Digits Connections: Banks & Cards via Plaid

Sync your clients’ banks and cards with Digits in seconds. Enjoy real-time updates, smart categorization, and connections to 12,000+ financial institutions across the U.S.

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How to Connect a Client’s Bank

1. Log in to your client’s dashboard.

2. In the left-hand menu, click Connections.

3. Click All Connections.

4. Click Connect next to Banks and Cards.

Tip: When managing multiple clients, log in to Plaid as a Guest to avoid confusion between accounts.

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What Happens After Connection

Once a client’s bank is connected, Digits automatically gets to work:

• Imports up to 24 months of historical transactions.

• Captures key transaction fields:

  • Date

  • Amount

  • Description (including party info, where available)

• ✨ Categorizes transactions automatically and assigns parties intelligently.

• Starts a frequent sync to keep data continuously updated.

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Can’t Connect to a Bank? Use CSV Import

If a client’s bank isn’t supported through Plaid, you can import transactions manually:

1. Export a CSV file from the client’s bank.

2. From your client’s dashboard, go to Ledger → All Transactions.

3. Click the dropdown next to New Transaction → Import Bank Transactions.

4. Download and fill out the CSV template.

5. Upload the file and map the fields.

6. Select the correct bank or card category, then click Next.

See also: Importing Transactions

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Managing A Client's Bank Connection

Managing your client’s bank connections in Digits helps keep data current, accurate, and secure. You can pause, archive, or delete a connection directly from your client’s dashboard when needed.

Important: Before You Remove a Connection

Deleting a connection permanently removes all related transactions from Digits. This can affect reconciliations, balances, and financial reports — so review carefully before proceeding.

If you just want to stop syncing temporarily, consider pausing or archiving instead.

How to Manage a Bank Connection

1. Log in to your client’s dashboard.

2. In the left-hand menu, click Connections.

3. Select the My Connections tab.

4. Click Manage next to the bank or card connection you want to update.

See: Pause, Archive, or Delete a Connection

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Automatic Statement Fetching via Plaid

Digits automatically fetches official bank statements from supported institutions — no manual uploads required.

Statements appear directly in the Documents tab, keeping everything centralized for audits and reporting.

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).

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Troubleshooting & Reconnecting Banks

If data looks stale or incomplete:

• Reconnect the bank from the Connections page (using the same steps above).

• Ensure all accounts meant to sync are still selected during the Plaid flow.

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Frequently Asked Questions

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:

1. Temporarily disable MFA/2FA in the bank’s settings, then reconnect through Digits

2. 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

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Need help? Contact Digits Support at [email protected]. We’re happy to help troubleshoot or walk you through the process.