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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.

How to Connect Stripe

To connect a client’s Stripe account to Digits:

  1. Log into your client’s dashboard.

  2. Click Connections from the left-hand menu.

  3. Locate the Stripe tile under the All Connections tab.

  4. Click Connect.

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

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

What Happens After Connection

Once connected, Digits will automatically:

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

  • Start analyzing and booking transactions automatically.

  • ✨ Digits will 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.

What Transactions Data Syncs from Stripe

Digits syncs Balance Transactions from Stripe, including these types:

  • 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.

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.

Why are Stripe adjustments missing in Digits?

Currently, Stripe adjustments (such as credits or balance corrections) aren’t imported. Since synced transactions can’t be edited, this data is excluded for now — but support for adjustments is planned in a future update.

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.

Need help? If something looks off — or your client’s Stripe account isn’t syncing correctly — contact Digits Support at [email protected]