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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 No setup required. Seriously. (It automa
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
This idea is a little craaaaazy…but it is solely based on feed back I’ve been receiving for my clients. Could there be color template options that I could choose for my clients? My software client LOVES the look and feel of this product, but my digital marketer said to me, “I don’t really like the feel of this. I feel like I’m shooting through space.” She’s too distracted by the “look” to dig the actual product. If I could filter the look to a softer color, I know she’d love it. I know that’s a big request, but I’m hearing this feedback from my clients and other bookkeepers.
Digits Reports Builder: Send prior month's reports to Clients Portal without notifications being sentImplemented
I would love the capability to add prior months financial reports to the clients portal without having to send them an email for each one. I am just now doing a video for each client to help them understand how to read their Digits financials and it would be great to already have all of this years monthly financials in their portal when they first log in.
Digits Reports Builder: 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.
Digits Reports Builder: Custom ReportsDiscussion ongoing
I own a bookkeeping firm with 70+ clients. Part of our “normal” package of monthly reports, in addition to the reports currently offered in Digits are:Year to Date P&L (with %)Year to Date P&L by Month12 Month Rolling P&LYear to Date year over year P&L Is there going to be a way to get these reports in the future? If not, Digits is a “cool” thing, but not helpful in our business.
Digits Boost: Uncategorized 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.
Hello, Is there a way to give an employee Admin access and then select which companies I do not want her to have access to? It appears in order for her to share links and send emails to clients, she does not have that capability as account manager. But if I give her full admin access, then she can see my personal business financials which I do not want her to have. Thank you,
Digits Search: Search filter bugImplemented
Is there a way to set a timeframe on the search parameters and get a total of those transactions? For ‘Category’ I see a total for the last 12 months, but the ‘transactions’ underneath…. I see “all time” with what looks like a calendar, but it won’t let me click on it to change the time frame.
My clients are very creative and visual, so they have a hard time digesting rows of numbers. I love that you can hover over a report line to see a trend line, but I’d love a way to display charts/graphs of data directly on the report. This would help me hold their interest during discussions and their printed reports would be more engaging as well!
I know this is down the road a bit, but I figured I should post this here anyway. A large pain point is dealing with all the apps out there that “help” with cryptocurrency accounting. This is actually a very large “time suck” for the bookkeepers dealing with cryptocurrency items. Some pain points:Cost Basis of the different digital assets Recording Liquidity pool entries and draws and the gains from it NFT purchases and selling Taxable events vs non-taxable events FIFO, LIFO, or HIFO options “Address book” of the different wallet address Visibly see the movement.
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