Wow your clients
First five clients free.
Free
$ 0
Forever
No Credit Card Required
- First 5 clients Free Forever
- Live QBO Sync
- Community Support
Growth
$ 99
Per month. 999/year.
Everything in Free, plus:
- Up to 20 Clients
- Unlimited Client Access
- Team Member Support
- Custom Branded Client Portal
- Custom Branded Reports
- Email Support
Premium
$ 199
Per month. 1999/year.
Everything in Growth, plus:
- Up to 50 Clients
- Unlimited Team Members
- Advanced Teams + Permissions
- Access to Digits Labs & Digits Tools
- Priority Support (Email, Zoom)
Enterprise
Contact us
Everything in Premium, plus:
- > 50 Clients
- Dedicated Account Management
- Custom Built Enterprise Solutions
- Personalized Onboarding
-
Free
$ 0
Forever
No Credit Card Required
- First 5 clients Free Forever
- Live QBO Sync
- Community Support
-
Popular
Growth
$ 99
Per month. 999/year.
Everything in Free, plus:
- Up to 20 Clients
- Unlimited Client Access
- Team Member Support
- Custom Branded Client Portal
- Custom Branded Reports
- Email Support
-
Premium
$ 199
Per month. 1999/year.
Everything in Growth, plus:
- Up to 50 Clients
- Unlimited Team Members
- Advanced Teams + Permissions
- Access to Digits Labs & Digits Tools
- Priority Support (Email, Zoom)
-
Enterprise
Contact us
Everything in Premium, plus:
- > 50 Clients
- Dedicated Account Management
- Custom Built Enterprise Solutions
- Personalized Onboarding
All pricing plans include
Reports builder
A customizable client portal you can control and white-label for your clients. Collaborate and surface the financial information they need.
Reports
Get real-time analysis and insights. Live, interactive charts and reports. Have questions about your clients data? Just ask and our AI will answer.
Customer Support
White glove customer support to give you financial peace of mind.
Search
Search all of your clients’ financials immediately—in one place.
Advisory tools
Build client trust and loyalty while supercharging your advisory services with Digits insights and alerts.
Secure Client Portal
The first portal clients actually enjoy. No account needed, mobile-friendly, super secure, and beautifully custom-branded.
-
Reports builder
A customizable client portal you can control and white-label for your clients. Collaborate and surface the financial information they need.
-
Reports
Get real-time analysis and insights. Live, interactive charts and reports. Have questions about your clients data? Just ask and our AI will answer.
-
Customer Support
White glove customer support to give you financial peace of mind.
-
Search
Search all of your clients’ financials immediately—in one place.
-
Advisory tools
Build client trust and loyalty while supercharging your advisory services with Digits insights and alerts.
-
Secure Client Portal
The first portal clients actually enjoy. No account needed, mobile-friendly, super secure, and beautifully custom-branded.
Complete feature list
Free |
Growth |
Premium |
Enterprise |
|
|---|---|---|---|---|
Usage
|
||||
|
Number of Clients |
Up to 5 free | Up to 20 | up to 50 | 50+ |
|
Number of Team Members |
Unlimited | Unlimited | Unlimited | Unlimited |
|
Number of Client Users |
Unlimited | Unlimited | Unlimited | Unlimited |
|
Ledger Sync |
Live | Live | Live | Live |
|
Number of Generated Reports |
Unlimited | Unlimited | Unlimited | Unlimited |
Digits Search
|
||||
|
Vendor Sync |
||||
|
Full Account Searchability |
||||
|
Commenting |
Unlimited | Unlimited | Unlimited | Unlimited |
|
Time Range |
Infinite | Infinite | Infinite | Infinite |
|
Multi-Source Search |
||||
|
Live Share |
||||
|
Ledger Source Direct Link |
||||
|
Recurrence Detection |
||||
|
Suggested Searches |
||||
|
Search Results |
Live | 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 | Automated |
|
Deep Insights |
Automated | Automated | Automated | Automated |
|
Variance Heatmapping |
||||
|
Collapsible Parent Categories |
||||
|
Commenting |
Unlimited | Unlimited | Unlimited | Unlimited |
|
Print to PDF |
||||
|
Sharing |
Unlimited | 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 | Automated |
|
Auto-Generated Insights |
||||
|
Quick-Toggles |
||||
|
Number of Report Templates |
Unlimited | Unlimited | Unlimited | Unlimited |
|
Commenting |
Unlimited | 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 | Unlimited |
|
Digits Living Model |
||||
|
9000+ Financial Institutions Supported |
||||
|
Vendor Sync |
||||
|
Hover to Discover |
||||
|
Auto-Generated Insights |
||||
|
Top Lists |
||||
Collaboration
|
||||
|
Commenting |
Unlimited | Unlimited | Unlimited | Unlimited |
|
Print to PDF |
||||
|
Live Share |
||||
|
Teams |
||||
|
URL Linking |
||||
|
Report Read Receipts |
||||
Support
|
||||
|
Community Support |
||||
|
Email Support |
||||
|
Zoom Support |
||||
|
Personalized Onboarding |
||||
|
Onboarding Training Workshop |
||||
|
Digits Labs |
||||
Security
|
||||
|
Log on with Google |
||||
|
Magic Links |
||||
|
Custom User Permissions |
||||
|
Custom User Roles |
||||
|
Restrict Who Can Add Clients |
||||
|
Control Reports Access |
||||
|
Multiple layers of advanced, encrypted security |
Digits tracks Billions of dollars for over 5,000 businesses
$597,226,279,465.38
Get in touch
Focus on what you love and simplify your finances with Digits AI.
Thank you!
We’ll review your information and be in touch as soon as we can.
Uh oh!
Looks like something went wrong. Please try again later.
