Thank you so much for your thorough and thoughtful review!
Super thrilled to hear that Digits is making managing your financials so much easier (and enjoyable) compared to other options out there ✨
Completely understand how important it is to have the flexibility to export reports so I'm happy to let you know that you can absolutely do that with Digits. There are two ways to go about this -- The first is on a report page, head to the section you'd like to export (ie. Cash Flow) and click the "..." in the upper right corner. You'll be presented with an export function! OR if you'd like to save the whole report – head to a report page, hit file then select print (or use the shortcut cmd+p) and you have the option to save the report as PDF.
As for tasks like double checking your bookkeepers work, you're right – you can use QBO to do this. I did want to let you know that you can actually use Digits to accomplish the same result. Meaning you can access the transaction level and bookkeeping data directly within Digits. On top of that, you are able to invite your accountant directly into Digits and collaborate with them there as well!
To look at the granular details head to the "Analysis" page → then head to the relevant category or transaction and from there you will see the details, how it's been accounted for, etc. As for inviting your accountant to Digits – head to settings > team members > then invite the appropriate person to work with you in Digits! This will allow you to tag them into comments on transactions, reports, etc. wherever you might have questions or looking for additional context.
We're thrilled to hear you're confident and proud sharing your Digits reports! 👏🥹
Thanks again for recommending Digits, and we'll be in touch to follow up on the above and answer any other questions you have!
- The Digits team
