# Ask Digits

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Ask Digits is your AI command center inside Digits—an always-on assistant that helps you ask questions, start work, and stay on top of tasks without leaving the page you’re on.

At a glance, Ask Digits lets you:

* **Ask about your numbers** — cash, expenses, revenue, vendors, categories, trends, and more
* **Get product help from Digits documentation** — Ask Digits can answer “how do I…?” questions using information from **help.digits.com**
* **Kick off actions** — open flows to create transactions, invoices, or reports
* **Surface tasks** — see questions, flags, and approvals that need attention
* **Process documents** — upload or forward statements, bills, and receipts
* **Stay accurate & secure** — powered by Digits’ own modeling engine

***

### **Ask Digits about your Financials**

Ask Digits gives you fast, reliable, data-backed answers from your actual ledger.

{% hint style="success" %}
**Examples:**

* **Spend questions**
  * “How much did we spend with Gusto last month?”
  * “What were software expenses in Q3?”
* **Vendors & customers**
  * “Show me top vendors by spend this year.”
  * “How much has Acme Corp paid us in 2025?”
* **Categories & trends**
  * “What did we spend on travel in October?”
  * “Compare marketing spend month over month.”
    {% endhint %}

***

### Open Your Checklist

Click the **calendar icon** to launch your Checklist.

{% hint style="info" %}
The badge count lets you know how many items need your attention.
{% endhint %}

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### Start Work with Quick Actions

Ask Digits doubles as a launcher for common workflows. From the Ask Digits bar, click the + icon to open flows for:

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* **Add Transaction**
* **Create Invoice**
* **Upload Bill...**
* **Run Report**
* **Start Reconciliations**
* **Upload Document...**
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### Search Transactions

You can use **vendor + amount** patterns to quickly narrow down specific transactions.\
For example, try typing:

* **Amazon 250**
* **Amazon: 250**

This helps pinpoint a transaction when you know *who* it involved and *about how much* it was.

From there, you can:

* **Expand full search results** for more context
* **Jump into the Ledger** to apply filters, review details, or take bulk actions

***

### Best Practices & Tips

* **Ask one clear question at a time.** Short, focused prompts work best.
* **Keep it simple.** Questions like *“What was Gusto payroll spend last month?”* perform better than multi-part prompts.
* **Ask follow-ups.** Use its response as a jumping board. Have a conversation to get more information or guide it in the right direction.
* **Use it as a starting point.** Treat Ask Digits like a helpful assistant—confirm important details in the Ledger or Financials, especially before sending anything to clients.
* **Share feedback.** If something feels confusing, incorrect, or incomplete, send an example to Support. That input directly helps improve Ask Digits.

***

### Frequently Asked Questions

<details>

<summary>Where can I find Ask Digits?</summary>

Log in to Digits and look for the **Ask Digits…** bar at the bottom of the screen. You can click it, or use **⌘ + K** (Mac) / **Ctrl + K** (Windows) to open it.

</details>

<details>

<summary>How do I collapse or expand Ask Digits?</summary>

You can collapse Ask Digits into the bottom-right corner of the screen to free up space while you work.

By default, Ask Digits stays expanded in main views and automatically collapses when you open a details view. You can also choose to keep it collapsed in both main and detail views.

To collapse Ask Digits, hover over it and click the **`>`** button to the right of the search bar.

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</details>

<details>

<summary>What kinds of questions can I ask?</summary>

<table><thead><tr><th>What you can ask Ask Digits to do</th><th width="125.5625">Supported?</th><th>Details / Examples</th></tr></thead><tbody><tr><td>Answer <strong>spend questions</strong></td><td>✅</td><td>“How much did we spend with Gusto last month?” “What were software costs in Q3?”</td></tr><tr><td>Answer <strong>vendor &#x26; customer questions</strong></td><td>✅</td><td>“Top vendors by spend this year?” “How much has Acme Corp paid us in 2024?”</td></tr><tr><td>Answer <strong>category-level questions</strong></td><td>✅</td><td>“What did we spend on travel in October?” “Compare marketing spend month over month.”</td></tr><tr><td>Help with <strong>quick navigation</strong> (jump to data/pages)</td><td>✅</td><td>Use search-like queries to jump to transactions, vendors, customers, or reports.</td></tr><tr><td>Use <strong>recent context for follow-ups</strong></td><td>✅</td><td>Follow-ups like “What about last quarter?” often work within the same session.</td></tr><tr><td><strong>Create reports</strong> for you</td><td>⛔</td><td>It can’t create or save new reports... yet.</td></tr><tr><td><strong>Post or edit transactions / journal entries</strong></td><td>⛔</td><td>No creating or editing entries in the ledger.</td></tr><tr><td><strong>Create invoices or bills</strong></td><td>⛔</td><td>It won’t draft or send invoices/bills for you.</td></tr><tr><td>Render <strong>charts or graphs directly in the chat</strong></td><td>⛔</td><td>Planned, but not live yet.</td></tr><tr><td>Answer <strong>tax, legal, or compliance questions</strong></td><td>⛔</td><td>It may decline or redirect you to support or your advisor.</td></tr></tbody></table>

</details>

<details>

<summary>Can Ask Digits create or post transactions and invoices for me?</summary>

Not yet. Ask Digits can open flows to create transactions, invoices, reports, or uploads, but **you still review and submit**.

</details>

<details>

<summary>Does Ask Digits remember everything I’ve ever asked?</summary>

No. It keeps **short-term context** for your recent questions so simple follow-ups (like “What about last quarter?”) often work, but it does not store full long-term history today.

</details>

<details>

<summary>Can Ask Digits answer tax or legal questions?</summary>

No. Ask Digits is intentionally limited here and won’t provide tax, legal, or compliance advice. Please consult your advisor for those questions.

</details>

<details>

<summary>Is Ask Digits secure and accurate?</summary>

Absolutely! Ask Digits runs entirely inside Digits, using your real ledger data. You get accurate calculations, consistent answers, and **enterprise-grade security** for your financial data.

</details>

<details>

<summary>How is Ask Digits different from regular search?</summary>

Search helps you **find specific records** (like transactions or vendors). Ask Digits can do that, *plus* answer natural-language questions, show tasks, and start common workflows from the same bar.

</details>

***

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Got a question or feedback? Our team is all ears—come say hello!
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<p align="center"><a href="https://portal.usepylon.com/digits/forms/get-in-touch-with-digits-support" class="button primary" data-icon="envelope-open-text">Contact Digits Support</a></p>
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***


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.digits.com/business-home/ask-digits.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.