Vault Overview

Digits' Vault centralizes statements, receipts, and contracts. Upload or auto-fetch files, convert PDFs to CSV, and stay in sync with Reconciliations.

How to Access Vault in Digits

Click Vault in the left navigation menu.
From here, you can:
- Click Upload Document (top right) to add files.
- Use Search, Filters, Sort, and switch List/Grid views (icons in the top right).

How Documents Get into Digits

Manual uploads

Upload PDFs, images, and other document types. Ideal for receipts, vendor contracts, or treasury reports.

Drag & drop

Drag files directly into the Digits window. Files are routed to Vault and processed the same way as a manual upload.

Ledger attachments

Any file attached to a transaction (e.g., a receipt or invoice) is automatically added to Vault.

Email

You can email documents directly to the correct Digits business/client using that instance’s unique Digits email address. This is great for forwarding receipts, bills, or statements without logging in.

See Sending Documents to Digits by Email

Mobile app (iOS)

Upload documents from your phone using the Digits mobile app. Capture or upload files on the go, and they’ll sync to Digits for processing.

Download for iOS

✨ Digits will automatically recognize supported documents and link them to the appropriate transaction or route them to the appropriate workflow when possible.

Auto-fetch via Plaid (U.S. banks/cards)

When you connect an account through Plaid, Digits automatically pulls official bank statements into Vault.
Currently supported include (not exhaustive): Acorns, Altruist, American Bank (TX) - Business Banking, Aspire, Atlas, Bank of America, CCBank (Business & Personal), Chariot, Chase, Citibank Online, Cogent Bank - Cogent Connection, Columbia Bank (Commercial), Crew Finance, Dama Financial by LeafLink, Dappr, Double Finance, Dupaco Credit Union, Exponent, Fifth Third Bank, First Bank of Ironharbor, Gemini Credit Card, GuideStone Financial Resources, Huntington Bank, Karat Financial, Klutch, Loop Financial (US), Mass Finance Inc., Meow, Mercury, Navy Federal Credit Union, Parker, Percapita Group, Ramp, Regions Bank, Rent App, Safra National Bank, Slash, Spruce, Square, Truist, Upgrade, U.S. Bank, and Wells Fargo.

Support varies by institution and account type, so not every connected account will have statements available through Plaid. If a statement isn’t available automatically, you can still upload it manually to Digits.

Automatic sync between Reconciliations and Vault

Any statement uploaded in Reconciliations is also added to Vault.
Any statement added to the Vault is automatically matched to a reconciliation (when possible).

What Happens After a Document Lands in Vault

You can bring data into Digits by connecting accounts or uploading files. What happens next depends on how and where you upload.

Below, you’ll see what happens to each file type (statements, CSVs, bills, receipts, and more) based on how it enters Digits—including Connections, Ledger import, Reconciliations, Vault, drag & drop, and email.

Hint: Where you upload a file determines what Digits does with it.

Document Type: Bank or Credit Card Statement (PDF)

How It Gets Into Digits

What Digits Does With It

Ledger → Import Bank Transactions

Imports transactions into the Ledger and auto-categorizes them; Digits will then automatically start a reconciliation.

Upload to Vault

Stored in Vault (does not import transactions).

Drag & Drop

Routed and stored in Vault (does not import transactions).

Email to Digits

Stored in Vault (does not import transactions).

Reconcilations

If the transactions were already imported (by bank sync or by going to Ledger → Import Bank Transactions, then Digits will automatically start a reconciliation. If the transactions were not imported, the document will be saved to Vault.

Document Type: CSV

How It Gets Into Digits

What Digits Does With It

Ledger → Import Bank Transactions

Imports transactions into the Ledger and auto-categorizes them.

Upload to Vault

Stored in Vault (does not import transactions).

Drag & Drop

Routed and stored in Vault (does not import transactions).

Email to Digits

Stored in Vault (does not import transactions).

Document Type: Bills

How It Gets Into Digits

What Digits Does With It

Upload to Vault

Automatically creates a bill for review and approval.

Drag & Drop

Routed to Vault. Creates a bill for review.

Email to Digits

Lands in Vault. Creates a bill for review.

Document Type: Check image

A single upload can include multiple checks, which Digits processes individually. Digits also automatically rotates sideways or upside-down checks and statements during processing.

How It Gets Into Digits

What Digits Does With It

Connected Account

Extracts check images from imported bank statements, saves them to Vault, and attempts to match them to Ledger transactions.

Upload to Vault

Saves the image to Vault and attempts to match it to a Ledger transaction.

Drag & Drop

Saves the image to Vault and attempts to match it to a Ledger transaction.

Email to Digits

Saves the image to Vault and attempts to match it to a Ledger transaction.

Document Type: Receipts

How It Gets Into Digits

What Digits Does With It

Upload to Vault

Automatically attaches to a matching transaction for easy reference.

Drag & Drop

Routed to Vault. Attaches to a matching transaction (if found).

Email to Digits

Lands in Vault. Attaches to a matching transaction (if found).

Document Type: Other files (Word, Excel, general PDFs)

How It Gets Into Digits

What Digits Does With It

Upload to Vault

Stored in Vault for organization and reference only.

Drag & Drop

Routed and stored in Vault for organization and reference only.

Email to Digits

Routed and stored in Vault for organization and reference only.

Previewing Documents in Vault

Click any document to preview it directly in Digits — no download needed. Previews are supported for:

PDFs and images (PNG, JPG, TIFF, and more)
Spreadsheets (Excel, CSV)
Word documents
PowerPoint presentations
Text files

New uploads are ready to preview shortly after processing completes — you'll see a loading state while the document is being prepared. If a file type can't be previewed, you can always download it to view it.

Filtering Documents in Vault

To narrow down your documents, click the filter icon (funnel) at the top of Vault. You can combine filters, and each one shows a count of how many are active.

Filter by File Type Narrow to a file format:

PDF
Documents (Word docs and similar)
Spreadsheets (Excel, CSV)
Images (PNG, JPG, and other image files)

Filter by Document Type Narrow to what the document is. Digits automatically detects the document type when a file is uploaded. Types include:

Bill · Invoice · Receipt · Statement · Check · W9 · 1099 · K1 · Tax ID · Tax Return · Balance Sheet · Profit & Loss · Cash Flow Statement · Trial Balance · General Ledger · AP Aging · AR Aging · Schedule · Payroll · Contract · Loan Agreement · Compliance · Equity · Valuation · Adyen Statement · Other

Filter by Uploaded By Show only documents uploaded by a specific person.

To remove a filter, uncheck it — or clear all filters to see every document again.

Tip: Filters work together with the search bar ("Filter documents…") — for example, filter to Statements, then type an account name to find one statement fast.

Exporting a PDF as CSV

Open Vault.
Click the menu next to a document (or open the document detail page).
If supported, click Export as CSV to export.

Note: Only certain PDFs (like compatible bank statements) can be converted. Unsupported or very large/long files may not show the option.

Viewing Linked Transactions

When you click a document, a file info panel appears on the right. If linked to a transaction(s), you’ll see a Linked Transactions section showing:

Transaction date
Transaction amount

Clicking the transaction takes you directly to its details page in the Ledger.

Frequently Asked Questions

How long does it take to convert a PDF to CSV?

It depends on size and complexity. Short statements (1–2 pages) usually convert in ~60 seconds; longer or more complex PDFs can take up to 10 minutes.

Will Digits automatically attach receipts to the right transaction?

Yes. You can upload, drag & drop, or email receipts, and Digits will automatically attach them to the right transaction when it can (based on details like vendor, date, and amount).

If Digits can’t confidently match a receipt, it will still store it in Vault so you can attach it manually later.

Are there limits on PDF conversion?

Yes. PDFs over ~15 pages may not convert successfully (fix coming soon). Large files (~7MB+) or highly formatted statements may time out or return incomplete results.

Can I upload documents that aren’t tied to transactions?

Yes. Upload contracts, treasury reports, receipts, and more directly into Vault.

Can I delete or replace a document?

Yes. Use the Trash icon in the file info panel.

If you delete a document from the Vault, it will also be removed from any linked transactions.
If you delete a document from the transaction details, you'll get the choice to either:
- Unlink it (keep it in your Vault), or
- Delete it entirely

One exception: a bill can't be deleted from Vault; delete it from Bill Pay instead.

Why don’t I see Export as CSV?

Only certain PDFs (e.g., supported bank statements) can be converted. If the file is too long, too large, or unsupported, the option won’t appear.

Do documents automatically link to transactions or reconciliations?

If you attach a file during transaction create/edit, it will show as linked in your Vault.
Statements uploaded in Reconciliations appear in Vault, and statements uploaded in Vault are auto-matched to a reconciliation when possible.

Why don't I see check images for my transactions?

Digits automatically extracts check images from imported bank statements—whether the statement comes in through a Connected Account, a manual upload, or your Digits email address—and saves them to Vault. Some banks (such as Mercury) also provide check images directly through their API, but even when they don't, Digits can now pull the images from the statement itself.

You can also add checks yourself by uploading them manually or emailing them to your Digits email address. When Digits receives a check image, it automatically tries to match it to the corresponding check transaction in your Ledger. If it can't find a confident match, the image is stored in Vault so you can manually attach it to the correct transaction.

Attach Documents to Transactions

Sending Documents to Digits by Email

Got a question or feedback? Our team is all ears—come say hello!

Contact Digits Support