Changelog
Follow up on the latest improvements and updates.
RSS
improved
Business Owners
Accounting Firms
All Users
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/
improved
Business Owners
Accounting Firms
All Users
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
Business Owners
Accounting Firms
All Users
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.improved
Accounting Firms
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.improved
Business Owners
Accounting Firms
All Users
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.improved
Business Owners
Accounting Firms
All Users
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.new
Business Owners
Accounting Firms
All Users
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.new
Business Owners
Accounting Firms
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.new
Business Owners
Accounting Firms
All Users
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.new
Business Owners
Accounting Firms
All Users
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.Load More
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