When you forward emails to Digits, we scan for financial documents and route what we find into the right workflows for you.
Email Addresses For Each Digits Instance
Digits issues a unique email address for each instance (each business or client) in your workspace. This ensures any emailed documents are routed to the correct place.
Where to find the email address
You can find a Digits email address in two places:
From inside a specific business or client
Open the dashboard for the business or client.
From the left navigation, click Settings.
You’ll see that instance’s unique Digits email address.
From the main dashboard (for firms with multiple clients)
On your firm dashboard, look for the card for each client.
The unique Digits email address appears directly on the card under the client’s name.
Documents Digits Handles Automatically
Documents are read and processed automatically by Digits and used in features like Bill Pay, Invoicing, Receipts, or Reconciliations, depending on what they contain.
Automatically processed documents can be:
PDFs
Images (for example: JPG, PNG)
Email body HTML
When these contain bills, invoices, receipts, or statements, Digits will:
Scan the content
Recognize the document type
Route it into the right workflow automatically
Other File Types We Store
Digits also supports many other file types via email. These are stored in Documents, so everything lives in one place.
Examples:
CSV
XLS / XLSX (spreadsheets)
DOC / DOCX (Word docs)
And many other standard formats
You and your team can view or download these files anytime—they just won’t trigger automated Bill Pay / Invoicing / Receipts / Reconciliation flows (for now).
If an email doesn’t include a supported document, we’ll send an automatic reply letting you know we couldn’t process it.
