Connecting your clients’ bank and credit card accounts to Digits enables real-time transaction sync, automated categorization, and accurate, audit-ready books.
How to Connect a Client's Bank
- Log in to your client’s dashboard.
- In the left-hand menu, click Connections.
- Go to the All Connections tab to find any unlinked accounts.
- Click Connect next to Banks and Cards.
Tip: We recommend logging into Plaid as a Guest to avoid confusion when setting up connections for multiple clients
What Happens After Connection?
Once a client’s bank is connected, Digits automatically gets to work:
- Imports up to 24 months of historical transaction data
- Ingests key transaction fields:
- Date
- Amount
- Description (including party info, where available)
- Digits AI analyzes each transaction to auto-categorize and assign parties
- Starts a frequent sync to keep everything up to date
Can’t Connect a Bank? Use CSV Import
If a client’s bank is unsupported, import transactions manually:
- Gather a CSV export from the client’s bank
- From your client’s dashboard, go to
- Go to Ledger > All Transactions
- Click the dropdown next to New Transaction > Import Bank Transactions
- Download and fill in the CSV template
- Upload the file and map the fields
- Select the correct bank or card category and click Next
For more on working in the Ledger, see: Managing Transactions in Digits
Updating Your Bank Connections in Digits
To add or update accounts, simply reconnect your bank through the Connections page and follow the prompts.
⚠️ Be careful during this step:
- Keep all accounts checked that you want to remain connected.
- Unchecking an account listed under My Connections will disconnect it from Digits and stop syncing data.
Also see: Linking Only Business Accounts with Chase on Digits
Automatic Statement Fetching via Plaid
Digits automatically fetches official bank statements for supported institutions via Plaid—no uploads needed. Statements are pulled directly into the Documents tab, keeping everything in one place.
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 (follow the steps above)
- Ensure all accounts meant to sync are still selected during the Plaid flow
FAQs
Does Digits support international banks?
Not yet—Digits currently supports U.S.-based bank accounts and USD only. If you’re trying to connect a non-U.S. bank or work in another currency, you won’t see those options in Digits just yet.
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.
See: Journal Entries in Digits
What if my client’s 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
Use Continue as Guest in Plaid to avoid tying the feed to a personal Plaid login (important when managing multiple clients)
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. We’re happy to help troubleshoot or walk you through the process.