt to remove one.   Thanks!

4
Michael
8 days ago
J
JR GarciaNew Decimal
asked in General

Profit and Loss monthly report

Hello--how do I get a YTD report for say July 2022 but total by month? I want to see each month on the report. Thank you.

1
Lily
14 days ago
K Krueger
Advisory Board
K KruegerAdvisory Board

platformsNew

does Digits integrate with Freshbooks? I have a potential client who is on Freshbooks and I would really love to offer Digits reports.  

3
Michael
15 days ago
courtney
courtneyBrainy
published in Customizing Digits Reports

Customization options for Profit & Loss ReportTutorial

Ready to customize your P&L but not sure exactly where to start or what options are available to you!? Well you have found the right place! Digits Reports makes it super easy to add customizations, statistics and formatting to your report that would normally take a ton of time!   Show Trendline - Bring in the historical numbers in a visually easy to understand way. Allowing you to really quickly find anomalous behavior in the past.  If you toggle on the trendline, you will see a bar graph that appears on the P&L section of the report to the left of the totals. You have the option to choose multiple time frames: Last 12 months Last 6 months Last 3 months Show Percentage of Income - This will add an additional column showing your percentage of income for each category.  Show Percentage Total - This will add an additional column showing your percentage total for each category.  Show Deltas - You can choose to show Month over Month or Year over Year. Both options allow MoM

284
K Krueger
Advisory Board
15 days ago
E
Elleanor FarringtonNew Decimal

Please add CAD currency supportNew

I have a few clients based out of Canada, Montreal and Toronto, whose businesses are currently only using Canadian Dollars. I can’t add their books to Digits, please add CAD support. 

0
E
15 days ago
J
Jeff RudnerNew Decimal
asked in General

Pricing

What is the pricing to be able to run my clients’ financials in Digits and issue reports to them regularly?

1
Michael
20 days ago
Rob Hamilton
Rob HamiltonDigits Team
published in General

How is Digits different than Quickbooks?

A better question would be, how do we enhance QuickBooks vs. how are we different. I say that because Digits is built on top of and is intended to be used alongside of QBO to enhance your capabilities and make your experience cleaner to drive additional time savings to your every day.  We do this through our Living Model which is what we have built to enable time saving and efficiency gaining apps. Built on top of your ledger, the Living Model is an A.I.-enhanced technology that perpetually runs millions of calculations, monitoring every business transaction. With every single change to your business, the Living Model is instantaneously updated and refreshed. It’s this underlying technology that powers our suite of never-before-built, game-changing finance tools.  The Living Model technology unlocks tremendous capabilities in business finance. We’re on a mission to build the tools never before possible that solve the biggest pain points. These tools should each be something that’s both

652
Michael
21 days ago
Ana Cruz
Ana CruzNew Decimal
asked in General

Reports

I noticed that my august report says Draft not published like my July report.  I’m not sure what I did for the previous month to move to published instead of draft. Thanks

4
Rob Hamilton
22 days ago
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Advisory Board
contractorskeeperllcAdvisory Board

Digits Reports Builder: Collapse optionImplemented

Is there a way to collapse the rows in the reports? For example, I organize my COAs with parent accounts and child accounts. This allows me to have detail when needed in QuickBooks but also view easy-to-read reports. It would be nice to have that same option in Digits reports. 

11
Michael
26 days ago

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