I'm here to help you with the docs.
Manage your complete general ledger, reconciliations, categories, and tax workflows in one place for accurate, audit-ready books.
Ledger:
Explore every client transaction with the Digits Agentic General Ledger™
Record income, expenses, refunds, or adjustments in Ledger.
Create and manage balanced multi-line journal entries.
Track funds between accounts with clean, matched entries.
Split charges across categories for accurate reporting.
Edit or reclassify transactions across all sources.
Match/unmatch transactions as needed.
Upload CSVs to add bank or card transactions manually.
Store and link files like receipts or W-9s to entries.
Lock periods to protect finalized financials.
Export CSVs or full financial packages for reviews or audits.
Reconciliations:
Track monthly progress and finalize reconciliations fast.
Auto-match statements to the ledger with smart flags.
Manually build reconciliations for unmatched accounts.
Category Manager:
Create, edit, and organize your full chart of accounts.
Upload or update categories in bulk via CSV.
Dimensions:
Track and report financial activity by department.
Accounting & Ledger:
Learn how Digits handles cash and accrual accounting methods.
Review 1099 eligibility, W-9 status, and year-end tax workflows.
Fix cash total issues by reviewing and correcting opening balances.
Common ledger, categories, entries, and reconciliation questions.
