Try Digits Without Leaving Your Current Setup (Parallel Close)

You don’t have to fully switch systems to see if Digits is right for your business. You can run Digits alongside your current accounting tool and compare the results at your own pace.

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Why Try Digits in Parallel?

Digits is built to make your accounting:

• Automated – AI handles most categorization and cleanup

• Real-time – dashboards and reports update as new data comes in

• Easier to understand – clear views of cash, profit, and trends

But we get it: switching accounting tools can feel like a big decision. That’s why Digits lets you test-drive everything while your current system keeps running as usual.

You can:

• Keep using your existing software and accountant

• Let Digits pull in the same data

• Compare how each handles your books

No sudden changes, no disruption—just a chance to see what’s better for your business.

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1

Start Your Digits Trial

1. Go to my.digits.com/business

2. Choose the setup option that matches where your books live today (QuickBooks, Xero, or a manual CSV import).

3. Connect all your usual data sources:

   • Bank accounts

   • Credit cards

   • Tools like Gusto, Stripe, Ramp, BILL, etc.

2

Run Your Month-End Close in Your Current System

• Close the month like you normally would in your current system.

• Complete reconciliations, adjustments, and journal entries as usual.

• Any manual entries or adjustments you make there should also be recorded in Digits so you’re comparing apples to apples.

3

Run Your Close in Digits

• In Digits, review your:

  • Transactions

  • Categories

  • Account balances

• Check your reports and reconciliations for that same period.

4

Compare Your Results

• Compare trial balances, profit & loss, and reconciliations between Digits and your old system.

• See how Digits automatically categorizes transactions and make sure it lines up with your expectations.

• Note any differences and confirm everything is accurate.

Once you’re confident the numbers match and Digits reflects your business correctly, you can stop closing in your old system and manage everything in Digits going forward—no new setup required.

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If You Decide Not to Switch

If you’d rather stay with your current setup:

• You can cancel directly inside Digits—no need to contact support or explain.

• Your old system remains exactly as it was; Digits never changes or deletes anything in it.

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Need Help While You Try Digits?

If you have questions while you’re testing things out—cutover date, setup, connections, or anything else—just email [email protected].

We’re happy to help you:

• Pick the right starting point

• Understand your trial data

• Compare Digits with your current system in a way that feels clear and low-stress for you.