The Firm of the Future
is powered by Digits.
Reporting
$99/mo
Try it FREE with your first 5 clients
- Up to 20 Clients
- Unlimited Users
- Custom Branded Client Portal
- Custom Branded Reports
- Teams & Permissions
- Email Support
Advisory
$199/mo
Everything in Reporting, plus…
- Up to 50 Clients
- 24/7 AI Assistant
- Expense & Income Advisory Tools
- Custom Finance Dashboards
- Priority Support
AI Bank Feed
$Coming Soon/client
Everything in Advisory, plus…
- Unlimited Bank & Card Integrations
- Unlimited AR, AP, & Payroll Integrations
- 24/7 AI Bank Feed
- Transaction Review & Quality Check
More than 50 clients? Special requests?
Contact usFeatures accountants trust
Intuitive Reports
Build interactive, visual reports for your clients in seconds with drag & drop charts, AI-powered executive summaries, and custom branding.
Branded Client Portal
Forget email. Share securely via Digits' customizable, branded portals that let your clients log in with just a click—no password required.
24/7 AI Advisor
Empower your clients with always-on assistance. Digits AI understands their books and responds in seconds with explanations, charts, and analysis.
Client Advisory Tools
Zero-in on what matters to each client with advanced revenue and expense analysis, while AI-generated insights surface key trends and anomalies.
Smart Search
Find the needle in the haystack with sub-second search across your clients’ entire financial history.
Live Collaboration
Built-in commenting and one-click sharing strengthen client relationships and eliminate back-and-forth confusion.
-
Intuitive Reports
Build interactive, visual reports for your clients in seconds with drag & drop charts, AI-powered executive summaries, and custom branding.
-
Branded Client Portal
Forget email. Share securely via Digits' customizable, branded portals that let your clients log in with just a click—no password required.
-
24/7 AI Advisor
Empower your clients with always-on assistance. Digits AI understands their books and responds in seconds with explanations, charts, and analysis.
-
Client Advisory Tools
Zero-in on what matters to each client with advanced revenue and expense analysis, while AI-generated insights surface key trends and anomalies.
-
Smart Search
Find the needle in the haystack with sub-second search across your clients’ entire financial history.
-
Live Collaboration
Built-in commenting and one-click sharing strengthen client relationships and eliminate back-and-forth confusion.
Complete feature list
Reporting |
Advisory |
AI Bank Feed |
|
---|---|---|---|
Usage |
|||
Number of Clients |
Up to 20 | up to 50 | 50+ |
Number of Team Members |
Unlimited | Unlimited | Unlimited |
Number of Client Users |
Unlimited | Unlimited | Unlimited |
Ledger Sync |
Live | Live | Live |
Number of Generated Reports |
Unlimited | Unlimited | Unlimited |
Digits Search |
|||
Vendor Sync |
|||
Full Account Searchability |
|||
Commenting |
Unlimited | Unlimited | Unlimited |
Time Range |
Infinite | Infinite | Infinite |
Multi-Source Search |
|||
Live Share |
|||
Ledger Source Direct Link |
|||
Recurrence Detection |
|||
Suggested Searches |
|||
Search Results |
Live | Live | Live |
Substring Search |
|||
Auto-Generated Insights |
|||
Digits Reports |
|||
Number of Custom Branded Reports |
Unlimited | Unlimited | Unlimited |
Hover to Discover |
|||
Visualizations |
|||
Executive Summaries |
Automated | Automated | Automated |
Deep Insights |
Automated | Automated | Automated |
Variance Heatmapping |
|||
Collapsible Parent Categories |
|||
Commenting |
Unlimited | Unlimited | Unlimited |
Print to PDF |
|||
Sharing |
Unlimited | Unlimited | Unlimited |
Report Access Control |
|||
Top Customer and Vendor Stats |
|||
Report Builder |
|||
Number of Custom Branded Reports |
Unlimited | Unlimited | Unlimited |
Custom Report Covers |
Unlimited | Unlimited | Unlimited |
Hover to Discover |
|||
Drag and Drop Charts |
|||
Executive Summaries |
Automated | Automated | Automated |
Auto-Generated Insights |
|||
Quick-Toggles |
|||
Number of Report Templates |
Unlimited | Unlimited | Unlimited |
Commenting |
Unlimited | Unlimited | Unlimited |
Print to PDF |
|||
URL Linking |
|||
Collapsible Parent Categories |
|||
Top Customer and Vendor Stats |
|||
Report Access Control |
|||
Report Read Receipts |
|||
Advisory Tools |
|||
Auto-Generated Insights |
|||
Top Customer and Vendor Stats |
|||
Vendor Sync |
|||
Live Share |
|||
Category Analysis |
|||
Expense Transaction Feed |
|||
Digits Platform |
|||
Custom Branded Reports |
|||
Custom Branded Client Portal |
|||
Drag and Drop Charts |
|||
Executive Summaries |
Automated | Automated | Automated |
Number of Report Templates |
Unlimited | Unlimited | Unlimited |
Digits Living Model |
|||
9000+ Financial Institutions Supported |
|||
Vendor Sync |
|||
Hover to Discover |
|||
Auto-Generated Insights |
|||
Top Lists |
|||
Collaboration |
|||
Commenting |
Unlimited | Unlimited | Unlimited |
Print to PDF |
|||
Live Share |
|||
Teams |
|||
URL Linking |
|||
Report Read Receipts |
|||
Support |
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Community Support |
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Email Support |
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Zoom Support |
|||
Personalized Onboarding |
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Onboarding Training Workshop |
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Digits Labs |
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Security |
|||
Log on with Google |
|||
Magic Links |
|||
Custom User Permissions |
|||
Custom User Roles |
|||
Restrict Who Can Add Clients |
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Control Reports Access |
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Multiple layers of advanced, encrypted security |
Digits tracks Billions of dollars for over 5,000 businesses
$597,226,279,465.38
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