Number of ClientsThe number of ledgers connected to your account | Up to 5 free | Up to 20 | up to 50 | 50+ |
Number of Team MembersMembers of your firm or company | Unlimited | Unlimited | Unlimited | Unlimited |
Number of Client UsersThe number of clients that you can invite to use Digits | Unlimited | Unlimited | Unlimited | Unlimited |
Ledger SyncDigits will continuously update based on changes to your ledger(s), always reflecting the latest numbers | Live | Live | Live | Live |
Number of Generated ReportsNever wonder how many reports you can generate and send | Unlimited | Unlimited | Unlimited | Unlimited |
Digits Reports Builder | | | | |
Number of Custom Branded ReportsReports that feel familiar and trusted, complete with your brand of Generated Reports | | Unlimited | Unlimited | Unlimited |
Custom Report CoversBeautiful, industry, scenic and abstract covers for reports | | Unlimited | Unlimited | Unlimited |
Hover to DiscoverTransaction level details at your fingertips | | | | |
Drag and Drop ChartsMake sure your clients always know the things they should keep top of mind | | | | |
Executive SummariesAuto-generated summaries that highlight important trends and financials | Automated | Automated | Automated | Automated |
Auto-Generated InsightsNo more pivot tables. We'll provide automatically generated insights within reports based on your clients’ data and trends. | | | | |
Quick-TogglesBring in MoM, YoY changes and trendlines with the click of a button | | | | |
Number of Report TemplatesNever repeat your work. Make a template once and then never again | Unlimited | Unlimited | Unlimited | Unlimited |
CommentingCollaborate directly in line with the financials | Unlimited | Unlimited | Unlimited | Unlimited |
Print to PDFPrint any page or report as a PDF | | | | |
URL LinkingCopy a URL to a report to bring into any collaboration tool you use | | | | |
Collapsible Parent CategoriesExpand and contract parent categories in your P&Ls | | | | |
Top Customer and Vendor StatsSee who your top customers or vendors are | | | | |
Report Access ControlControl who has access to your shared report | | | | |
Report Read ReceiptsKnow exactly when your client opened and read a report | | | | |
Digits Reports | | | | |
Number of Custom Branded ReportsReports that feel familiar and trusted, complete with your brand of Generated Reports | | Unlimited | Unlimited | Unlimited |
Hover to DiscoverTransaction level details at your fingertips | | | | |
VisualizationsCharts and graphs that make even the most complicated metrics, easy to understand | | | | |
Executive SummariesAuto-generated summaries that highlight important trends and financials | Automated | Automated | Automated | Automated |
Deep InsightsAuto-generated Insights | Automated | Automated | Automated | Automated |
Variance HeatmappingSee M/o/M or Y/o/Y changes and trendlines, heat mapped to know where to pay attention to | | | | |
Collapsible Parent CategoriesExpand and contract parent categories in your P&Ls | | | | |
CommentingCollaborate directly in line with the financials | Unlimited | Unlimited | Unlimited | Unlimited |
Print to PDFPrint any page or report as a PDF | | | | |
SharingShare reports with investors or any outside entity with the click of a button | Unlimited | Unlimited | Unlimited | Unlimited |
Report Access ControlControl who has access to your shared report | | | | |
Top Customer and Vendor StatsSee who your top customers or vendors are | | | | |
Digits Search | | | | |
Vendor SyncDigits maintains an updated vendor database so all your vendor information is up-to-date | | | | |
Full Account SearchabilityLedgers, KPIs, Vendors, Customers, etc... | | | | |
CommentingCollaborate directly in line with the financials | Unlimited | Unlimited | Unlimited | Unlimited |
Time RangeSearch over all the entire life of a business instantly | Infinite | Infinite | Infinite | Infinite |
Multi-Source SearchFrom your ledger, to Bank Accounts and Credit Cards, Search it all | | | | |
Live ShareShare all of Digits or just parts with your team or clients | | | | |
Ledger Source Direct LinkAny transaction, link back to the ledger | | | | |
Recurrence DetectionKnow which vendors you spend with on a recurring basis, instantly | | | | |
Suggested SearchesBrings to light the most pressing changes in the business to search instantly | | | | |
Search ResultsInstant answers to your search queries | Live | Live | Live | Live |
Substring SearchWe find everything, no matter how buried it is in a transaction string | | | | |
Auto-Generated InsightsWe'll provide search results with automatically generated insights based on your clients' data and trends | | | | |
Digits Boost | | | | |
Category MiscategorizationFlag to you if a transaction has been miscategorized against similar historical Transactions | | | | |
Missing VendorFlag if an expense has a missing vendor | | | | |
Vendor CleanupHelps standardize your vendor list, making 1099s a snap | | | | |
Check FiltersSee only the quality checks you care about | | | | |
See Closed ActionsSee the items you have taken action on | | | | |
Flexible Date RangesSee quality checks over the entire life of the business | | | | |
Rules EngineCreate rules that match what you want to see | | | | |
Digits Living ModelThe Digits Living Model is AI technology that converts millions of data points into a living model of your client’s business | | | | |
Sensitive Information ProtectionNever fear that SSN or CCN end up in the ledger. We catch that for you | | | | |
Transactions in Parent CategoriesFlag if a transaction should be in a child category based on similar historical transactions | | | | |
Digits Transaction Review | | | | |
Auto-Detect Uncategorized TransactionsDetect any transactions that are uncategorized or have a recognized category or vendor name | Automated | Automated | Automated | Automated |
Category DetectionDigits will proactively identify what category an unknown transaction should be | | | | |
AI Question TemplatesDigits will recommend the question and type of response required to fully classify the transaction | | | | |
Customizable Question TemplatesEdit and save common client questions | | | | |
Bulk SendSend all client requests at one time, easing the burden of multiple emails | | | | |
Push to QBOInstantly push changes to Quickbooks | Live | Live | Live | Live |
Customizable Client PortalLanding place for your clients, curated by you | | | | |
Magic LinksWhether you, or your clients, never have to remember your password again | | | | |
Client Response Category DetectionDigits will detect the category based on the response from the client | | | | |
Instant NotificationKnow the minute a client responds to take action | | | | |
Mobile Client ExperienceClients can answer your questions wherever they are | | | | |
| | | | |
Auto-Generated InsightsNo more pivot tables. Digits will provide automatically generated insights based on your clients' data and trends. | | | | |
Top Customer and Vendor StatsAutomatically calculated, never wonder who your top customers or vendors are. | | | | |
Vendor SyncDigits maintains an updated vendor database so all your vendor information is up-to-date. | | | | |
Live ShareShare all of Digits or just parts with your team or clients | | | | |
Category AnalysisCategory deep dives to understand spend over time | | | | |
Expense Transaction FeedFull transaction lists. Bank reconciliations done in a snap. | | | | |
| | | | |
Custom Branded ReportsMake reports feel familiar and trusted, highlight you and your clients branding. | | | | |
Custom Branded Client PortalMake your clients portal feel like home - Bring your and your clients logo directly to them | | | | |
Drag and Drop ChartsMoveable charts and graphs make sure your clients always have key information right where they need it | | | | |
Executive SummariesAuto generated summaries that highlight important trends and financials. | | Automated | Automated | Automated |
Number of Report TemplatesNever repeat your work. Make a template once and then never again | Unlimited | Unlimited | Unlimited | Unlimited |
Digits Living ModelThe Digits Living Model is AI technology that converts millions of data points into a living model of your client’s business | | | | |
9000+ Financial Institutions SupportedConnect plaid to see finances in real time | | | | |
Vendor SyncDigits maintains an updated vendor database so all your vendor information is up-to-date. | | | | |
Hover to DiscoverTransaction level details at your fingertips | | | | |
Auto-Generated InsightsNo more pivot tables. Digits will provide automatically generated insights based on your clients' data and trends. | | | | |
Top ListsList of all your Top Customers, Top Vendors, etc. | | | | |
Collaboration | | | | |
CommentingCollaborate directly in line with the financials. | Unlimited | Unlimited | Unlimited | Unlimited |
Print to PDFPrint any page or report to PDF for easy attachment | | | | |
Live ShareShare all of Digits or just parts with your team or clients | | | | |
TeamsBring your whole team into Digits with easy invite flows | | | | |
URL LinkingCopy a URL to a report to bring into any collaboration tool you use today | | | | |
Report Read ReceiptsKnow exactly when your client opened and read a report | | | | |
Support | | | | |
Community SupportAccess to Community.Digits.com as a channel for support needs | | | | |
Email SupportAccount support through email | | | | |
Zoom SupportAccount support through Zoom | | | | |
Personalized OnboardingDedicated Zoom call to train both you and your team on how to set up and use Digits | | | | |
Onboarding Training Workshop | | | | |
Digits LabsAccess to unreleased Digits tools and direct access to the Digits product team | | | | |
Security | | | | |
Log on with GoogleAccess Digits via single sign on through Google | | | | |
Magic LinksWhether you, or your clients, never have to remember your password again | | | | |
Custom User PermissionsSet permissions for your team on which clients they can access | | | | |
Custom User RolesSet specific permissions across a set of users | | | | |
Restrict Who Can Add Clients | | | | |
Control Reports Access | | | | |
Multiple layers of advanced, encrypted security | | | | |