# Workflows

<h2 align="center"><strong>Using Digits - Accounting Workflows</strong></h2>

Learn how to manage and optimize client books in Digits, from ledger and reconciliations to invoices, bills, reporting, and documents, all in one streamlined, automated workflow built for firm efficiency.

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><h4><i class="fa-house">:house:</i>  Home</h4></td><td>See client metrics in Home and handle tasks and reviews in Checklist.</td><td></td><td><a href="/spaces/ghadbkL66K7U4hpGn8bk">/spaces/ghadbkL66K7U4hpGn8bk</a></td></tr><tr><td><h4><i class="fa-calculator-simple">:calculator-simple:</i>  Accounting &#x26; Ledger</h4></td><td>Digits Agentic General Ledger™ handles reconciling and categorizing automatically.</td><td><h4><i class="fa-abacus">:abacus:</i></h4></td><td><a href="/spaces/uIztBwoMl2RW5oGzS0cZ">/spaces/uIztBwoMl2RW5oGzS0cZ</a></td></tr><tr><td><h4><i class="fa-rotate-reverse">:rotate-reverse:</i>  Invoices &#x26; Bills (AR/AP)</h4></td><td>Streamline payables and receivables with automated, accurate workflows.</td><td><h4><i class="fa-right-left">:right-left:</i></h4></td><td><a href="/spaces/qRt4dmfdGdiXcjoMqF8Z">/spaces/qRt4dmfdGdiXcjoMqF8Z</a></td></tr><tr><td><h4><i class="fa-user-vneck-hair">:user-vneck-hair:</i>  Vendors &#x26; Customers</h4></td><td>Instant clarity across vendor bills and customer invoices for smoother workflows.</td><td><h4><i class="fa-plug">:plug:</i></h4></td><td><a href="/spaces/DFOQve38AiXy0BqMKC3C">/spaces/DFOQve38AiXy0BqMKC3C</a></td></tr><tr><td><h4><i class="fa-lightbulb-exclamation-on">:lightbulb-exclamation-on:</i>  Insights &#x26; Reporting</h4></td><td>Live, interactive financial reports with AI-powered analysis and drill-downs.</td><td><h4><i class="fa-square-poll-vertical">:square-poll-vertical:</i></h4></td><td><a href="/spaces/Qp6kVxx1FJYsPtDHusNl">/spaces/Qp6kVxx1FJYsPtDHusNl</a></td></tr><tr><td><h4><i class="fa-copy">:copy:</i> Documents</h4></td><td>Store, sync, and organize client documents.</td><td><h4><i class="fa-file-lines">:file-lines:</i></h4></td><td><a href="/spaces/Z4qK9FFbdTueEUn8Ovg4">/spaces/Z4qK9FFbdTueEUn8Ovg4</a></td></tr></tbody></table>

***

{% columns %}
{% column width="66.66666666666666%" valign="middle" %}
Got a question or feedback? Our team is all ears—come say hello!
{% endcolumn %}

{% column width="33.33333333333334%" valign="middle" %}

<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>
{% endcolumn %}
{% endcolumns %}

***


---

# 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/firms-accounting-workflows/workflows.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.
