Use the Digits connector well and safely
Guides your AI assistant to confirm which business and access it is working with, pick the right read tool, keep transaction queries narrow, and report Digits figures with their source and period. It reads your data and does not change it.
Use it when
- You want to ask questions about spending or deposits in Digits from your AI assistant
- You have several businesses or entities and need the right one selected before answering
- A Digits answer came back empty or looked wrong and you want to check the filters
Tools it uses
list_businessesselect_businesslist_business_usersquery_transactions
How much did we spend with our software vendors in March for the Acme entity?
I selected Acme Holdings, the only business matching that name, and filtered transactions to March 1 to 31 with the Software vendor category. According to Digits, software spend was $4,820 across 14 transactions. This covers transaction dates, not accounting-period adjustments, so the final figure may differ after close.