Changelog

Follow up on the latest improvements and updates.

RSS

What’s new:
Firms in the Digits Partner Program can now select the Low Volume plan when adding a client—available for $10/month.
image
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 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

Business Owners

Accounting Firms

All Users

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.
Cursor_and_Michelle_s_Demo_Clie…___Ledger
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.

improved

Business Owners

Accounting Firms

All Users

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.
bill
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

Business Owners

Accounting Firms

All Users

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:
  1. Upload a Statement
    – Drop your PDF into Reconciliations or Documents.
  2. Let Digits Auto-Match
    – Digits reads, matches, and drafts the reconciliation in minutes.
  3. Review Flags
    – Spot anything that needs a second look.
  4. 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.
image
What’s new
:
We’ve upgraded our Gusto connection for all customers.
Enhancements include:
  • Departments now sync from Gusto and apply directly to journal entries
  • Journal entries now include more detailed line items, like Dental, Health, and Vision Insurance
Why it matters:
You get clearer, more accurate payroll data—automatically structured and tagged for better reporting and faster reviews.

new

Business Owners

Accounting Firms

Accounting Firm Directory Now Live

What's new:
The
Digits Accounting Firm Directory
is now live at accountants.digits.com.
  • Firms
    joining the Directory stand out as AI-native advisors—and can connect with businesses looking for modern, automation-first accounting partners.
  • Operators
    can connect with trusted, Digits-Certified accounting firms—trained in automation, real-time data, and modern financial workflows.
Cursor_and_Digits_Accountant_Directory
Why it matters:
For businesses, the Directory makes it easy to find trusted, Digits-certified firms. For accountants, it’s a way to showcase your expertise and connect with clients who value modern, accurate financials.
What’s new:
Digits now supports Departments—giving users a powerful new way to organize and analyze their financials.
You can now:
  • Create, edit, and manage departments in the new
    Departments Manager
  • Tag transactions by department in the Ledger
  • Break down Profit & Loss reports by department
  • Create charts to analyze categories by department
image
Why it matters:
Whether you're managing multiple teams or advising clients with complex org structures, department-level tagging and reporting give you sharper insights into how different areas of the business perform—without the need for manual workarounds or external tools
image
What’s new:
The Digits API is now publicly available—enabling accounting firms, platforms, and developers to integrate directly with Digits.
You can explore the API preview and documentation at developer.digits.com, including:
  • Full API specs
  • Developer guides
  • Integration best practices
  • How Digits works under the hood
This is a preview release, and there’s much more to come. The Connect API team is actively building—please share your use cases, questions, or feedback by emailing us at developer@digits.com.
Why it matters:
Whether you're an accounting firm looking to streamline your internal systems or a developer building something entirely new, the API gives you direct access to Digits data and workflows—on your terms.
We’re just getting started. Let us know what you think and help us shape what's next.
What's new:
When bulk importing categories via CSV, Digits now supports duplicate category names under different parent categories—as long as the parent is unique.
For example, you can now import “Gas” as a child under both “Plane” and “Boat” without errors.
image
If your category structure includes identical parent names deeper in the hierarchy, use the new
“Parent Category Number”
column to specify the correct parent by its display number.
Why it matters:
Users will have more flexibility and fewer import errors when building detailed category structures.
What's new:
You can now download the original image or PDF that was used to create a Bill—directly from the Bill’s detail page.
  • If the Bill has already been paid, the
    Download
    button will appear in the top right.
image__4_
  • If the Bill is still open,
    Download
    will appear in the
    More Actions
    menu.
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Why it matters:
Stop chasing paper trails—now you can instantly access the original file behind any Bill, exactly when you need it.
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