Automated Quality Control

Automated Quality Control (QC) helps operators catch issues in a business’s books before close. QC runs automated checks continuously, then surfaces anything that may need review as action items in the Review section of the Checklist.

Digits QC is built for consistency and reliability, so operators can apply the same review standards every month without manually rechecking the same criteria.

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Available Checks

Check	On by default?	What it flags
Uncategorized	Yes	Transactions with no category assigned
Low Confidence Category	Yes	Transactions where Digits isn't confident in its categorization
Missing Vendor	Yes	Expense transactions with no vendor assigned
Missing Customer	Yes	Income transactions with no customer assigned
Missing Receipt	Yes	Transactions with no receipt attached
Missing Invoice	No	Transactions with no invoice attached
Missing Department	No	Transactions with no department assigned
Missing Location	No	Transactions with no location assigned
Unusual Spend	Yes	Spending that looks anomalous compared to historical patterns for that category
Material Expense	No	Flag expense transactions above 1% of annualized total expenses (annualized from average monthly Expenses and Other Expenses over the last 3 complete months), excluding Payroll Expenses
Transaction in Parent Category	Yes	Transactions categorized to a non-leaf (summary) category

Checks that are off by default can introduce noise if enabled without review, so they're disabled until you're ready to use them.

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Turning Quality Checks On or Off

1. Open the Checklist to either the Book or Review section.
2. Click Edit Agent Instructions, or click the gear icon next to any flagged check group.

1. Select the check you want to enable or disable from the left (e.g., Uncategorized, Missing Vendor, Missing Customer).

1. Use the toggle in the top right to turn the check on or off.
2. Confirm the change in the prompt that appears.

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How to Customize Quality Checks

Most checks can be customized with plain English instructions. Just describe what you want Digits to look for, and Digits turns those instructions into a reliable check.

To edit a check's instructions:

1. Open the Checklist and click Edit Agent Instructions, or click the gear icon next to any flagged check group

1. Select the check you want to enable or disable from the left (e.g., Uncategorized, Missing Vendor, Missing Customer)
2. Click Edit.

When writing or editing checks:

Tagging vendors and categories matters When writing instructions, tag vendors and categories using @ mentions rather than typing them as plain text.

You can write naturally Instructions can be written conversationally — "ignore Gusto and United Healthcare, I don't need to review these at all" works the same as more formal phrasing. The system interprets what you mean and compiles it into a check.

1. Click Preview

How the Preview Works:

After you enter an instruction, Digits generates a preview showing:

• A plain-English summary of the logic Digits compiled from your instructions
• Up to 20 example transactions that would be flagged or excluded by the check

Review the summary carefully before saving. It reflects the actual logic Digits will run, not just a restatement of what you typed.

If the summary doesn’t match your intent, revise your instruction and generate a new preview.

The preview may take a few moments to load. If your instruction includes text that the system can’t act on, Digits automatically filters it out before compiling the check.

1. Click Save and Run to apply your instructions and run the check. Or, click Cancel to go back and make changes.

✨ Once you click Save and Run, the updated check runs immediately across transactions. Action items in the checklist will update to reflect the new results. A status indicator will show when the run is complete.

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Frequently Asked Questions

Why are some checks off by default?

Checks like Missing Receipt and Missing Department can generate a large number of action items if turned on without review. They're off by default, so you can enable them intentionally when your workflow is ready.

What if my instruction doesn't do what I expected?

Read the summary in the preview panel — it describes what Digits understood. Revise your instruction and re-run the preview before saving. Tagging vendors and categories with @ mentions rather than plain text tends to produce more reliable results.

Does the check run continuously or just once?

Continuously. Every new transaction or edit to the books triggers the check to run again. You don't need to manually re-run it each month.

Will QC items disappear after I complete a related task?

Yes — for example, once you complete a schedule for a transaction that was flagged as a material expense, that item will be resolved automatically.