Digits Connections: Banks & Cards via Plaid
Connect your business bank and credit card accounts to Digits for real-time updates, smart categorization, and syncing with over 12,000+ U.S. financial institutions.
How to Connect Your Bank
In the left-hand menu, click Connections.
Click Banks & Cards.
Choose a bank from the list, or use Search to find it.
Click Connect, then follow the prompts to finish linking the account.
Tip: If you manage multiple accounts, log in to Plaid as a Guest to avoid linking the wrong ones.
Supported Banks & Financial Institutions
Digits connects to banks and credit cards using Plaid. Most major U.S. banks and many U.S.-based credit unions are supported.
For more information on what banks are supported, see: Digits Availability, Banks, & Currency Support
What does "supported" mean?
Digits connects to banks and credit cards using Plaid.
A bank or financial institution is considered supported if:
It’s available through Plaid, and
It allows transaction data to be shared programmatically
Most major U.S. banks and many U.S.-based credit unions meet these requirements.
Does Digits support international banks?
No. Digits does not support:
Non-U.S. banks
International-only financial institutions
Foreign bank feeds, even for U.S.-based users
Digits relies on U.S. banking infrastructure and USD-based accounting.
International support is on our radar and on our roadmap. We don’t have timelines to announce yet—but when support lands, you’ll see it in the Digits changelog.
What if my bank isn't supported?
As long as your client's transactions are in USD, you can import them using a .csv.
What Happens After Connection
Once your accounts are connected, Digits automatically gets to work:
Imports up to 24 months of historical transactions.
Captures key transaction fields:
Date
Amount
Description (including party info, where available)
✨ Categorizes transactions automatically and assigns parties intelligently.
Starts a frequent sync to keep data continuously up to date.
Can’t Connect Your Bank? Use CSV Import
If your bank isn’t supported, you can upload your transactions manually.
Export a CSV file from your bank.
Go to Ledger → All Transactions.
Click the dropdown next to New Transaction → Import Bank Transactions.
Download and fill out the CSV template.
Upload the file and map the fields.
Select the correct bank or card category, then click Next.
See also: Importing Transactions
Manage Your Bank Connection
Important: Before You Remove a Connection
Deleting a connection permanently removes all related transactions from Digits. This can affect reconciliations, balances, and financial reports — so review carefully before proceeding.
If you just want to stop syncing temporarily, consider pausing or archiving instead.
You can pause, archive, or delete a connection any time from your Connections tab.
Log in to your Digits dashboard.
In the left-hand menu, click Connections.
Select the My Connections tab.
Click Manage next to the connection you want to update.
See: Pause, Archive, or Delete a Connection
Automatic Statement Fetching via Plaid
Digits can automatically fetch your official bank statements (where supported) — no manual uploads needed. Statements appear in your Documents tab for easy access during audits or reviews.
Currently supported banks include: Wells Fargo, Bank of America, U.S. Bank, Citibank Online, Navy Federal Credit Union, Regions Bank, Fifth Third Bank, Huntington Bank, Truist, Acorns, Mercury, Meow, Slash, Chariot, Parker, Klutch, Spruce, Double Finance, Mass Finance Inc., GuideStone Financial Resources, Dappr, Crew Finance, Percapita Group, Cogent Bank (Personal & Business), Atlas, Safra National Bank, American Bank (TX), and CCBank (Business & Personal).
Troubleshooting & Reconnecting Banks
If data looks stale or incomplete:
Reconnect the bank from the Connections page (using the same steps above).
Ensure all accounts meant to sync are still selected during the Plaid flow.
Frequently Asked Questions
Does Digits have a plan for global expansion?
International support—including non-U.S. banks and non-U.S. currency functionality—is in the works. It’s a big lift, but it's on our radar as part of Digits' long-term expansion.
Why can’t I connect a treasury or investment account?
Treasury and investment accounts fall under a category that Digits doesn’t support—yet.
In the meantime, you can still stay organized by uploading treasury statements to the Documents tab or tracking balances manually using a journal entry
What if my bank requires MFA/2FA?
Some banks require multi-factor authentication each time Plaid connects. If this causes sync issues:
Temporarily disable MFA/2FA in the bank’s settings, then reconnect through Digits
What if I connected the wrong bank account, or want to remove one later?
You can pause, archive, or delete the existing connection and then add the new one—no need to start from scratch.
See: How to Pause, Archive, or Delete a Connection in Digits
Need help? Contact Digits Support at [email protected]. We’re happy to help troubleshoot or walk you through the process.