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Digits Connections: Stripe

Connect Stripe to Digits to sync payments, fees, and refunds automatically — keeping your clients’ revenue data categorized, accurate, and always up to date.

Sync Overview

  • payout

  • payout_failure

  • charge

  • payment

  • stripe_fee

  • refund

  • payment_refund

  • topup

  • adjustment

If a fee or transaction type isn’t synced, you can manually add it in Ledger → New Transaction.

Before You Start

Before connecting Stripe to Digits:

  • Make sure you have Admin access to the client's Stripe account, or have someone with the appropriate permissions complete the connection.

Note: If your firm manages multiple Stripe-connected clients, confirm you’re using the correct Stripe account before approving access.

How to Connect Stripe

  1. Sign in to Digits and go to your client's business dashboard

  2. From the left navigation menu, click Connections

  3. Click the Revenue tab.

  4. Find Stripe and click Connect.

  5. Have the client log into their Stripe account (or log in with authorized credentials) and approve the permissions.

What Happens After Connection

Once connected, ✨ Digits will automatically:

  • Import the client’s full transaction history from Stripe.

  • Start analyzing and booking transactions automatically.

  • Automatically categorize and assign parties intelligently

  • Begin a frequent sync to keep the data continuously up to date.

Note: The first import may take time depending on the size of your client’s Stripe history.

Frequently Asked Questions

Why don’t I see all invoices from Stripe in Digits?

Only invoices paid through Stripe are synced to Digits.

If a payment was processed outside of Stripe, the invoice won’t appear automatically — manually enter it in Ledger → All Transactions.

What data does Stripe sync into Digits?

Digits imports your client’s Stripe balance transactions — including payments, refunds, fees, and payouts — directly into the Ledger for automatic categorization and reconciliation.

Does Digits sync Stripe Capital loan withholdings?

No. Stripe does not report Stripe Capital loan withholdings (paydown events) to Digits, so they won't appear automatically in your Ledger. To keep your loan balance and gross revenue accurate, we recommend exporting your Stripe Capital transactions from Stripe as a CSV and importing them manually into Digits. From there, you can categorize them to the appropriate liability account. See: Importing Transactions

Got a question or feedback? Our team is all ears—come say hello!

Contact Digits Support