- - Support
Product Updates
Product Ideas
Labs

Home
Community
The Community

The Community

Be a part of the next generation of finance tools.

51 Topics

Recently active

Most replies Most views Newest first

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.

4 months 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

6 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?

6 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.

6 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,

6 months ago

sarahbrookeAdvisory Board

asked in General

Removing Clients

How do you remove clients from your Dashboard?

7 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?

7 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?

7 months ago

alisonevansNew Decimal

asked in General

Using Digits

I cant see where to even start anything?

7 months ago

ALS22Advisory Board

asked in General

Access To Labs

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

8 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?

8 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!

8 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?

8 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

31712

8 months ago

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

680

8 months ago

BrianDigits Team

published in Engineering

Architecting Digits Search: Real-time Transaction Indexing With BleveDigits Search

We launched Digits Search, which brings fast, beautiful, full-depth search to business financial data. We’ve received a ton of great customer feedback, but one question just keeps coming up…How did you build this!?Well, let’s break down how Digits Search puts your finances at your fingertips.Digits ArchitectureFirst, some quick background on Digits:Digits links with your business’ accounting software and your financial institutions to build, and continually maintain, a living model of your business with the most up-to-date data. Once linked, we ingest all of that financial data in raw form, a collection that we call “facts”. We then use machine learning and data processing to normalize all of that overlapping, unstructured data. We perform a significant number of calculations to fill holes in the picture, such as predicting how your latest transactions will be categorized, detecting and predicting recurring activity, etc.The end result of all this work is a “view”, which is then effici

1200

8 months ago

hannesDigits Team

published in Engineering

Training and Deploying State of the Art Transformer Models at Digitsliving model

Understanding banking transactions as they happen, in real-time, is core to our mission with Digits Search. You can’t answer important finance questions with bad data.Transaction descriptions contain valuable information which helps us understand and communicate our customers’ business activity. The information we extract is then indexed and made available via Digits Search, and presented in a far more human-readable and intuitive manner than they would get from reviewing their raw bank or credit card statements.Here we wanted to share a peek behind the curtains on how we extract transaction information with Natural Language Processing (NLP) at Digits. You’ll learn how we apply state-of-the-art Transformer models to this problem and how we go from an ML model idea all the way to a production integration with our Digits Search product.Our PlanInformation can be extracted from unstructured text through a process called Named Entity Recognition (NER). This NLP concept has been around for

660

8 months ago

ShellyAdvisory Board

asked in General

Error in Summary of Executive Report

I am having issues with typing a summary in the Executive Report.When I hit enter to create a line in between paragraphs it does not work. I do not see the signature of my company name as I did in one of my other clients reports I get an Error 37927Please help.cc: @courtney

8 months ago

Wayne ChangCo-founder

published in General

I'm an Operator of a Business, How do I....?operators

Hello Operators!We at Digits are extremely excited to have built and made available to you the world’s first living model. Allowing us to build groundbreaking tools for professionals in the finance field — including you!One of our first areas of focus has been to build out tooling that meets the needs of folks who operate businesses to solve your most frequent and time intensive tasks.These tools will help drive efficiency and time savings, allowing you to not only spend more time running your business but also do it with the confidence of fully understanding the finances as well! :-) Here are just a couple of the workflows we have unlocked with our next generation tools:Find out how much you spend every month without combing through all your bank accounts. See it all in once place in seconds with Digits Search. Feel the speed here! Updating investors and your team on the latest on the business has never been easier! Create and send beautiful, interactive monthly end reports in one-cli

850

8 months ago

Wayne ChangCo-founder

published in General

I'm an Accountant focused on Audit, How do I....?auditors

Hello Auditors!We at Digits are extremely excited to have built and made available to you the world’s first living model. Allowing us to build groundbreaking tools for professionals in the finance field — including you!One of our first areas of focus has been to build out tooling that meets the needs of Auditors to solve your most frequent and time intensive tasks.These tools will help drive efficiency and time savings. All while still giving you the power you need to deep dive into the depths of a companies financials :-) Here are just a couple of the workflows we have unlocked with our next generation tools:Even with the thinnest of context like a transaction ID or a vendor to go off of, find the details to assess what is throwing off the numbers in no time with Digits Search. Find everything you need, down to the transaction level. Witness the speed here! With thousands of transactions, vendors and customers to comb through, keeping track of notes you find along the way is painful.

350

8 months ago

Page 2 / 3

Badge winners

Jenniehas earned the badge Powered by Digits
GarrettRhas earned the badge Powered by Digits
Rachel Siegelhas earned the badge Powered by Digits
Regina Trillohas earned the badge Advisory Board Member
Regina Trillohas earned the badge Powered by Digits

Show all badges

Terms & Conditions Cookie settings

Sign up

Already have an account? Login

Join us on our mission to build the tools of tomorrow.

Digits Community

Join us on our mission to build the tools of tomorrow.

Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.

Username or e-mail

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.