Number of ClientsThe number of ledgers connected to your account

Number of Team MembersMembers of your firm or company

Number of Client UsersThe number of clients that you can invite to use Digits

Ledger SyncDigits will continuously update based on changes to your ledger(s), always reflecting the latest numbers

Number of Generated ReportsNever wonder how many reports you can generate and send

Number of Custom Branded ReportsReports that feel familiar and trusted, complete with your brand of Generated Reports

Custom Report CoversBeautiful, industry, scenic and abstract covers for reports

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

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

CommentingCollaborate directly in line with the financials

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

Number of Custom Branded ReportsReports that feel familiar and trusted, complete with your brand of Generated Reports

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

Deep InsightsAuto-generated Insights

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

Print to PDFPrint any page or report as a PDF

SharingShare reports with investors or any outside entity with the click of a button

Report Access ControlControl who has access to your shared report

Top Customer and Vendor StatsSee who your top customers or vendors are

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

Time RangeSearch over all the entire life of a business instantly

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

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

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

Auto-Detect Uncategorized TransactionsDetect any transactions that are uncategorized or have a recognized category or vendor name

Category DetectionDigits AI will proactively identify what category an unknown transaction should be

AI Question TemplatesDigits AI 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

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 AI 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.

Number of Report TemplatesNever repeat your work. Make a template once and then never again

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.

File StorageEasy gathering and storage of receipts, bank statements, invoices, ect. from clients

CommentingCollaborate directly in line with the financials.

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

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

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