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Digits Connections: Stripe

Integrating your client’s Stripe account with Digits creates a secure, direct pipeline for revenue data. This connection enables Digits to import, categorize, and book Stripe transactions automatically into the Ledger.

How to Connect Stripe

To connect a client’s Stripe account to Digits:

  1. Log into the 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

What Happens After Connection?

Digits will:

  • Import the client’s full transaction history from Stripe
  • Start analyzing and booking those transactions automatically
  • ✨ Digits AI will auto-categorize and assign parties
  • Begin a frequent sync to keep the data fresh


Note: The first import might take a little time depending on how much data Stripe sends over.


What Transaction Data Syncs from Stripe?

Digits syncs Balance Transactions from Stripe, including the following types:

  • payout
  • payout_failure
  • charge
  • payment
  • Stripe_fee
  • Refund
  • payment_refund
  • topup
  • adjustment


If a fee or transaction is not synced, you can manually add it via Ledger > New Transaction.

For more on working in the Ledger, see: Managing Transactions in Digits 

FAQs & Troubleshooting

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. You’ll need to manually enter it in Ledger > All Transactions.

Why are Stripe adjustments missing in Digits? Digits doesn’t currently pull in or reflect Stripe adjustments (like credits or balance corrections). Since synced transactions can’t be edited, this data is excluded for now—but support for adjustments is in the works.

FAQs

If something looks off—or your client's Stripe account isn’t syncing correctly—contact Digits SupportWe’re here to help troubleshoot and ensure your books stay clean and complete.


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