Essentials
Highlights
- Core Accounting
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Included
- Ledger
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Drill from category to transaction
Included - 24/7 AI Bookkeeping & Reconciliation
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Books that keep themselves
Included - Bank & Payroll Connections
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12,000+ banks, cards, and payroll providers
Included - Category Manager
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Build and bulk-edit categories
Included - Financials
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Profit & Loss, Balance Sheet, and Cash Flow – always up to date
Included - Checklist
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Keep your team on track
Included - Home Dashboard
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Visualize your business’ financial health
Included - Collaboration
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Threaded comments, right where you work
Included - Vault
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Centralized statements, receipts, and contracts
Included - Digits Mobile
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Native apps for iPhone & iPad
Included - Vendor & Customer Tracking
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Manage who you do business with
Included - Developer API & MCP
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Your ledger, connected
Included - Quality Checks
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Every transaction coded and documented
Included - Advanced Quality Checks
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Balances, materiality, and exposure
Included - Bill Pay
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Drag, drop, approve, pay
Included - Invoicing
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Create professional invoices in seconds
Included - Roles & Permissions
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Firm roles plus per-client permissions
Included - Dimensional Accounting
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Department and location tracking
Excluded - Automated Schedules
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Automated schedule detection and entries
Excluded - Custom Reports
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Firm partners — Build and publish investor-ready reports
Limited - Custom Dashboards
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Firm partners — Drag-and-drop charts, graphs, and KPIs
Limited - Budget vs. Actuals
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Import budgets and report the variance
Excluded