# Workflows

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

<p align="center">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.</p>

<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-bell-ring">:bell-ring:</i>  Home &#x26; Inbox</h4></td><td>See client metrics in Home and handle tasks and reviews in Inbox.</td><td></td><td><a href="https://app.gitbook.com/o/8uNh0wOCJOIH5qrXWFKW/s/ghadbkL66K7U4hpGn8bk/">Home &#x26; Inbox</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="https://app.gitbook.com/o/8uNh0wOCJOIH5qrXWFKW/s/uIztBwoMl2RW5oGzS0cZ/">Accounting &#x26; Ledger</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="https://app.gitbook.com/o/8uNh0wOCJOIH5qrXWFKW/s/qRt4dmfdGdiXcjoMqF8Z/">Invoices &#x26; Bills (AR/AP)</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="https://app.gitbook.com/o/8uNh0wOCJOIH5qrXWFKW/s/DFOQve38AiXy0BqMKC3C/">Vendors &#x26; Customers</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="https://app.gitbook.com/o/8uNh0wOCJOIH5qrXWFKW/s/Qp6kVxx1FJYsPtDHusNl/">Insights &#x26; Reporting</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="https://app.gitbook.com/o/8uNh0wOCJOIH5qrXWFKW/s/Z4qK9FFbdTueEUn8Ovg4/">Documents</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://app.gitbook.com/s/x8QKZsFt122QPdcslRDC/contact-us" class="button primary" data-icon="envelope-open-text">Contact Digits Support</a></p>
{% endcolumn %}
{% endcolumns %}

***
