For too long, accountants and business operators have struggled with manual and repetitive financial tasks that waste valuable time. It’s finally time to replace tedium and confusion with fast and accurate automation—and regain hours of lost productivity.
Today, we're tackling one of the most frustrating and time-consuming parts of the accountant-client relationship: classifying and reconciling uncategorized transactions.
Every month, the process repeats itself:
"What is Figma?"
"Is this a business expense or personal?"
"What was this Home Depot purchase for?"
"What customer is this Stripe transaction for?"
Clients are too busy to answer. Accountants get blocked.
Enough is enough.
Turn Annoy into Joy
We’re excited to introduce Digits Transaction Review, our end-to-end solution for automatically identifying and booking uncategorized transactions and seamlessly collecting client input. Built on top of our Digits AI, Transaction Review leverages the latest machine learning models to intelligently do the work for you, becoming smarter and more accurate with each use. Closing the books each month has never been faster or more delightful for your clients, turning them from annoyed to joyed.
Welcome to Q2 Now, with the click of a button, you can generate beautiful, immersive quarterly reports packed with all the intelligent executive summaries and actionable insights you get from standard, monthly Digits Reports. Quarterly Reports pack all the same power: infinitely explore your data through elegantly presented numbers and popular features like Hover to Discover.
Preview Mode — proof beforeyou send
Measure twice, cut once—it’s no surprise that accountants and financial professionals care tremendously about the details. So, when it came to creating reports for their clients, they were naturally interested in how their work would be presented. Inquisitive and detail-oriented users can now preview and share both emails and reports with themselves to see and review exactly what the others will receive when they are shared a report.
Full April Change Log
Digits Reports + Digits Reports Builder
Feature: Quarterly Reports Support
Users can now generate quarterly Digits Reports
Feature: View-as-a-Client Support
Users can now preview a report before sharing it
Users can now preview an email before sending it
Designed a top banner to identify preview mode
Developed a tool-tip for better “Preview” text explanation
User Experience Enhancements
Improvements related to date adjustments
Easier time period selection
Greater context awareness with expanded viewing around shared reports
Added underlying support for searching across different view types
Enhanced extraction of information from unstructured text
Index transactions’ external display IDs
Updated ordering and treatment of client lists
Optimized vendor information extraction via transaction descriptions
Implemented a Digits specific banking-related NER model
Today’s finance tools fall far short of what accountants and finance teams deserve—immersive storytelling backed by intelligent analysis, powerful visuals, and instant answers.
It’s time to bid farewell to stale, black and white reports, tedious Excel models, and unsecured email attachments.
Let relics go the way of relics.
Financial reports are meant to tell a story. Today, that story is confusing—it’s told in a format that’s complicated, tough to understand, and hasn’t changed in decades. When business owners receive their monthly financials, they struggle to grasp the takeaway or what they should do about it. The burden falls upon them, their accountant, or their finance team to make sense of it all.
SoftBank Vision Fund 2 and Harry Stebbing’s 20VC Growth Back our Vision for the Future of Finance
Today, we’re excited to announce the next chapter: our $65 Million Series C, led by SoftBank Vision Fund 2 with participation from Harry Stebbings’ 20VC Growth, as well as Benchmark and GV.
SoftBank’s extensive experience in global fintech and their shared commitment to long-term, meaningful impact in the spaces they invest in is an ideal partnership as we shift to our next stage of growth.
Meet Digits Reports
Welcome to the future of financial reporting. Digits Reports is a modern and secure format for live, interactive, collaborative financial statements.
Go ahead, play with the numbers. Features like Hover to Discover allow you to quickly see trends, deltas, and actionable insights.
Deep-dive on demand. Live connections to your underlying accounting software enable infinite exploration, with endless visualizations.
Collaborate seamlessly. With one-click secure sharing, send and receive reports that invite exploration while keeping sensitive information safe.
The true power of Digits Reports lies in the editor.
Behind the scenes, Digits Reports Builder is the pro-tool we’re giving to accountants and finance professionals, letting you create highly-visual, interactive reports in a fraction of the time.
Go ahead, tell the story you’ve always wanted.
A picture’s worth a thousand words, and now you can paint a story your clients can comprehend, told the way you want it.
Drag and drop charts, insights, and top performer graphs directly into a report. See an intelligent insight you like? Click and instantly add it to the executive summary. Don’t worry, Digits has already calculated and verified the math for you.
For the first time, you can generate dynamic documents your clients can explore, visually and intuitively, from a high level down to individual transaction details—all in one place.
Digits Reports Builder works just as you’d expect, allowing you to create stunning reports from the moment you open it. Fine-tune your reports to match client goals and highlight insights that surface what they need to know. Adding charts and refining financials have never been this easy or beautiful. Just drag. Drop. Done.
At Digits, we believe that by building the tools of tomorrow, we can empower accounting firms of today in transformative ways. Whether you desire to increase the number of clients your firm can handle, improve the client experience or effortlessly collaborate internally and externally, Digits is pushing the bounds of finance software to help you dramatically improve your bottom line.
A little while ago, we privately launched The Alliance, a collective of accounting firms and finance professionals who have joined our mission to build a better future.
The response and growth of The Alliance has been extraordinary. Since its launch, our membership now includes professionals at firms managing over 9,000 clients and overseeing in excess of $650 billion in revenue. We’re excited to partner with these firms and equip them with the tools of tomorrow – we’ll continually post updates on The Alliance here.
Want to join The Alliance?
You’ll be joining a collective of firms that are building the future of business finance – together.