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140 Topics
R
Advisory Board
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
courtney
2 years ago
S
Advisory Board
sarahbrookeAdvisory Board
asked in General
Removing Clients

How do you remove clients from your Dashboard? 

1
courtney
2 years ago
RuthScottSolutions
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?

2
courtney
2 years ago
R
Advisory Board
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?

1
M
2 years ago
alisonevans
alisonevansNew Decimal
asked in General
Using Digits

I cant see where to even start anything?

1
courtney
2 years ago
ALS22
Advisory Board
ALS22Advisory Board
asked in General
Access To Labs

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

3
ALS22
Advisory Board
2 years ago
M
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?

1
M
2 years ago
courtney
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!

90
courtney
2 years ago
Liveoakbk
Advisory Board
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?

7
courtney
2 years 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

38412
anurag_baddam
2 years 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

2100
edsolovey
2 years ago
Brian
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

5110
Brian
2 years ago
hannes
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

1810
hannes
2 years ago
Wayne Chang
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

1080
Wayne Chang
2 years ago
Wayne Chang
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. 

470
Wayne Chang
2 years ago

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