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.

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.

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.

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.

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.

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.

The Digits API now includes an endpoint to retrieve company (entity) information for the account you’re connected to.

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/

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.

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.

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.

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.

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.

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.

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.

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.

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What do you call a snake that is 3.14 meters long?

A pi-thon 🐍🥧

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

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.

When reconfiguring a reconciliation, you can now more easily reference the relevant bank statement directly in the flow.

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.