Business & Operator FAQs
Find answers to common questions about using Digits for your business so you can stay confident, save time, and keep things running smoothly.
How should I set up a parent C Corp and a subsidiary LLC in Digits?
If your business has multiple legal entities—such as a Delaware C Corp with a wholly owned LLC subsidiary—you should create separate Digits accounts for each entity.
Even if the subsidiary is a pass-through with no standalone expenses, if it has its own bank account, it should be tracked in a distinct Digits instance.
How do I download my financials for tax prep?
You can export your reports from Digits and share them with your accountant or tax preparer.
How to export your financial details:
From your Home dashboard, click Financials in the left toolbar.
Open the report you want to export (for example, Profit & Loss or Balance Sheet).
Set any filters or date ranges so the report shows the period you need.
In the top corner of the report, click the Export button.
Choose your format:
PDF – Best for a clean, ready-to-share document.
CSV – Best for spreadsheets and deeper analysis.
If you’re not sure which reports your tax preparer needs, they’ll typically ask for a Profit & Loss and a Balance Sheet for the tax year.
Can I override Digits’ categorizations?
Absolutely. You’re always in control of the books.
You can accept, edit, or override categorization suggestions directly in the Ledger or transaction views.
When you make changes, Digits learns from your edits and improves future suggestions for similar transactions.
Over time, the Agentic General Ledger™ adapts to your preferences and patterns.
Digits Security
Is Digits Secure?
Yes. At Digits, keeping your financial data safe is our top priority. We’ve built every part of the platform with industry-leading security, so you can focus on running your business—knowing your sensitive information is always protected.
Does Digits have access to my bank credentials?
Digits is designed to never expose your banking credentials.
Revocable tokens, not passwords: Digits connects to your financial institutions via secure APIs using revocable access tokens.
Your banking credentials stay with your bank: We never see or store your actual bank usernames or passwords.
How is my data encrypted?
Advanced encryption
Per-organization keys: Each organization has its own encryption keys.
Per-secret envelope encryption: Sensitive data is protected using per-secret, authenticated envelope encryption, which means each secret (like a credential or token) is individually encrypted and verified.
Data in transit
Transport Layer Security (TLS): All system-to-system communication is secured with modern TLS protocols to protect your data privacy.
HTTPS everywhere: Our web application uses HTTPS with TLS and valid certificates so data sent between your browser and Digits is encrypted.
Data at rest
Encrypted storage: All data stored within Digits is automatically encrypted at rest, helping prevent unauthorized access even if underlying storage were compromised.
Is Digits compliant with security standards?
Digits is SOC 2 Type II compliant. This means an independent auditor has evaluated our controls over time and verified that we meet the security, availability, and confidentiality criteria defined by the American Institute of Certified Public Accountants (AICPA).
If you need security documentation for due diligence, request a copy here: SOC 2 Type II Compliance.
How is the Digits infrastructure secured?
Layered, cloud-based infrastructure
Multiple security layers: Our infrastructure is built with progressive security layers—including network, application, and data-level protections—for robust defense.
Strict access controls: Internal access to production systems is tightly restricted, audited, and monitored.
Hardened application environment
Containerized applications: We use container technology to isolate workloads and improve application security.
Optimized operating environment: Our systems are configured and maintained following security best practices.
Where can I learn more about Digits Security or report an issue?
See: Digits Security (for a higher-level, shareable summary)
Report a security concern: If you have a security question, concern, or need to report a potential issue, contact us at [email protected].
Got a question or feedback? Our team is all ears—come say hello!