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