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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
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
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
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
It has turned into fall in Rhode Island (where I live)! For myself and my family, we quickly adopt fall's wonderful assortment of delicious drinks. Our favorite fall drinks are hot chocolate for my 8 yr old, Pumpkin Chai for my wife, and a Brick Wall (Apple cider syrup, bourbon, and a splash of ginger ale) for me.What is your favorite fall drink?
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
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,
We’re thrilled to have you here! The Digits community is a collective of accountants, bookkeepers, and business owners, as well as your trusty Digits team. Our community is SO important to us because our customers shape everything we do. Your feedback, ideas, input, and unique business needs influence every step of the Digits journey. Really!Take a moment to introduce yourself and let us know where you’re from, what you do, and what your current personal and/or business goals are. We’d love to support you and your business to help you expand and succeed! Once you’ve introduced yourself, take a moment to explore all that our community has to offer. We recommend starting with our Knowledge Base to learn more or our Product Ideas page, where you can see what features have been requested & are being built. If you need anything at all, just let us know. We can’t wait to get to know you!
Has anyone else run into inaccuracies in the executive summary? For example, for one of my clients, it says they had a $1900 decrease in spend with one of their vendors in Q2, but that’s not even possible when total spend on this vendor all year has only been $1200. I removed it from the executive summary but of course, that still pops up when they hover over that area in the Income Statement.
Hello everyone! Digits is working on some features that will not only improve your experience but also WOW your clients. We’re looking to get some Labs calls scheduled with you and one of your clients. We specifically want to get their feedback on client-facing features, and also better understand the workflow that you share on a regular basis. We know that client relationships are paramount so we wanted to make sure we reached out to you first to coordinate any calls in tandem.Please leave a comment if you’re open to scheduling a call with one of your clients, and we’ll reach out with next steps!
Hello everyone! We’ve just launched an updated design to your portal experience to make it even easier to navigate, focus on the client at hand, and invite colleagues to Digits.To start, we’ve introduced a collapsable sidebar on the left hand side of your screen. This will be where you can see notifications, an activity feed, contact community, view your ‘Shared with me’ page, and sign out. We’ve also removed the permanent sidebar that housed all of your different clients, and replaced it with a dropdown menu at the top left of your portal. This will allow you to stay focused on one client at a time without getting overwhelmed or distracted. Within this dropdown, you’ll also see a badge with a number of work items to address for each client, so you know which accounts need your attention. This is where you’ll be able to add a new client as well. Finally, we’ve made it easier to see how many colleagues are linked to each of your clients and included a link to the settings page where you
The Digits team had a wonderful time at last week’s Women Who Count conference in Chicago! It was inspiring to meet so many brilliant women, and we had so much fun handing out our signature green nail polish and sharing how Digits can help supercharge your business and WOW your clients. We were honored to partner with AFWA to host a special reception for the Chapter Achievement Award winners which included endless cocktails, gourmet bites and beats provided by DJ Liz Ladoux.Digits will be hosting events like this for any chapter of AWFA that is interested! You can learn more about our partnership here. Here are a few snapshots from the conference & reception!
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