Digits Checklist
Every task the AI needs help with, including categorization, reconciliation, reports, and more, lives here, organized by workflow.
Overview
The Digits Checklist is where accounting work gets organized and completed inside Digits, so your close stays on track without having to chase down tasks across different tools.
Digits handles much of the work automatically in the background. Checklist surfaces the steps that still need attention and organizes them into a clear workflow.
Checklist helps you:
See what work needs attention, organized by workflow step
Track ownership and progress across the close process
Collaborate with teammates in context
Keep close moving without dropped tasks
Where to Find the Checklist
You can open your Checklist from three places:
1. Left Navigation From a client’s workspace, click Checklist in the left navigation to jump straight into their review items.
2. Ask Digits From anywhere in Digits, open the Ask Digits bar at the bottom or right side of the screen and click the calendar icon.
3. Firm Dashboard When you log in to your Firm Dashboard, each client card shows a Checklist badge with the number of outstanding items. Click a client card, then open the Checklist from the client workspace.
Checklist Sections
Once you click into the Checklist, it's organized into two groups: Operations and Monthly Accounting.
Operations
Setup
The Setup section surfaces connection issues that could affect your client's books, like a disconnected bank feed or an account that was never fully connected during onboarding.
If a connection breaks, an action item will appear here so you can fix it before starting your monthly close.
A green checkmark means all connections are healthy and data is flowing into Digits.
Tip: Broken connections can lead to missing transactions. Check Setup first before starting your close.
Collaboration
The Collaboration section gathers every comment across Digits in one place.
This includes comments made on transactions, bills, categories, reconciliations, and other records. Instead of searching through individual records to find open questions, you can review and respond to them here.
You can:
Reply as needed
Add context or instructions to other team members
Mark the conversation resolved
Then close the work item to fully clear it from your Inbox
Use @mentions in comments to loop in teammates or clients. When someone replies, the conversation will appear here automatically.
Bills & Invoices
The Bills & Invoices section shows bills that need approval.
When a bill is uploaded for review, it appears here so you can approve, reject, or delete it. Once approved, the bill is automatically recorded in the Ledger.
For clients, this is where they will see bills to approve.
You can:
Approve → Books the bill to the Ledger
Reject → Sends it back for correction
Delete → Removes the bill if it's a duplicate or incorrect
✨ Digits will pre-fill the vendor details from the bill itself. Just verify and approve.
Monthly Accounting
Book
The Book section is where your team reviews transactions that still need categorization.
✨ Digits automatically categorizes most transactions. When it isn’t confident, it flags those items here for review. In most cases, these are handled by the firm.
For each item, you can:
Confirm the suggested category, or
Update the category and then confirm
Each confirmation helps improve future categorization accuracy.
Tip: If the list is long at first, that’s normal. Each confirmation helps Digits learn, so the number of items requiring review decreases over time.
Click the menu in the top-right to view the transaction details or reassign the review to another user, such as a team member or a client.
Review the transaction details. If everything looks correct, click Confirm. If you need more information, select Ask Client. You can also update the category, department, or location before confirming.
The more you review and confirm transactions, the more Digits’ AI learns and improves over time. Learn more about How Automatic Categorization Works
Reconcile
Reconcile surfaces anything that needs attention during close.
If Digits can’t pull a bank statement, you’ll see an item to upload one
After AI reconciliation runs, any accounts that need review will appear here
The actual reconciliation still happens in the Reconciliations tab. Checklist simply tells you when action is needed.
Report
Report is the final step in the monthly close.
This is where your team reviews, finalizes, and publishes report drafts. Once published, reports will appear here for your clients to view.
About the Checklist Badge
The Checklist badge (the small number near the calendar/alarm icon) shows how many open items still need attention for that business.
Filters & Navigation
Use the dropdown in the top left to filter:
All Tasks
Assigned to Me
Assigned to My Team
Assigned to my Client
Done
Use the date picker to filter by date, such as month, quarter, or a custom date range.
Frequently Asked Questions
Does reviewing bills improve AI accuracy?
Yes. Digits pre-fills vendor, category, and other metadata from the bill—your review ensures accuracy, and your choices help the AI improve over time.
Can I edit transactions directly from the Checklist?
Yes. In Checklist → Book, you can update categories, departments, and locations before confirming or closing the item.
Why is the confirm button greyed out?
Most commonly, a required field is missing, especially when no category is selected. Once you fill in the required information, the button should become available.
Got a question or feedback? Our team is all ears—come say hello!
Last updated
Was this helpful?