Just like we need to keep our bodies healthy by exercising and eating right, the Living Model in Digits has multiple inputs that keep it in a healthy state as well. Making sure your companies or clients Living Model is staying healthy is integral to driving the most value for your and your clients business.Â
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Health Inputs to the Living Model
- Connect your QBO - This is completed when you first set up your account or add a client in the accounting portal. Through this ledger connection, Digits has the full history of a business and the context to derive the most value for your business.Â
- Connect your credit cards and banks - See the power of real-time finance through the Living Model driving predictions on your spend as it happens.
- Add your accountant or finance manager - With your finance team also in Digits, collaboration and making edits to the ledger keep the Living Model as up to date in real-time as possible.
Repairing the Living Model
- QBO is unlinked - If your data is stale and not updating, head to the integrations page and validate your QBO connection. If disconnected, relink directly from here.
- Credit card or bank is unlinked - If your real-time data is to pulling, head to the integrations page and validate your credit card and bank connections. If disconnected, relink directly from here.
- Have not connected accountant - You should see a toast at the bottom of your springboard that will allow you to include them easily.Â
- Vendor showing up as a person - Please post a message on the Community forum. More details on how to do this can be found here.Â
- Vendor not recognized - Please post a message on the Community forum. More details on how to do this can be found here.Â