Changelog
Follow up on the latest improvements and updates.
RSS
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.new
Business Owners
Accounting Firms
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.new
Business Owners
Accounting Firms
All Users
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
Business Owners
Accounting Firms
All Users
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.Learn more here: Sending Documents to Digits by Email
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.Load More
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