Accountant & Firm FAQs
Find answers to common questions about using Digits across all your client accounts so your firm can stay confident, save time, and keep every engagement running smoothly.
Which clients are the best fit for Digits?
Digits works best for tech-forward service businesses, especially those that:
Use cloud tools like Stripe, Gusto, Ramp, and BILL
Have relatively straightforward financials (low or no inventory, minimal multi-currency)
Complex inventory, heavy multi-entity consolidations, or extensive multi-currency workflows are not ideal first clients to onboard.
What should I do if something doesn’t look right in Digits?
A few quick checks:
Confirm all relevant connections are active (banks, QBO, apps).
Refresh or re-authenticate any that show an error.
Check the Inbox for prompts about missing mappings, uncategorized transactions, or required approvals.
Still stuck? Reach out to [email protected] with the client name and a quick summary of what you’re seeing, and the support team will help you troubleshoot.
Can I use Digits for clients who weren’t on QuickBooks?
Yes. For non-QuickBooks clients, you’ll:
Import or build a Chart of Accounts in Category Manager (Digits’ Chart of Accounts).
Enter opening balances.
Connect banks and other financial tools.
Optionally import historical transactions via CSV if you want more history.
Digits then becomes the primary ledger going forward for those clients as well.
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 firm’s preferences and each client’s patterns.
Got a question or feedback? Our team is all ears—come say hello!