Number of Clients The number of ledgers connected to your account

Number of Team Members Members of your firm or company

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

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

Number of Generated Reports Never wonder how many reports you can generate and send

Vendor Sync Digits maintains an updated vendor database so all your vendor information is up-to-date

Full Account Searchability Ledgers, KPIs, Vendors, Customers, etc...

Commenting Collaborate directly in line with the financials

Time Range Search over all the entire life of a business instantly

Multi-Source Search From your ledger, to Bank Accounts and Credit Cards, Search it all

Live Share Share all of Digits or just parts with your team or clients

Ledger Source Direct Link Any transaction, link back to the ledger

Recurrence Detection Know which vendors you spend with on a recurring basis, instantly

Suggested Searches Brings to light the most pressing changes in the business to search instantly

Search Results Instant answers to your search queries

Substring Search We find everything, no matter how buried it is in a transaction string

Auto-Generated Insights We'll provide search results with automatically generated insights based on your clients' data and trends

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

Hover to Discover Transaction level details at your fingertips

Visualizations Charts and graphs that make even the most complicated metrics, easy to understand

Executive Summaries Auto-generated summaries that highlight important trends and financials

Deep Insights Auto-generated Insights

Variance Heatmapping See M/o/M or Y/o/Y changes and trendlines, heat mapped to know where to pay attention to

Collapsible Parent Categories Expand and contract parent categories in your P&Ls

Commenting Collaborate directly in line with the financials

Print to PDF Print any page or report as a PDF

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

Report Access Control Control who has access to your shared report

Top Customer and Vendor Stats See who your top customers or vendors are

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

Custom Report Covers Beautiful, industry, scenic and abstract covers for reports

Hover to Discover Transaction level details at your fingertips

Drag and Drop Charts Make sure your clients always know the things they should keep top of mind

Executive Summaries Auto-generated summaries that highlight important trends and financials

Auto-Generated Insights No more pivot tables. We'll provide automatically generated insights within reports based on your clients’ data and trends.

Quick-Toggles Bring in MoM, YoY changes and trendlines with the click of a button

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

Commenting Collaborate directly in line with the financials

Print to PDF Print any page or report as a PDF

URL Linking Copy a URL to a report to bring into any collaboration tool you use

Collapsible Parent Categories Expand and contract parent categories in your P&Ls

Top Customer and Vendor Stats See who your top customers or vendors are

Report Access Control Control who has access to your shared report

Report Read Receipts Know exactly when your client opened and read a report

Category Miscategorization Flag to you if a transaction has been miscategorized against similar historical Transactions

Missing Vendor Flag if an expense has a missing vendor

Vendor Cleanup Helps standardize your vendor list, making 1099s a snap

Check Filters See only the quality checks you care about

See Closed Actions See the items you have taken action on

Flexible Date Ranges See quality checks over the entire life of the business

Rules Engine Create rules that match what you want to see

Digits Living Model The Digits Living Model is AI technology that converts millions of data points into a living model of your client’s business

Sensitive Information Protection Never fear that SSN or CCN end up in the ledger. We catch that for you

Transactions in Parent Categories Flag if a transaction should be in a child category based on similar historical transactions

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

Category Detection Digits will proactively identify what category an unknown transaction should be

AI Question Templates Digits will recommend the question and type of response required to fully classify the transaction

Customizable Question Templates Edit and save common client questions

Bulk Send Send all client requests at one time, easing the burden of multiple emails

Push to QBO Instantly push changes to Quickbooks

Customizable Client Portal Landing place for your clients, curated by you

Magic Links Whether you, or your clients, never have to remember your password again

Client Response Category Detection Digits will detect the category based on the response from the client

Instant Notification Know the minute a client responds to take action

Mobile Client Experience Clients can answer your questions wherever they are

Auto-Generated Insights No more pivot tables. Digits will provide automatically generated insights based on your clients' data and trends.

Top Customer and Vendor Stats Automatically calculated, never wonder who your top customers or vendors are.

Vendor Sync Digits maintains an updated vendor database so all your vendor information is up-to-date.

Live Share Share all of Digits or just parts with your team or clients

Category Analysis Category deep dives to understand spend over time

Expense Transaction Feed Full transaction lists. Bank reconciliations done in a snap.

Custom Branded Reports Make reports feel familiar and trusted, highlight you and your clients branding.

Custom Branded Client Portal Make your clients portal feel like home - Bring your and your clients logo directly to them

Drag and Drop Charts Moveable charts and graphs make sure your clients always have key information right where they need it

Executive Summaries Auto generated summaries that highlight important trends and financials.

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

Digits Living Model The Digits Living Model is AI technology that converts millions of data points into a living model of your client’s business

9000+ Financial Institutions Supported Connect plaid to see finances in real time

Vendor Sync Digits maintains an updated vendor database so all your vendor information is up-to-date.

Hover to Discover Transaction level details at your fingertips

Auto-Generated Insights No more pivot tables. Digits will provide automatically generated insights based on your clients' data and trends.

Top Lists List of all your Top Customers, Top Vendors, etc.

Commenting Collaborate directly in line with the financials.

Print to PDF Print any page or report to PDF for easy attachment

Live Share Share all of Digits or just parts with your team or clients

Teams Bring your whole team into Digits with easy invite flows

URL Linking Copy a URL to a report to bring into any collaboration tool you use today

Report Read Receipts Know exactly when your client opened and read a report

Community Support Access to Community.Digits.com as a channel for support needs

Email Support Account support through email

Zoom Support Account support through Zoom

Personalized Onboarding Dedicated Zoom call to train both you and your team on how to set up and use Digits

Onboarding Training Workshop

Digits Labs Access to unreleased Digits tools and direct access to the Digits product team

Log on with Google Access Digits via single sign on through Google

Magic Links Whether you, or your clients, never have to remember your password again

Custom User Permissions Set permissions for your team on which clients they can access

Custom User Roles Set specific permissions across a set of users

Restrict Who Can Add Clients

Control Reports Access

Multiple layers of advanced, encrypted security