Quality Control
Quality Control (QC) helps you catch issues in your client’s books before close. QC runs automated checks continuously, then surfaces transactions or patterns that may need review as action items in the Quality Control section of the Checklist.
Digits QC is built for consistency, speed, and reliability, so your team can apply the same review standards across clients and close periods without starting from scratch each month.
Available Checks
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
Unusual Spend
Yes
Spending that looks anomalous compared to historical patterns for that category
Transaction in Parent Category
Yes
Transactions categorized to a non-leaf (summary) category
Positive Liability
Yes
Months where a liability account has a positive balance
Negative Revenue
Yes
Months where a revenue account has a negative balance
Non-Zero Clearing
Yes
Months where a clearing account has a non-zero balance
Material Expense
No
Expense transactions above 1% of annualized total expenses (excluding Payroll Expenses)
Material Asset
No
Investment asset transactions above 0.5% of total assets (Investments only)
Material Liability
No
Liability transactions above 1% of total liabilities (Short-term Debt and Convertible Notes only)
Material Equity
No
Equity transactions above 1% of annualized total revenue (Retained Earnings only)
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
Checks that are off by default can introduce noise if enabled without review, so they're disabled until you're ready to use them.
Turning Quality Checks On or Off
Open the Checklist and click Edit Agent Instructions, or click the gear icon next to any flagged check group
Select the check you want to enable or disable from the left (e.g., Uncategorized, Missing Vendor, Missing Customer)
Use the toggle in the top right to turn the check on or off
Confirm the change in the prompt that appears
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:
Open the Checklist and click Edit Agent Instructions, or click the gear icon next to any flagged check group
Select the check you want to enable or disable from the left (e.g. Uncategorized, Missing Vendor, Missing Customer)
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.
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.
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.
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.
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