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.
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.
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.
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:
In Reach, go to your workspace home and select the group where you want to add the company.
Click Add Company in the upper-right corner.
Make sure you have the necessary permissions to access and authorize the company.
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.
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.
Frequently Asked Questions
Who can set up the Reach integration?
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.
Can Reach change my data in Digits?
No. Reach has read-only access — it can read your financials for reporting but cannot modify anything in your Digits ledger.
What financial data does Reach receive?
Your company information, chart of accounts, Profit & Loss, Balance Sheet, Cash Flow Statement, departments, classes, and budgets.
Got a question or feedback? Our team is all ears — Contact Digits Support.
Last updated
Was this helpful?