Digits Changelog
Developers: Connect to the Digits API with Service Accounts
What’s New: Service Accounts let you connect your organization’s own systems to the Digits API without building an OAuth app. Admins can create a service account in the Developer dashboard and immediately receive a Client ID and Secret for server-to-server access.
Why It Matters: Setting up internal integrations is simpler. Your team can connect directly to the Digits API without registering a third-party app or completing an OAuth authorization flow.
Digits iOS: Transaction Matching and Smoother Navigation
What’s New:
Match transactions from your phone or iPad: Find possible matches for eligible transactions from different sources, adjust the date range, and review the details before combining duplicate entries. You can also undo eligible matches.
Review lists and details side by side: Larger screens now make better use of available space across bills, invoices, checklist items, bank accounts, reconciliations, and schedules.
Keep your place as you work: Selected items and in-progress bill and invoice edits are preserved more reliably as layouts change.
Move between clients more smoothly: Navigation between the firm dashboard, client businesses, and their action items is more seamless.
Improved navigation throughout the app: Updates to tabs, scrolling titles, and screen rotation make it easier to move around Digits and return to your Dashboard.
Why It Matters: You can handle more transaction review directly from iOS, with more room to work and fewer interruptions as you move between clients, accounting workflows, and individual items.
Import Schedules from a File
What’s New: You can now import schedules into Digits from a file instead of entering each schedule manually.
For full instructions, see Schedules
Why It Matters: Setting up schedules is faster, especially when bringing existing schedule data into Digits. Import your data in bulk and spend less time recreating schedules one by one.
11 New Automated Quality Control Checks
What's New: We’ve expanded Automated Quality Control with 11 new built-in checks to help surface unusual balances, inconsistent activity, sensitive information, and material transactions.
Equity Fluctuation: Identifies significant month-over-month changes in equity account balances.
Material Asset: Flags material transactions in investment asset accounts.
Material Equity: Flags material transactions in retained earnings accounts.
Material Liability: Flags material transactions in short-term debt and convertible note accounts.
Multiple Categories for Customers: Identifies customers whose transactions span multiple categories over the last three months.
Multiple Categories for Vendors: Identifies vendors whose transactions span multiple categories over the last three months.
Negative Asset: Flags months where an asset account has an abnormal negative balance, excluding contra and clearing accounts.
Negative Liability: Flags months where a liability account has an abnormal negative balance, excluding discount contra and clearing accounts.
Negative Revenue: Flags months where a revenue account has a negative balance.
Non-Zero Clearing: Flags months where a clearing account has a non-zero balance.
Personally Identifiable Information (PII): Flags transaction memos or line descriptions that may contain sensitive information, including Social Security numbers, email addresses, phone numbers, credit card numbers, and bank routing numbers.
For more information and the full list of available checks, visit the Automated Quality Control Help Center guide.
Why It Matters: These new checks help you catch potential issues earlier, while the context is still fresh. You get broader, consistent review coverage across client books and a shorter list of issues to work through at close.
Fiscal Year-to-Date Reporting
What’s New: If your fiscal year starts outside January, you can now see Fiscal YTD results in Financials and Reports on web and iOS.
On web, the period selector now includes a separate Fiscal YTD option alongside calendar Year to Date. Reports generated from Fiscal YTD use the corresponding fiscal date range and are labeled accordingly.
Year-to-date labels on web and iOS also stay tied to the data originally reported, so changing your fiscal year settings later won’t relabel historical amounts.
To set your fiscal year start, go to Settings → My Company → Fiscal year start.
Why It Matters: Businesses that operate on a non-calendar fiscal year can now review and report on year-to-date performance based on their actual financial year, with accurate comparisons across periods.
Download Individual Transactions
What’s New: You can now download individual transactions directly from Digits, making it easy to save or share the details of a specific transaction.
Why It Matters: Get the transaction information you need without exporting a larger dataset, making one-off reviews and sharing faster and more convenient.
New Accountant Role for Firms
What’s New: Firms can now assign colleagues a new Accountant role when managing their access to a client. The Accountant role includes the same client-level permissions as Admin, except for the ability to pay bills and collect invoices.
Why It Matters: Firms have more flexibility in managing how their team works across clients. Colleagues can get broad access to handle accounting work for a client while keeping bill payments and invoice collection restricted to Admins
Set Your Fiscal Year Start
What’s New: Businesses with a fiscal year that doesn’t follow the calendar year can now set their fiscal year start directly in Settings → My Company. Select the month your fiscal year begins, and the change saves automatically. You can update it anytime.
Why It Matters: You can keep Digits aligned with your business’s financial year and make changes yourself whenever needed, without contacting Digits.
Digits iOS 1.17: Smarter Reports, Schedules, and Mobile Workflows
What’s New:
More consistent reports: Archived reports retain their original branding, cover details, footers, and financial components. New reports use saved organization and client branding preferences when available.
More confidence when publishing: Before publishing a report for a client, you’ll see who will receive it and confirm before sending.
Guided schedule setup: Schedule creation now walks you through schedule type, asset or purchase type, and any required transaction recategorization.
Clearer bill approvals: Approval and rejection actions appear only for authorized users, with clearer handling for assigned approvers.
Easier dashboard access: Scroll up from Home to reveal your mobile dashboard, with a simple path back.
Clearer charts: Empty charts now explain when there’s no activity, department data, or location data while preserving available totals.
More reliable magic links: Magic links more consistently open the intended destination and handle account switching, including after launching the app.
Consistent collaboration permissions: Comments, collaboration tasks, and related controls now respect each user’s permissions throughout the app.
More iOS polish: Improved navigation titles, button colors, and report presentation.
Why It Matters: This release makes everyday accounting work smoother on iPhone and iPad, with more consistent reports, clearer approval and schedule workflows, and easier navigation throughout Digits.
Smarter Quality Control Instructions
What’s New: You can now write quality control instructions in plain language without manually @-tagging vendors, customers, categories, departments, or locations. Digits interprets your instruction and can connect it to the corresponding records in your books.
You can also write broader rules, like “all expense categories except Travel,” and Digits will apply them across the relevant accounts and subaccounts. If a name could refer to multiple records, the check summary shows how Digits interpreted your instruction so you can refine it if needed.
Why It Matters: Setting up custom quality control checks is faster and more natural. Describe the accounting rule you want Digits to follow, and the agent uses the context of your books to determine where it applies.
Reports Now Available on Mobile Web
What’s New: You can now open and view reports from mobile web on iOS and Android. Reports have been updated for smaller screens with responsive layouts and a new custom cover page.
Note: Reports are currently read-only on mobile web. Creating and editing reports is still available on desktop.
Why It Matters: Access your reports when you’re away from your computer, with a mobile-friendly experience that makes financials easier to review on the go.
Digits iOS 1.16: More Accounting Workflows on iOS
What’s New:
Reconcile from the app: Review balances, transactions, flags, attachments, comments, activity, and recent periods. When eligible, you can also add a balancing adjustment, update reconciliation status, and finalize directly from an action item.
Create and delete transactions: Create supported transactions from Home or a party, including transaction type, classifications, date, memo, and line items. Eligible transactions can also be deleted from their detail view.
Sign in with SSO: Use your organization’s SSO provider when required.
Clearer Home and Dashboard navigation: Move between Home and Dashboards more easily, including across compact and split-screen layouts.
Search stays accessible: Search remains available even when Ask Digits isn’t enabled.
Cleaner financial statements: Empty rows with no values across the visible periods are now hidden, making statements easier to scan.
Why It Matters: More of your day-to-day accounting work can now happen from your iPhone or iPad. Review and complete reconciliations, manage transactions, and get to the information you need without heading back to the web app.
Find Every Bill in Vault
What's New: Bills uploaded directly through Bill Pay now appear in Vault, alongside bills received through your Digits email address. No matter how a bill gets into Digits, you can find it in Vault.
Why It Matters: Vault now gives you a more complete view of your bill documents. Bills are available in the same place, regardless of how they were added to Digits, making them easier to find and reference when you need them.
Easier Access to Transaction and Schedule Attachments
What's New: Transaction attachments now appear in a new thumbnail rail on the left side of the details view.
Select a thumbnail to open the document alongside the transaction or schedule, switch between attachments, or collapse the viewer when you need more space. Files added or removed via comments are automatically updated in the viewer.
Why It Matters: Supporting documents are now easier to find and review while you work. You can move between attachments and accounting details in the same view without opening and closing the Comments panel.
Digits iOS 1.15: Smoother Invoicing and File Workflows
What's New:
Reusable invoice discounts: Create and reuse fixed or percentage discounts when preparing invoices.
Drag and drop files: Drag PDFs and images into Digits and send them to the appropriate workflow.
More context in Vault: See and open the bills, reports, schedules, transactions, and other records connected to a Vault file.
Comments and attachments on schedules: Review comments and linked attachments directly from schedule details.
Clearer account navigation: Access support, app rating, sharing, and account actions from a more organized user menu.
Clearer failed bill uploads: Bills that fail to upload now show an Upload Failed status.
Why It Matters: These updates make it easier to create invoices, work with files, and follow related information across Digits from your iPhone or iPad. You’ll spend less time navigating between screens and have more context when reviewing documents, schedules, and bills.
Improved: See Where Your Vault Files Are Attached
What's New: When you open a file in Vault, you'll now see the places where that file was attached. Attach a receipt to a transaction? The file in Vault shows a link to that transaction. Attach a spreadsheet to a comment on a report? The file shows a link to that report and the conversation. This works when files are attached to bills, reports, transactions, customers, vendors, schedules, categories, departments, locations, products, and reconciliations. Click any link and Digits takes you right there.
Why It Matters: Before, Vault could only show these links for transactions and reconciliations. Everything else was a mystery — you'd see a file and have no idea where it came from or why it was there. Now every file shows where it lives in your books, with one click to get there.
Attach Files Directly to Comments
What's New: You can now attach files directly to comments and threads in Digits, keeping supporting documents alongside the conversation. Every attachment is also automatically stored in Vault and stays linked to the item and conversation it came from.
Why It Matters: Keep the conversation and its supporting documents together. For example, a file attached to a report thread will also appear in Vault with links back to the report and the original conversation, making it easier to find the context behind a file later.
New! Manage Your Invoice Discounts in One Place
What's New: You can now create and manage reusable invoice discounts in one place, similar to how you manage Products & Services. Set up discounts once, then use them when creating invoices.
Why It Matters: Keep your commonly used discounts organized and ready to apply so you can use them consistently without having to set them up from scratch each time you invoice.
Faster Transaction Matching
What's New: Transaction matches and unmatches now appear immediately in Digits. When you match or unmatch a transaction, you'll see the result right away.
Why It Matters: No more waiting for matching updates to appear. You can review and reconcile transactions with immediate feedback, making it easier to move through your work with confidence.
Digits iOS 1.14: Easier Collaboration and Faster Workflows
What's New:
Attach Vault files to comments: Add secure Vault files directly to comment threads, then preview, download, or manage attachments within the conversation.
Create from the dashboard: Create invoices and run reports directly from the dashboard.
Side-by-side bill and invoice workflows: On iPad, view each stage of your bill and invoice workflows together in a new status board.
Manage access requests: Approve or decline access requests directly from shared items.
More notification controls: Choose more precise preferences for mentions, comments, reports, sharing activity, and account updates.
Open the right report version: Shared report links now take you directly to the specific version that was shared.
Improved link navigation: Open more Digits links directly in the app, including links from Ask Digits and tracked emails.
More bill details from transactions: View and update related bill information, including bill numbers and due dates, directly from transactions.
Improved document previews: Document previews are now more reliable across bill and invoice workflows.
Why It Matters: Share context, manage approvals, and move work forward from anywhere. These updates make it easier to collaborate on the go, access the right information faster, and manage bills, invoices, reports, and documents in the Digits mobile app.
Preview More File Types in Vault
What's New: Vault can now preview many more file types directly in Digits. Along with PDFs and images, you can open spreadsheets (Excel, CSV), Word documents, PowerPoint presentations, and text files right in Vault — no download needed. New uploads are ready to preview moments after processing completes.
Why It Matters: You shouldn't have to download a file just to check what's in it. Whether you're confirming a statement, glancing at a client's spreadsheet, or finding the right version of a contract, you can now review it where it lives — and keep moving.
Digits iOS 1.13: More Powerful Reviews, Bill Approvals, and Document Management
What’s New:
More accounting quality checks: Review more quality checks directly from the Checklist, with clearer grouping, explanations, and details for journal entries, vendors, attachments, unusual spend, and account balances.
More flexible bill approvals: Bill approvals now support optional and default approvers. You can remove an approver before submission and approve bills directly when permitted.
Redesigned document viewer: Quickly download or delete files, view file information and metadata, and edit titles and summaries. You can also open linked transactions and reconciliations directly from the document.
More reliable updates: Bills, checklists, widgets, and search results now refresh more reliably after changes.
Why It Matters: These updates make it easier to review accounting work, manage bill approvals, and work with supporting documents from the Digits mobile app, with fresher information across the app.
Updated Navigation Menu
What's New: We've reorganized the navigation to group related features together and make them easier to find.
Bills & Invoices → Now groups Bills, Invoices, Collect, and Products & Services
Financials → Now groups Statements and Custom Reports
Category Manager → Renamed to Categories (still located under Accounting)
Why It Matters: Related workflows are now grouped together, making it faster to navigate between billing, reporting, and accounting tools without changing how they work.
Export Your Chart of Accounts
What's New: You can now export your Chart of Accounts directly from Category Manager as a CSV, or save the export to your Vault. The exported file uses the same format as Digits' Chart of Accounts import template.
Why It Matters: Export your Chart of Accounts for review, bulk updates, or sharing. Because the export matches the import template, you can make changes in a spreadsheet and import them back into Digits without any reformatting.
Automatic Reconciliation for Imported Statements
What's New: When you import transactions from a bank statement, Digits now automatically starts a reconciliation for that statement. Import multiple statements, and each reconciliation begins as soon as its import is complete.
Why It Matters: Previously, importing a statement and starting a reconciliation were separate steps. Now, importing a statement automatically starts the reconciliation, making statement-based workflows faster and reducing the chance of leaving imported statements unreconciled.
Vault: Multi-Check Uploads and Automatic Rotation
What's New: You can now upload documents containing multiple checks directly to Vault, even when they're not part of a bank statement. Digits also automatically detects and corrects rotated checks and bank statements during the upload process.
Why It Matters: Import check images more efficiently, even when multiple checks are combined into a single document. Automatic rotation helps ensure supported documents are oriented correctly for smoother processing.
New: Products & Services Catalog
What's New: You can now create a Products & Services catalog in Digits. Organize what you sell into groups, products, and variants, then add them directly to invoices instead of creating line items from scratch.
Why It Matters: Set up your products and services once, then reuse them across every invoice. Save time, reduce manual entry, and keep pricing and descriptions consistent for every customer.
Improved Invoice Search and Ask Digits
What's New: You can now search for transactions or ask questions in Ask Digits using invoice numbers and reference numbers. Ask Digits can also find related source and payment transactions, with direct links to each one.
Why It Matters: Find invoices, bills, and their related transactions faster, whether you're searching directly or asking a question in natural language. Following the full transaction trail takes just a few clicks.
Drop More File Types Into Pay
What's New: You can now drop a much wider range of files directly onto the Pay dashboard to create bills. Beyond PDFs and images, Pay now accepts Word, Excel, CSV files, and plain text files — the same range of formats already supported when you drop files into Vault.
Why It Matters: Bills don't always show up as tidy PDFs. When a vendor sends an invoice as an Excel file, a CSV export, or a plain text file, you can now drop it straight onto Pay instead of converting it first.
Digits iOS 2.0: Push Notifications and UI Improvements
What's New:
Push notifications: Get notified when something needs your attention, then tap the notification to open the relevant screen in the app.
Banks & Cards: Refreshed with a cleaner, more modern interface.
Home screen widgets: Improved reliability and faster navigation when opening the app from a widget.
Why It Matters: Stay on top of important activity with timely notifications and get where you need to go faster with a refreshed interface and smoother navigation.
Reporting Improvements
What's New:
Custom Reports: You can now download custom reports in either XLS or PDF format.
Financials: Display up to 36 months of month-over-month data for longer trend analysis.
Why It Matters: Export reports in the format that fits your workflow and view up to three years of monthly financial data without switching between reports.
Two-Factor Authentication for Magic Link Sign-In
What's New: Two-factor authentication (2FA) is now available for Magic Link sign-in on both the web and iOS.
To enable 2FA: 1. Sign in to Digits using a Magic Link.
Click your organization's name in the upper-left corner of the screen to open the account menu.
Select Security near the bottom of the menu, just above Sign Out.
Follow the prompts to complete setup.
For more information, see How to Log into Digits
Why It Matters: Two-factor authentication provides an additional layer of security, helping protect your Digits account even if your email credentials are compromised.
Digits iOS 1.9: Comments, Invoice Tracking, and Faster Capture
What's New:
Inline report comments: View and reply to comment threads on report packages, including comments anchored to specific sections and line items.
Comments on details: Category, vendor, and transaction details now have dedicated comment conversations with a history of resolved threads.
Deep links into comments: Open links that take you directly to a specific report or detail comment thread.
Invoice payment timeline: Track invoice payments through each stage, from scheduled to processed, sent, and delivered.
Shared item previews: Open shared links with a preview and confirmation before entering the shared item.
Home capture improvements: Capture a photo or upload a file from Home, then choose whether to send it to Bills or your Vault.
Why It Matters: Collaborate more easily, track invoice payments with greater visibility, capture documents faster, and stay productive on the go.
Bulk Actions in Checklist
What's New: You can now select multiple checklist items at once and perform bulk actions across every Checklist tab.
Quickly dismiss or reassign tasks, or add a comment to multiple Transaction, Report, Bill Approval, and Category tasks in a single action.
Why It Matters: Manage large batches of checklist items more efficiently. Bulk actions reduce repetitive clicks and make it faster to triage, assign, and review work across your close process.
New Read-Only Team Permissions
What's New: You can now assign Read-Only access when inviting team members or updating existing team permissions.
Read-only users can view financial information and leave comments, but they can't make changes to your books or organization settings.
Why It Matters: Give colleagues, clients, or other stakeholders the visibility they need while keeping control over who can edit financial data and manage your organization.
iOS 1.8: Schedules, Ask Digits, and Document Vault Improvements
What's New: Digits iOS 1.8 introduces a new Schedules view, making it easier to track recurring schedules and monitor progress from your phone.
Ask Digits responses are now richer and easier to navigate, with inline entity and category icons, plus links that open directly to the correct time period.
We've also improved the Document Vault with a new Uploaded By filter and faster loading for large document collections.
Why It Matters: Whether you're reviewing schedules, researching transactions with Ask Digits, or finding documents on the go, these updates make it easier to access information quickly and stay connected to your financial data from anywhere.
Upload Receipts Right from Your Checklist
What's New: When a transaction is flagged in your Checklist for a missing receipt or invoice, you can now attach the document straight from the Review Transaction panel — just use the new attach-documents button in the top corner. Add your receipt or invoice, and the item clears, all in one place.
Why It Matters: Before, clearing one of these items meant leaving the Checklist to open the transaction's detail page, adding the attachment there, then coming back to dismiss the item. Now you can handle it without leaving your review — fewer clicks, less back-and-forth, and a faster path to a clean Checklist.
A Cleaner Timeline in Ledger
What's New: The period timeline in Ledger has a fresh new look. We've brought over the same streamlined timeline you already use in Checklists, so moving between months, quarters, and years feels consistent everywhere you work in Digits.
Why It Matters: A consistent timeline across Ledger and Checklists means less to relearn as you move around Digits, and seeing transaction volume up front helps you spot the periods that need your attention faster.
Reach Reporting Integration
What's New: Digits now integrates with Reach Reporting, so you can sync financial data from Digits into Reach dashboards, reports, analysis, budgeting, and budget-to-actual workflows.
Why It Matters: Reporting and budgeting are only as useful as the data behind them. By connecting Reach to Digits, you can build reports, dashboards, and budgets using financial data that stays current as your books are updated.
Digits + Ignition Integration
What's New: Digits now integrates with Ignition, connecting proposals, billing, invoices, and client data with your accounting records.
The integration streamlines data flow between the two platforms, including client and invoice synchronization, visibility into future-dated transactions, and reduced manual accounting setup.
Why It Matters: Revenue and accounting data stay connected automatically. By syncing key information between Ignition and Digits, businesses and accounting teams can spend less time on manual data entry and gain a more complete view of billing and financial activity.
Automatic Schedule Detection
What's New: Digits now reviews imported transactions to identify potential fixed-asset and prepaid-expense schedules.
Detected schedule candidates appear in the Schedules section of the Checklist, where accountants can review the recommendation and create a schedule.
For more information, see: Schedules
Why It Matters: Instead of manually searching for transactions that may require depreciation or amortization, Digits proactively surfaces likely candidates for review. This helps ensure that fixed assets and prepaid expenses aren't missed during close while reducing manual work.
Availability: Digits Schedules is available in our Digits for Firms offering. Speak with our solutions team to automate your accrual workflows inside the ledger with Digits.
Connected Invoices Now Appear in the Invoicing Board
What's New: Invoices synced into Digits through Connect, including integrations like Bill.com and the Open API, now appear alongside Digits-created invoices in the invoicing board.
Connected invoices are marked with a source icon so you can easily see where they originated.
Why It Matters: The invoicing board now provides a more complete view of outstanding accounts receivable. Instead of switching between systems or reconciling separate invoice lists, you can see both connected and Digits-created invoices in one place.
Configurable Quality Control Checks
What’s New: Digits Quality Control lets you create financial checks by describing them in plain English. Digits turns your instructions into a reliable check that runs automatically on every transaction — new, edited, and historical. Before anything goes live, you can review what Digits understood and preview exactly what it would flag.
See Automated Quality Control for more information
Why It Matters: Quality control should be flexible enough to match how you work and consistent enough to trust every close. Digits uses AI to understand your check, then runs it with logic that stays the same every time. Approved checks don’t change between runs or require manual review each month. Create a check once, and it runs the same way on every transaction, forever.
New Firm Dashboard for Client Work Management
What's New: The Firm Dashboard now includes a new list experience that gives accountants a firm-wide view of client work in one place.
View action item counts across five categories: Setup, Comments, Book, Reconcile, and Report. Search, filter, and sort clients based on where attention is needed most. Click any action item count to jump directly into that client's checklist at the relevant section and time period.
To view the new dashboard, click the List View icon in the upper-right corner of the Firm Dashboard.
For more information, see Understanding Your Firm Dashboard
Why It Matters: Instead of opening clients one by one to see what needs attention, you can quickly identify bottlenecks across all of your clients, prioritize work, and jump directly into the right task from a single view.
Digits MCP is now available in ChatGPT
What's New: Digits MCP is now available to all users through the OpenAI marketplace, making it easy to connect ChatGPT directly to your Digits data.
Why It Matters: Ask questions about your finances directly in ChatGPT using real-time data from Digits. Your AI workflows can now access the same live financial information available in your ledger, without switching between tools.
Removed Journal Entry Import Limit
What’s New: We expanded journal entry imports beyond the previous 200-line limit.
Why It Matters: You no longer need to split larger journal entry files into 200-line batches. Import more of your journal entry data in a single step.
Automatic Check Image Extraction and Matching
What’s New: When a bank statement containing check images is imported (via Connect, manual upload, or email) Digits now automatically extracts those images and saves them to Vault as individual files.
Digits then attempts to match each image to its corresponding transaction in the Ledger. For matched transactions, Digits uses the details from the image (payee, amount, memo) to improve the suggested party and category. Unmatched images remain in Vault and can be linked manually.
Why It Matters: By automatically extracting and matching check images, Digits improves transaction classification and creates a cleaner audit trail across statements, documents, and ledger activity.
Removed Bank Transaction Import Limit
What's New: We expanded bank transaction imports beyond the previous 200-line limit. Previously, large files had to be split manually and uploaded in batches. Now you can import bank transaction files of any size in a single step.
This update currently applies only to bank transaction imports. Journal entry imports are still limited to 200 lines, with improvements coming soon.
Why It Matters: Importing historical bank transactions used to mean splitting large files before you could even begin. Now you can upload everything at once and keep moving.
Automated Schedules, Built into the Ledger
What's New: Digits Schedules automates depreciation and amortization for fixed assets and prepaid expenses directly inside the ledger. Select an eligible transaction, choose your schedule type, and Digits pre-fills the assumptions. Review the draft, adjust anything you need, and finalize. All journal entries post immediately across the full life of the schedule.
See: Schedules
Availability: Digits Schedules is now available in our Digits for Firms offering. Speak with our solutions team to automate your accrual workflows inside the ledger with Digits.
Why It Matters: Month-end close has always required someone to maintain a separate workbook for every asset and prepaid on the books. Digits Schedules eliminates that entirely, keeping every schedule live inside the ledger where it belongs.
Reopen Checklist Tasks
What's New: You can now reopen tasks from the Done section if they were marked complete or dismissed by mistake.
This applies to tasks in Book, Reconciliation, and Reports.
Why It Matters: Fix mistakes without recreating work. If a task was closed too early, you can bring it back and continue where you left off.
Digits iOS 1.3: MFA, invoices, and bill capture improvements
What's New:
Added support for multi-factor authentication during sign-in, including authenticator codes, recovery codes, clearer retry states, and better handling for expired or locked challenges
Added line-item accounting dimensions for ledger invoices, so invoice products and line items can carry income category, department, and location details
Added a richer Bills empty state with direct actions to scan a bill, choose from Photos, or upload a PDF/image file
What's Improved:
Bill capture has been polished end to end, with smoother scan-to-review animations, clearer progress, and extracted values flowing into the bill detail header
Bill capture review now makes extracted fields easier to inspect, with focusable highlights and draggable field tags
iPad bill capture now better targets the split-view detail area during transitions
Invoice product selection now carries over saved accounting details, and new products can save their accounting defaults
Accounting pickers now scroll to the current selection, making category, department, and location edits faster
Bill detail headers now support vendor icons and a more dynamic visual treatment
Checklist quality-control reviews now combine related transaction issues and close related review items together when resolved
What's Fixed:
Magic-link and password login now pause correctly for MFA instead of treating MFA challenges as failed sign-ins.
Checklist loading avoids redundant refreshes while a matching request is already in flight.
Document feature mapping now supports multiple feature groups, improving extracted bill field and line-item association.
Includes smaller visual polish, reliability improvements, and generated API updates needed for the new invoice, MFA, and bill capture behavior.
Why It Matters: More secure access, better invoice accuracy, and a faster bill capture workflow.
You can move from scanning a bill to reviewing and categorizing it with less friction, while keeping accounting details consistent across invoices.
Multi-Account Bank Statement Import
What's New: You can now import transactions from specific accounts within a multi-account bank statement and reconcile all of them from a single file.
Why it matters Multi-account statements no longer need to be split or uploaded separately. Select the accounts you want to bring in and handle everything from one place, saving time during reconciliation.
Download Reports with Attachments
What's New: When downloading reports, attachments are now automatically bundled into a single ZIP file alongside the report PDF. Reports without attachments are downloaded as PDFs.
Why It Matters: Previously, attachments had to be handled separately. Now everything travels with the report in one download: cleaner handoffs, fewer missing files, and no extra steps to gather supporting documents.
Native Invoicing in the Digits Ledger
What’s New: Invoicing is now built directly into the Digits ledger.
You can now assign categories and dimensions at the line item level, giving them far greater control over how they track revenue.
We’ve also redesigned the invoicing workflow to make it faster and more intuitive—from creation to delivery. Less context switching, fewer steps, and a cleaner experience overall.
Note: Currently rolling out to new customers and those not yet using invoicing. Existing customers will be migrated over the next few weeks.
Why It Matters: Revenue data now lives in the same system that processes the rest of your books. That means cleaner reporting, more consistent categorization, and less manual cleanup later.
Digits iOS 1.2: Shortcuts, Reports, & Checklist Improvements
What’s New:
Added Siri Shortcuts for common Digits workflows, including opening Checklist, Bills, sent invoices, and overdue invoices
Added Spotlight integration so indexed Digits items can be found more easily from iOS search.
Added full report package PDF downloads, replacing single-statement export behavior for report packages.
Expanded Checklist with Urgent items, quality-control review support, and richer transaction review context.
Added in-app statement uploads from checklist items for auto-reconciliation.
Improvements:
Improved offline behavior across invoices, checklist, documents, and cached session state
Disabled network-only actions while offline and added clearer offline messaging where relevant
Refreshed home screen icon colors and improved visual accents in action item details
Improved invoice loading with cache-first behavior and cleaner refresh handling
Updated abbreviated currency formatting to use small-caps suffix styling
Fixes
Resolved issues with Terms of Service prompts appearing offline
Improved invoice discount handling so invoices and line items follow the one-discount rule
Removed noisy slow-connection banner behavior
Included bug fixes and stability improvements across navigation, sharing, checklist, reports, invoices, and cached data flows
Why It Matters: Faster access, better visibility, and more reliable workflows on mobile.
You can move through core tasks like reviewing transactions, uploading statements, and accessing reports with fewer steps, even when offline.
Firm Branding Across the Client Experience
What’s New: Firms can now apply branding across client-facing experiences in Digits.
Note: Firm Branding is available to eligible Digits partners based on their partnership agreement. If you don’t see this option in your settings, please reach out to your Digits contact for more information.
When Firm Branding is enabled at the organization level, your logo and theme color appear in places like report covers and the app footer for your clients.
To enable, go to Firm Settings → Branding.
Why It Matters: Your firm’s branding now carries through to client-facing experiences, not just your internal profile.
Improved: Sync Investment Accounts via Your Plaid Connection
What's New: Digits' Plaid connector now supports investment accounts. You can add investment accounts when setting up a new Plaid connection or when adding them to an existing connection for any institution that supports them.
Note: There is a known issue with Mercury that may prevent some investment transactions from syncing. We’re working with Plaid and Mercury to resolve it.
Why It Matters: Investment activity can now be included alongside your existing accounts, giving you a more complete view of financial activity in one place.
Digits MCP is now available
What's New: Connect your ledger to Claude, ChatGPT, Cursor, and any other MCP-compatible AI tool. Query your real financial data directly from the AI tools you're already using. Digits models your books as structured objects, so AI can reliably surface vendors, transactions, and categories from your actual ledger.
Setup takes minutes: add the connector, authenticate, and you're live.
Why It Matters: Most accounting systems are only up to date after someone clears the bank feed or syncs disparate systems, which means the books, and any AI running on them, are always behind. Digits auto-books and reconciles 95%+ of transactions, so Digits MCP lets AI tools query clean, current financial data from the start.
Automated bank recs now fill gaps automatically
What's New: Automated Bank Recs now handle gaps between reconciled periods and new statements more clearly.
If there’s a gap between your last reconciled date and a newly uploaded statement, Digits will automatically create a draft reconciliation to fill that space.
For example, if your books are reconciled through January 31 and you upload a March statement, Digits will:
Create a reconciliation for March
Insert a draft reconciliation for February
This keeps your timeline continuous and avoids confusion during first-time reconciliation.
Why It Matters: Reconciliation timelines stay continuous, even when statements are uploaded out of order. No gaps to track down, no confusion about what’s been reconciled.
Ability to Delete Synced Transactions
What's New: Transactions synced via Connections such as Plaid, Stripe, or QuickBooks Online can now be deleted directly in Digits.
Why It Matters: This makes it easier to clean up duplicates or incorrect data.
Ask Digits Keeps Your Context in View
What’s new
Ask Digits now makes it easier to stay oriented while you work.
Search results stay pinned When you ask a question, your search results remain visible at the top of the panel, so you can reference them alongside the AI response.
Recent pages at your fingertips Ask Digits now shows your recently visited pages, so you can quickly jump back to where you were without retracing your steps.
Why It Matters: You no longer lose context while working in Ask Digits. Search results stay in view, and your recent pages are always within reach, so you can move faster and stay focused without repeating work.
Digits iOS 1.1 Polishes Navigation and Detail Views
What's New: Digits iOS 1.1 is out with a broad polish pass across the entire app. This includes:
Dashboard metric cards for connected accounts and data sources, with time-series views
In-app flow for updated Terms of Service and Privacy Policy
Richer, more consistent detail screens throughout the app
Improved bank account and credit card drill-downs
Cleaner navigation, with period selection moved into the navigation bar
Expanded party-role support and routing
Clearer reconciliation checklist views
More reliable refresh, deep linking, and offline messaging
Why It Matters: The app feels faster, clearer, and easier to navigate. Key information is easier to find, workflows are more intuitive, and the overall experience is more reliable wherever you’re working.
Improved: Checklist Period Timeline Selector
What's New: Checklist task counts in the sidebar now reflect all tasks across time, regardless of your selected period.
Your timeline view continues to show tasks by the selected month, quarter, or year, so you can focus on a specific period without losing visibility into the overall workload.
We also now automatically select the first period with assigned tasks, so you can jump in without adjusting filters.
Why It Matters: It’s easier to understand what needs attention at a glance. You get a clear view of total work while still being able to focus on a specific period, without confusion from shifting task counts.
We've Moved Our Changelog
What’s New: Our changelog now lives here in the Help Center.
If you’re subscribed via RSS, you’ll need to resubscribe using the new feed to keep receiving updates.
Why It Matters: Keeping the changelog in the Help Center makes it easier to find updates and stay in sync with what’s new in Digits.
A Clearer Path Through Your Checklist
What’s New: We've made a couple of updates to Checklist.
Setup and Collaboration are now combined into a single Urgent tab. This brings connection issues and open questions into one place, so you can quickly address anything that might block your close.
The Monthly Accounting section is now called Close, with clearer steps:
Book
Reconcile
Report
The date picker now appears in the header of the main task list, making it easier to navigate between periods as you work.
Why It Matters: We’ve simplified Checklist to reduce tabs, group related work, and make it easier to focus on what needs attention so you can move through your close more efficiently.
More Control Over Your Connected Accounts
What's New: You can now archive or delete individual accounts within a Plaid connection.
Archiving stops new data from coming in while keeping your existing data intact. Once archived, you can then delete the account to remove its data from your ledger entirely, including transactions in closed periods.
Each connection also shows when data was last synced from the source.
Why It Matters: Connected accounts change. Businesses close accounts, switch banks, or just need a cleaner ledger. Now you can handle that directly in Digits without affecting the rest of your connection.
Firm Dashboard Updates
What's New: The firm dashboard has a few small changes worth knowing about.
Client cards now show the plan each client is subscribed to. Hover over the icon to see the details.
Copying the ingest email now requires clicking the icon directly. A confirmation appears when it copies. This makes it easier to open the entity without triggering a copy by accident.
The org selector has been removed from the header. You can now switch orgs from the picker in the sidebar only.
Why It Matters: Plan visibility is now right on the dashboard, so you don't have to dig for it. The sidebar org picker keeps navigation consistent. And the tighter click target means fewer accidental copies when you're moving fast.
And finally… What is a tornado's favorite game to play? Twister
Digits, now on iOS 🚀
What’s New: The Digits app is now available on iPhone and iPad.
For the first time, you can run your business from anywhere with full access to your live financials. Check your cash, approve and pay bills, send invoices, capture receipts, and upload documents, all in real time.
With Ask Digits built in, you can also ask questions about your business and get instant answers, without running reports. This isn’t a companion app. It’s the full Digits experience, redesigned for mobile.
Why It Matters: Your work doesn't happen in one place, and now neither does your accounting.
Instead of waiting to get back to your desk, you can act the moment something comes up. Approve a bill at lunch, send an invoice right after work is done, or check your numbers before a meeting. Work gets handled as it happens.
The result is less backlog, faster decisions, and a business that stays up to date.
Work Ahead with Future-dated Transactions
What’s new: You can now create future-dated transactions in Digits.
Add them manually or import them into your existing workflows.
Once a future-dated transaction exists, the period selector will automatically update, allowing you to navigate to future periods.
Why It Matters: Plan ahead and stay proactive. With access to future periods, you can prepare work earlier, keep things moving, and avoid waiting on dates to catch up.
Documents is now Vault
What’s New: We’ve renamed the Documents tab to Vault.
This update better reflects what the space is designed for: a secure, centralized place to store and access your files inside Digits.
FAQs Has anything changed besides the name? No, functionality remains the same. Do I need to take any action? No action is required. Your documents are right where you left them, now in Vault.
Why It Matters: Vault isn’t just a list of documents. It’s where your important files live, organized and accessible when you need them. The new name brings more clarity to its purpose and aligns with how teams actually use it.
Client Removal Now Preserves Data
What’s new: Removing a firm-paid client no longer deletes their data.
When a firm removes a client, we now:
Disaffiliate the client from the firm
Move them to the Core for Business plan (they’ll only be charged once they log in and add billing)
FAQs Can the firm choose a different plan when removing a client? Currently, no. Clients are defaulted to Core.
Can the client choose a different plan? Currently, no; however, they can reach out to support to downgrade to Essentials after billing is set up, if they'd like
What happens if a client with no assigned users is disaffiliated? The client organization and legal entity are orphaned but will remain in the system.
Why It Matters: You can safely remove clients without risking permanent data loss. Clients keep access to their data and can transition smoothly to their own plan, reducing friction for both firms and operators.
And finally... Why don't scientists trust atoms? Because they make up everything.
Introducing Checklist: your new home for getting work done in Digits
What's new: We’re replacing Inbox with something more structured, more collaborative, and built for how accounting work actually gets done.
Instead of chasing tasks across tools or threads, everything is surfaced in a clear, step-by-step workflow.
What you’ll see in Checklist
Setup surfaces connection issues that could affect your books, like disconnected bank feeds or incomplete account setups. If something breaks, you’ll see an action item here so you can fix it before starting your close.
Collaboration brings every comment across Digits into one place, including transactions, bills, categories, and reconciliations. Review and respond without digging through individual records.
Bills & Invoices shows bills that need approval. Review, approve, reject, or delete. Once approved, bills are automatically recorded in the Ledger.
Book highlights transactions that still need categorization. Digits handles most automatically, and flags anything uncertain for review. Confirm the suggestion or update it before finalizing.
Reconcile surfaces anything that needs attention during close, including missing bank statements or accounts that require review after AI reconciliation.
Report is the final step in the monthly close. Review, finalize, and publish reports. Once published, they’re ready for clients to view.
Why It Matters: Checklist shifts your workflow from reactive to structured. Instead of managing work through an inbox, tasks are organized, owned, and surfaced at the right time. That means fewer surprises, less back-and-forth, and work that moves forward with clarity and momentum.
Justworks Now Available in Payroll Connections
What’s New: You can now connect Justworks in the Payroll section of Digits.
Why It Matters: If you run payroll through Justworks, you can now bring that data directly into Digits, keeping your books more complete and up to date without manual work.
Start Over, Without Starting from Scratch
What’s New: Both accountants and operators can now start over on a client or business without impacting billing.
This gives you a clean slate, restarting onboarding while keeping your existing subscription intact.
How to start over: Accountants: Go to Firm Settings → Clients, select a client, and click Start Over
Operators: Go to Settings → Subscription, open the Manage menu, and click Start Over
What to Expect:
All existing data and connections will be removed
You’ll go through onboarding again
Billing stays the same
The entity remains on the same plan
Why It Matters: You can reset and rebuild cleanly, without needing to recreate billing or set up a new subscription.
Financials Now Download as PDF or XLS
What’s New: In Financials, you can now download each report as either a PDF or XLS. This includes Profit & Loss, Balance Sheet, Cash Flow, AR Aging, and AP Aging.
Note: When you download the Financial Package in Digits, the Profit & Loss, Balance Sheet, and Cash Flow Statement are now included as PDFs instead of XLSX files. The package still includes a Trial Balance in XLSX and a Transaction List in CSV.
Why It Matters: You can choose the format that fits the job—PDF for polished sharing and presentation, or XLS for deeper review and analysis.
Unified Navigation Across All Account Types
What’s New: Operators now see the organization picker in the top menu—just like firms do. Previously, operators didn’t have an org picker and instead saw all of their businesses in a single flat list. Now the menu is hierarchical, with your organization at the top and your businesses listed underneath.
Why It Matters: This is a big improvement for operators with multiple businesses—it’s easier to navigate and scale. It also fixes an edge case where operators who also had another account type (like a demo, firm, or developer account) sometimes didn’t see “Add a Business.” Now the correct option shows up reliably based on what you’re doing.
Introducing Digits Essentials 🎉
What’s New: Digits Essentials is now available, built specifically for solopreneurs and early-stage businesses.
This plan includes access to most of the powerful features available in Digits Core, with a lighter feature set designed to keep things simple and affordable.
For businesses that need custom dashboards, integrations with tools like Ramp, BILL, and Stripe, or dimensions (departments and locations), Core remains the best fit.
Why It Matters: Essentials gives smaller businesses access to AI-powered accounting without paying for features they don’t need yet, making it easier to get started on Digits and grow into more advanced capabilities over time.
And finally… I used to work for an origami company… …but they folded. 🥁
Ask Digits Just Got Smarter
What’s New: We’ve upgraded Ask Digits based on how customers are actually using it.
✅ It can search your data more intelligently. Ask questions like: “Which restaurants have we ordered from on Uber Eats in the last 6 months?”
✅ It understands context. Ask things like: “Walk me through the highlights on this page.” Ask Digits now knows where you are in the product and responds accordingly.
✅ It’s more conversational. We’ve improved how Ask Digits responds to feedback — it’s more helpful, more natural, and less robotic.
Why It Matters: Ask Digits isn’t just a chat box — it’s your AI teammate. These updates make it faster to explore your data, easier to get answers in context, and more intuitive to work with day-to-day.
Payroll Connections Expanded with Finch
What’s New: You can now connect payroll data via Finch from 18 supported providers:
ADP Run
ADP Workforce Now
AlphaStaff
Counter Point HCM
ECCA
Heartland
OnPay
Paychex Flex
Paycom
Paycor
Payday Payroll
Paylocity
Proxus HR
QuickBooks Online Payroll
Sequoia One
Square Payroll
TriNet HR Platform (fka Zenefits)
UKG Pro
A payroll provider I need isn’t listed. Can I request it? Yes! Through Finch, we have access to additional providers with more involved onboarding requirements. If you’re willing to test with us, let us know—we’re happy to explore enabling it.
Why It Matters: This significantly expands payroll connectivity in Digits—making it easier to sync payroll data from the providers you already use. We’ve prioritized providers Finch identifies as most compatible to ensure the best experience possible.
✨ Smarter Departments & Locations
What’s New: For accounts that use Departments and Locations, Digits will now automatically suggest and fill these dimensions on transactions.
Why It Matters: This reduces manual tagging and helps keep dimensional reporting consistent. Digits learns from your existing patterns (including imported dimensions) and only fills departments/locations when it’s confident—so it won’t guess when things are unclear.
Edit Imported Departments and Locations
What’s New: You can now edit departments and locations (dimensions) that were imported into Digits from external sources like QuickBooks Online, Gusto, or other data connections.
To make changes, hover over a department or location and click
Why It Matters: Imported dimensions no longer have to stay exactly as they came in. You can adjust names or structure to better match how you manage reporting inside Digits—without being locked into your source system’s setup.
AI Executive Summary Now Available to Everyone
What’s New: The AI writing assistant for Executive Summaries is now available to all users.To use it:
Go to Custom Reports
Click + Run Report
Choose Executive Summary
Click into the Executive Summary text box at the top of the report
In the editing toolbar that appears, click the Digits logo to generate an AI-written summary
You can provide bullet points, draft notes, or guidance on tone, and the AI will turn it into a polished summary based on the text you include.
Note: The AI refines the content you provide. It does not automatically pull financial data into the summary.
Why It Matters: Drafting clear, professional report summaries just got faster. Whether you start with rough notes or structured bullet points, you can quickly generate client-ready insights—without spending extra time rewriting.
Collapse Ask Digits When You Need More Space
What’s New: You can now collapse Ask Digits into the bottom-right corner of the screen. By default, Ask Digits stays expanded in main views and automatically collapses when you open a details view—but you can also choose to keep it collapsed in both main and detail views.
To collapse it, hover over Ask Digits and click the > button to the right of the search bar.
Why It Matters: This gives you more room to focus on your work while keeping Ask Digits easily accessible. Your preference is saved in your browser, so it stays just the way you like it.
New: Starter Plan for Firms
What’s New: The Starter for Firms plan is now available for all new and existing Digits Partners. Priced at $35/month, Starter includes everything in Ledger Only, plus the ability for clients to view their own financials.
The Starter plan now appears when adding a new client alongside Low Volume, Ledger Only, and Digits Core. Partners with existing Low Volume or Ledger Only clients can also upgrade those clients to Starter by following the directions found here.
Why It Matters: Starter gives firms a new middle ground—keeping books fully managed by the firm while giving clients visibility into their financials, without moving all the way up to Core.
Cleaner Headers, More Room to Work
What's New: We streamlined headers across Digits. They’re now two lines instead of three—with a sticky top bar and a second bar that scrolls with the page—so you have more space for your work.
Dashboard views have been moved into a dropdown in the left sidebar, rather than at the top of the Home page.
Why It Matters: You get a cleaner, less crowded workspace and more screen real estate for your data. Moving dashboard views to the left nav also makes it easier to switch contexts without losing your place or competing with date controls.
Company Information Now Available via API
What’s New: The Digits API now includes an endpoint to retrieve company (entity) information for the account you’re connected to.
Why It Matters: This makes integrations more powerful and reliable by providing clear context about the business behind the data. It also unlocks smoother setup and data mapping for current and future integrations.
Learn more in the API docs: https://developer.digits.com/
Uncategorized Transactions Now Surface as Action Items
What’s New: Transactions marked as “Uncategorized”—whether ingested that way or manually flagged—will now correctly create action items and appear in your Inbox. Previously, manually flagged uncategorized transactions were treated as high-confidence and didn’t surface for review.
Note: This applies to newly ingested or newly flagged transactions going forward. Existing uncategorized transactions aren’t retroactively added as action items.
Why It Matters: Uncategorized transactions won’t slip through the cracks anymore. Anything that still needs a category will now be flagged clearly, helping you keep books clean and close-ready.
Clearer Connections Navigation + Faster Bank Search
What’s New: We updated the Connections experience to make it easier to find what you need. The left sidebar now groups connections into Banks & Cards, Payroll, Bills & Expenses, and Revenue. Within Banks & Cards, you’ll also see a list of commonly used institutions (powered by Plaid) so you can connect faster.
Why It Matters: Less hunting, fewer clicks. You can jump straight to the type of connection you’re setting up—and quickly spot popular banks and card providers without needing to search from scratch.
Associates Can Now Be Invited Before Adding Clients
What’s New: Firms can now invite Associates to join the firm before any clients are added. Previously, only Admins and Account Managers could be invited at this stage.
Why It Matters: This makes it easier to onboard your full team from day one. Associates can get access to the platform right away and explore Digits, and once they’re assigned to a client, they can start working—without any extra setup.
Client Pays Is Now Available for All Firms 🎉
What’s New: Firms can now choose Client Pays when adding a new client. With Client Pays, the client pays for their own Digits subscription, while the firm still has visibility into the account and setup status. After you send the invite, the client completes onboarding by entering payment details and connecting at least one financial account to activate their account.
Note: Client Pays is only available for new clients and only supports the Digits Core plan.
Why It Matters: You can keep your existing workflow—your firm runs the books in Digits—while giving clients a straightforward way to pay for their own subscription.
Lastly…What do you call a snake that is 3.14 meters long? A pi-thon 🐍🥧
Check Images Now Match to Ledger Transactions
What’s New: When you upload a check image to Documents—or email one into Digits—it will now automatically process the check details and match the image to an existing ledger transaction, if one is found
Why It Matters: Attaching check images to the right transactions just got easier. Instead of manually hunting for matches, Digits helps connect supporting documents automatically—keeping your ledger cleaner and your audit trail stronger.
Easier Statement Reference During Reconciliations
What’s New: When reconfiguring a reconciliation, you can now more easily reference the relevant bank statement directly in the flow.
Why It Matters: This makes reconciliation updates faster and less error-prone, so you can confirm details and make changes with confidence, without jumping between screens or hunting for the right statement.
Trial Balance Now Available via Digits Connect API
What’s New: The Digits Connect API now supports retrieving a Trial Balance statement.
Why It Matters: This makes it easier to pull trial balance data into external systems, automate workflows, and keep financial data in sync—without manual exports.Learn more in the API docs: https://developer.digits.com/
Import Transactions from Bank Statements
What’s New: You can now import transactions directly from bank statements (PDF, PNG, JPG, and JPEG), not just CSV files.
Why It Matters: This makes it easier to get transactions into Digits when a CSV isn’t available. Just upload the statement you already have and keep your books moving. No manual conversion required.
Improved: Faster Bank Reconciliations for Large Statements
What’s New: Automated bank reconciliations now support much larger statements (up to ~450 pages, increased from the previous ~150-page limit). We’ve also improved processing speed, so large statements reconcile faster and more reliably.
Why It Matters: Whether you’re dealing with high-volume accounts or unusually long statements, reconciliations are now smoother, faster, and less likely to hit limits, saving time and reducing manual work.
Invite Colleagues Before Adding Your First Client
What’s New: Firms can now invite colleagues to join as Admins or Account Managers before adding their first client. Invites are sent from Firm Settings (not from a demo). Once invited, each teammate can create and use their own demo client from the firm dashboard.
Why It Matters: This removes a common setup blocker and makes it easier to onboard your team from day one—so you can get roles and access in place before you start adding real clients.
Cost of Revenue Dashboard Added on Home
What’s new: The Home page now includes a Cost of Revenue dashboard view, separate from Expenses. We also renamed Overview to Highlights, since Expenses, Revenue, and Cost of Revenue each have their own Overview section—and we wanted to avoid confusion.
Why it matters: Separating Cost of Revenue from Expenses makes it easier to understand your margins. And the new Highlights name makes it clearer what you’re looking at on Home, especially when the other views have different layouts and sections.
Ask Digits Now Cites Help Center Answers
What’s new: Ask Digits now references and cites Help Center documentation when answering questions about the Digits platform. Responses are scoped to your context—firm or business—and new Help Center content becomes available to Ask Digits as soon as it’s published.
Why it matters: You get clearer, more trustworthy answers backed by official documentation—right when you need them. Over time, this also means faster self-serve support and fewer “where do I find that?” moments as Digits evolves.
Flexible Dates Across Digits
What’s new: Date selection is now fully flexible across Digits—not just in Reports. You can choose a day range, as-of date, month, quarter, year, or custom range across dashboards, financial statements, AR/AP reports, the ledger, and more.
Why it matters: You can now get the exact numbers you need for any point in time—without exporting, doing manual date math, or jumping between pages.
Billing Addresses for Digits Subscription Sales Tax
What’s new: Starting 12/15, we’re collecting billing addresses to calculate sales tax on Digits subscriptions. During onboarding, you’ll be prompted to add a billing address, and you can view or update it at any time in Firm Settings or Business Settings under Subscription.
Previously onboarded operators and accountants will be taxed on their subscription using their payment method ZIP code until a billing address is provided.
Why it matters: This helps Digits charge the correct subscription sales tax based on your billing address.
Smarter Default Dates for New Transactions
What’s new: We’ve updated how Digits selects the default date when you create a new transaction. Instead of always defaulting to the last day of the previous month (the old behavior), new transactions now default to the last day of the period you’re currently viewing. If that period ends in the future, we’ll default to today instead.
For example:
Viewing Q3 2025 → default date is September 30, 2025
Viewing Q4 2025 → default date is today
When duplicating or reversing a transaction, the date will always default to today.
Why it matters: This makes it easier to keep transactions aligned with the period you’re working in, while avoiding accidental future-dated entries. You get smarter defaults that match your workflow—and less manual date editing along the way.
Drag & Drop Straight Into Ask Digits
What’s New: You can now drop files anywhere on your screen, and Ask Digits will instantly catch them and send them to Documents. A new visual overlay guides you as you drag, uploads show progress right in the bar, and you’ll get a notification with a direct link once your file is ready.
Why it matters: Uploading documents just got effortless. Whether you're reviewing transactions or reconciling accounts, you can drop files from anywhere and keep moving. No extra clicks, no breaking your flow. Digits handles it in one smooth motion.
Improved: Export Reconciliation Reports to PDF
What’s new: You can now export reconciliation data as a PDF. Generate a report for a single reconciliation or export them in bulk for a specific time period across multiple accounts, so you have a clean, shareable record of your work.
Why it matters: For audits, reviews, or your own files, you can easily keep a permanent copy of reconciliations outside of Digits—no screenshots, no manual cobbling together—just a ready-to-file PDF.
Meet Ask Digits: Your AI Command Center 🎉
What’s new: Ask Digits is your AI command center inside Digits. You can ask it anything about your finances—cash, expenses, revenue, vendors, categories, trends, and more—and get instant answers, right on the page you’re already on.
Why it matters: Instead of hunting through reports or switching tools, you can just ask a question and keep going. Ask Digits gives you quick clarity on your numbers and helps you stay in flow while you manage your finances.
New! Email Your Documents Directly to Digits
What’s new: You can now send documents to Digits by email. Digits automatically recognizes Bills, Receipts, and Statements and routes them into the right workflows, while other common file types like Word, Excel, and PDFs are saved into Documents.
Why it matters: You can now work directly from your inbox—no extra portals, no manual uploads. Just email documents to Digits, and they’ll arrive already sorted, organized, and ready to use, helping you keep your finances cleaner and reducing the chances of anything slipping through the cracks.
New: Email Notifications for Paid Invoices
What’s new: Users who send invoices will now receive an email notification when an invoice is paid.
The notification is sent to the email address listed on the invoice profile, keeping the sender in the loop without needing to check manually.
Why it matters: It’s now easier to track invoice payments without constantly checking Digits; senders get notified automatically when a payment comes through.
Improved: Line Item Handling in Bill Pay
What’s new: Line item processing in Bill Pay just got an upgrade. When splitting bills, you’ll now see line-level discounts, overall discounts, and tax listed as individual line items.
Why it matters: This update gives you greater clarity and control when working with detailed vendor bills, ensuring every dollar is tracked and split correctly.
New: Automated Receipt Linking
What’s new: Digits now automatically links uploaded receipts to their matching transactions in the Ledger—no manual matching required. When you upload a receipt (PDF or image) to the Documents section, Digits will extract key details like amount, date, and party, and link it to the corresponding transaction. You can view linked transactions directly from the receipt detail view.
What to know:
Only new uploads are processed (documents already in Digits won’t be retroactively matched).
If no match is found, the document will remain unlinked for now—but future updates will surface those for manual review.
Why it matters: This update removes the tedious work of finding and attaching receipts manually, saving time and helping ensure every transaction has the backup it needs for audit and tax purposes.
New: Tag Departments & Locations in Inbox Action Items
What’s new: Inbox Action Items now support Department and Location tagging. When reviewing a transaction, you’ll see dropdowns next to Category for easy assignment.
Why it matters: Add context and improve reporting accuracy by tagging departments and/or locations as you work—no extra steps required.
Location Tagging, Reporting, and Visualizations Now Live
What’s new: Digits now supports Locations, unlocking a new dimension for organizing and analyzing your financials. You can now:
Create, edit, and manage locations in the Locations Manager
Tag transactions by location in the Ledger
Break down Profit & Loss reports by location
Create charts to analyze categories by location
Why it matters: Whether you operate in multiple offices, regions, or storefronts, location-level tagging and reporting give you clear, actionable insights—without spreadsheets or manual tracking.
Enhanced: Statement Options in Financials
What's new: The Financials tab now includes statement configuration options—just like in Reports—so you can adjust views and layouts directly from the tab.
Why it matters: More control and context, right where you need it—without extra clicks. Customize your financial views without switching tabs—making it faster to review and present financials your way.
New: Department Visibility in Transaction Tables
What's new: You can now view, filter, and sort by Departments directly in transaction tables—making it easier to analyze activity across your business.
On smaller screens, department details are tucked inside the Category column dropdown to keep things clean and readable.
Why it matters: This gives you faster insights into how transactions break down by department—without needing to export or dig into reports.
Improved: Capture Client Removal Reasons
What’s new: Firms are now asked to provide a reason when removing a client from Digits.
The reason is included in the internal cancellation message sent to our team, helping us better understand churn.
Why it matters: This gives us valuable insight into why clients leave, helping us improve the experience for all firms.
Enhancement: New Collect Experience for Operators
What's new: Digits Collect (formerly Get Paid) has a new look! We’ve redesigned the UI to better match the rest of the Digits experience—making it faster and easier to track payments, review invoices, and stay on top of your available balance.
Why it matters: A cleaner, more intuitive experience means you can collect payments and manage cash flow without confusion—just clarity.
Closed Periods Now Enabled for All Operators
What's new: Closed Periods are now automatically enabled for all operators and business owners in Digits.
Why it matters: With Closed Periods on by default, business owners can confidently preserve historical data and avoid unwanted changes—especially after completing a close or sharing reports.
Enhanced: Image Uploads Now Supported for AI Bank Reconciliations
What's new: AI Bank Reconciliations now supports uploads from JPG and PNG image files, in addition to existing PDF support.
Why it matters: This update provides increased flexibility in how you submit bank and credit card statements. Whether you have a PDF scan or a simple image capture, you can now seamlessly drop your file into Digits for automatic matching, speeding up your reconciliation process and getting you to a faster close.
New: Low Volume Plan Now Available for Partner Firms
What’s new: Firms in the Digits Partner Program can now select the Low Volume plan when adding a client—available for $10/month.
This plan is designed for clients with minimal activity (up to 250 transactions per year) who need bookkeeping support for year-end or tax prep, but not full feature access.Limitations include:
Up to 250 transactions per year
No Dimensions
No Stripe or Payroll integrations
No third-party Connect API apps
Client access is limited to comments and document uploads
Why it matters:The Low Volume plan gives firms a clean, cost-effective home for clients like trusts, estates, or SPVs—where simplicity matters. No need for spreadsheets or legacy tools—just accurate, organized books, ready when you need them.
New: Bulk Comment on Transactions from the Ledger
What’s new: Accountants and users with Ledger access can now bulk-select transactions and leave a single comment for review or follow-up.
The recipient will get one web and email notification with a direct link to the Inbox → Transactions section, where they can take action on all relevant items.
Why it matters: This makes it faster to flag multiple transactions at once, saving time, reducing back-and-forth, and keeping your review workflow streamlined.
Enhancement: Better Visibility Into What’s Due and Paid
What’s new: We’ve enhanced how Digits handles imported bills and invoices, making them easier to find, understand, and manage.
Updates include:
Imported bills and invoices are now available as transaction types in filters
Transaction detail views now include bill/invoice number, due date, and payment date fields
A payables panel shows when a transaction is linked to an external bill or invoice
Related transactions are listed for each bill or invoice, including partial payments
Users can navigate between related bills, invoices, and payment transactions
A status banner shows whether a bill or invoice is paid or outstanding, with the payment date and a link to the payment transaction
Why it matters: You don’t have to dig through multiple screens to understand a bill or invoice. Now, everything is in one place, so you can track what’s owed, what’s paid, and what needs your attention.
New: Introducing AI Bank Reconciliations
What’s new: Reconciliation in Digits just got a major upgrade. You can now drop a bank or credit card statement and let Digits match every transaction—automatically.
Here’s how it works:
Upload a Statement – Drop your PDF into Reconciliations or Documents.
Let Digits Auto-Match – Digits reads, matches, and drafts the reconciliation in minutes.
Review Flags – Spot anything that needs a second look.
Finalize – Once balances match, click Finalize. Done.
Why it matters: Digits now handles the heavy lifting, automatically matching transactions, flagging exceptions, and speeding up your close. Reconciliations are now faster, smarter, and built for review, not busywork.