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Month-End Close

Run pre-close quality checks with Digits Automated Quality Control

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What the source describes

Digits' help center describes Automated Quality Control, which runs checks continuously on the books and surfaces anything that may need review as action items in the Checklist before close. Standard checks are on by default, advanced checks can be enabled, and most checks can be customized with plain English instructions that Digits turns into the logic it runs. Digits' own example checks flag equity balances that change sharply over three months and expense transactions above 1% of annualized total expenses.

Result or outcome

Digits says checks rerun automatically whenever a transaction is added or edited, so reviewers do not need to rerun them each month, and related QC items resolve automatically once the underlying task (such as a schedule for a material expense) is completed.

How to run it

  1. Open the Digits Checklist and review the standard quality checks, which are on by default, then enable any advanced checks your plan includes.
  2. Customize checks through Edit Agent Instructions or the gear icon, writing plain English rules and tagging vendors and categories with at-mentions.
  3. Read the preview summary of the logic Digits will run, revise your instruction if it misses your intent, then click Save and Run.
  4. Work the action items in the Checklist Review section before close; checks rerun automatically whenever transactions are added or edited.
  5. For books outside Digits, run the prompt on this page against recent trial balances and current-month transaction detail for a similar pre-close review.

Try it yourself

Copyable prompt

Act as a pre-close reviewer for [company name] for [month and year]. Using the trial balance for the last four months and the transaction detail for the current month below, run these checks and report the results in a table: balance sheet accounts whose balance moved more than [percent] month over month; single expense transactions above [amount or percent of monthly expenses]; transactions sitting in uncategorized, suspense or parent accounts; possible duplicates (same vendor and amount within [number] days); and vendors coded to an unusual category compared with prior months. For each finding, give the reason it matters and a recommended action.

[paste trial balances]
[paste transaction detail]

Replace the [bracketed] placeholders. Remove client names, account numbers, and personal data before pasting into any AI tool.

What to review

Confirm each flagged item against source documents before recategorizing, and check that the preview summary matches what you meant, since it is the logic Digits actually runs. Some checks, such as Missing Receipt, can create many action items, so enable them deliberately. If you use the prompt instead, strip client PII from transaction memos first and set thresholds that suit the client's size.

Related free download: Month-End Close Checklist for Small Business Bookkeepers (Printable checklist (PDF))

Source: Digits Help Center

Not professional advice. This is general information, not accounting, tax, legal or financial advice. Check AI output yourself and consult a licensed professional for your situation. See our Terms of Use.

This entry summarizes a public source. Features, plans, and availability change, so confirm details with the vendor. Tool names are trademarks of their respective owners.

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