> For the complete documentation index, see [llms.txt](https://help.digits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.digits.com/firms-connections/reach-reporting.md).

# Digits Connections: Reach Reporting

Reach Reporting is a reporting and FP\&A platform for accountants — dashboards, management reports, budgeting, forecasting, and consolidation. The Digits integration lets Reach pull your Digits financial data so you can build client-ready reports and plans on top of Digits' real-time, AI-native bookkeeping.

{% embed url="<https://youtu.be/JchoasH0QLA?si=zFkbCqUtl4u077zY>" %}

***

### How It Works

The integration uses Digits as the **data source**: you add a Digits company inside Reach, authorize the connection from Digits, and Reach reads your financials to power its reports and dashboards.

{% hint style="info" icon="lock-keyhole" %}
**Note:** Reach is granted **read-only** access to your Digits ledger. It can read your financial data for reporting, but it cannot make any changes in Digits.
{% endhint %}

***

### What Data Syncs to Reach

Once connected, Reach can pull the following from your Digits company:

* Company information
* Chart of accounts
* Profit & Loss, Balance Sheet, and Cash Flow Statement
* Departments and classes
* Budgets

***

### How to Connect to Reach Reporting

You set up the integration from within Reach Reporting:

1. In Reach, go to your **workspace home** and select the **group** where you want to add the company.
2. Click **Add Company** in the upper-right corner.
3. Make sure you have the necessary permissions to access and authorize the company.
4. When prompted, **sign in to your Digits account** and **authorize Reach Reporting** to access your company data.

Once the connection is established, your financial data automatically syncs to Reach — and you're ready to build reports, interactive dashboards, and insights.

***

### Keeping Data Up to Date

Reach refreshes your Digits data in two ways:

* **On-demand sync** — click the **Sync** button in Reach to immediately pull the latest data.
* **Nightly sync** — Reach automatically syncs during off-hours so your reports stay current.

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### How to Disconnect Reach

To stop sharing your Digits data with Reach, remove or disconnect the Digits company from within your **Reach** account. This revokes Reach's access.

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### Frequently Asked Questions

<details>

<summary>Who can set up the Reach integration? </summary>

Anyone with a Reach Reporting account who has permission to add and authorize a company, plus access to the Digits company they want to connect. The connection is started from within Reach.

</details>

<details>

<summary>Can Reach change my data in Digits? </summary>

No. Reach has **read-only** access — it can read your financials for reporting but cannot modify anything in your Digits ledger.

</details>

<details>

<summary>What financial data does Reach receive?</summary>

Your company information, chart of accounts, Profit & Loss, Balance Sheet, Cash Flow Statement, departments, classes, and budgets.

</details>

***

Got a question or feedback? Our team is all ears — [Contact Digits Support](https://portal.usepylon.com/digits/forms/get-in-touch-with-digits-support).

***


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