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Documents Overview

Documents centralize statements, receipts, and contracts—upload or auto-fetch, convert PDFs to CSV, and stay in sync with Reconciliations.

How to Access Documents in Digits

  1. Click Documents in the left menu.

  2. From here, you can:

    • Click Upload Document (top right) to add files.

    • Use Search, Filters, Sort, and switch List/Grid views (icons in the top right).

How Documents Get into Digits

Manual uploads

  • Upload PDFs, images, and other document types—ideal for receipts, vendor contracts, or treasury reports.

Ledger attachments

  • Any file attached to a transaction (e.g., a receipt/invoice) is automatically added to Documents.

Auto-fetch via Plaid (U.S. banks/cards)

  • When you connect an account through Plaid, Digits automatically pulls official bank statements into Documents—no uploads needed.

  • Currently supported include (not exhaustive): 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).

Automatic sync between Reconciliations and Documents

  • Any statement uploaded in Reconciliations is also added to Documents.

  • Any statement added in Documents is automatically matched to a reconciliation when possible.

Downloading a PDF as CSV

  1. Open Documents.

  2. Click the menu next to a document (or open the document detail page).

  3. If supported, click Download CSV to export.

Note: Only certain PDFs (like compatible bank statements) can be converted. Unsupported or very large/long files may not show the option.

Viewing Linked Transactions

When you click on a document, a file info panel appears on the right side. If linked to a transaction(s), you’ll see a Linked Transactions section showing:

  • Transaction date

  • Transaction amount

Clicking the transaction takes you directly to its details page in the Ledger.

Frequently Asked Questions

How long does it take to convert a PDF to CSV?

It depends on size and complexity. Short statements (1–2 pages) usually convert in ~60 seconds; longer or more complex PDFs can take up to 10 minutes.

Are there limits on PDF conversion?

Yes. PDFs over ~15 pages may not convert successfully (fix coming soon). Large files (~7MB+) or highly formatted statements may time out or return incomplete results.

Can I upload documents that aren’t tied to transactions?

Yes. Upload contracts, treasury reports, receipts, and more directly into Documents.

Can I delete or replace a document?

Yes. Use the Trash icon in the file info panel.

  • If you delete a document from the Documents tab, it will also be removed from any linked transactions.

  • If you delete a document from the transaction details, you'll get the choice to either:

    • Unlink it (keep it in the Documents tab), or

    • Delete it entirely

Why don’t I see Download CSV?

Only certain PDFs (e.g., supported bank statements) can convert. If the file is too long, too large, or unsupported, the option won’t appear.

Why don’t I see Download CSV?

Only certain PDFs (e.g., supported bank statements) can convert. If the file is too long, too large, or unsupported, the option won’t appear.

Do documents automatically link to transactions or reconciliations?

  • If you attach a file during transaction create/edit, it will show as linked in Documents.

  • Statements uploaded in Reconciliations appear in Documents, and statements uploaded in Documents are auto-matched to a reconciliation when possible.

Still need help? Contact [email protected] and include the file details—we’re happy to troubleshoot.