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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

16 hours ago

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.

14 days ago

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?

20 days ago

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

22 days ago

sanjeetdasDigits Team

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

301752

1 month ago

dgoodcfoAdvisory Board

asked in General

Revenue vs Below the Line Other Revenue

Most companies show Revenue accounts above the line or Operating part of the business. I think those are what should be captured for your Sales Analysis. However, below the line there are other Income Line Items which are not really part of operations. These are also being included in your sales section. I think they should be excluded because they cloud the revenue analysis.

1 month ago

ellenflowersAdvisory Board

asked in General

Reports templating

Is there a way to memorize a report so you don’t have to go in and customize it each time you run it? if things change in QBO after report has been created does it update the report or do we need to rerun it?Thank you,Ellen

2 months ago

AndrewProduct

published in 🔒 Labs

Digits Reports Builder: Now in Labslabs

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

48626

2 months ago

bfausett21New Decimal

asked in General

TSBooksNew Decimal

asked in General

Client Portal?

Is there a way to see what your client sees when you send them a report?Also where are they sent? Can that tie back to my website?

3 months ago

ShellyAdvisory Board

asked in General

Balance Sheet not Displaying Correctly

Xiid Corp - the Equity section of the balance sheet is not displaying correctly. The Account numbers are not listing as they should. Please fix and also remove accounts that have a zero balance.

3 months ago

rynaecalderAdvisory Board

asked in General

Account manager versus admin access

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,

3 months ago

sarahbrookeAdvisory Board

asked in General

Removing Clients

How do you remove clients from your Dashboard?

3 months ago

RuthScottSolutionsNew Decimal

asked in General

Customer Receivables Categories not working.

The Under Customer Transactions and Receivables, the totals at the top are correct but the Categories are picking up all sales not just for that customer. Any ideas?

3 months ago

RbpinneyAdvisory Board

asked in General

Does my email for registering to Digits need to be same as Quickbooks email?

Does the email i use for digits need to be the same as my QuickBooks email?

3 months ago

alisonevansNew Decimal

asked in General

Using Digits

I cant see where to even start anything?

4 months ago

ALS22Advisory Board

asked in General

Access To Labs

I requested access to Labs so that can test the Digits Boost. Please assist.

4 months ago

MarlaNew Decimal

asked in General

Administrative Assistant

I work for an accounting firm that uses QBO. We are interested in using Digits as an app with some of our QBO clients, but we can’t seem to locate your app when we are in QBO. Do you work with QBO?

4 months ago

courtneyBrainy

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!

4 months ago

LiveoakbkAdvisory Board

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?

4 months ago

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

29312

4 months ago

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