Introducing Checklist: your new home for getting work done in Digits

We’re replacing Inbox with something more structured, more collaborative, and built for how accounting work actually gets done.

Instead of chasing tasks across tools or threads, everything is surfaced in a clear, step-by-step workflow.

Surfaces connection issues that could affect your books, like disconnected bank feeds or incomplete account setups. If something breaks, you’ll see an action item here so you can fix it before starting your close.

Brings every comment across Digits into one place, including transactions, bills, categories, and reconciliations. Review and respond without digging through individual records.

Shows bills that need approval. Review, approve, reject, or delete. Once approved, bills are automatically recorded in the Ledger.

Highlights transactions that still need categorization. Digits handles most automatically, and flags anything uncertain for review. Confirm the suggestion or update it before finalizing.

Surfaces anything that needs attention during close, including missing bank statements or accounts that require review after AI reconciliation.

The final step in the monthly close. Review, finalize, and publish reports. Once published, they’re ready for clients to view.

Checklist shifts your workflow from reactive to structured. Instead of managing work through an inbox, tasks are organized, owned, and surfaced at the right time. That means fewer surprises, less back-and-forth, and work that moves forward with clarity and momentum.