Connections

Connecting your clients’ bank and credit card accounts to Digits enables real-time transaction sync, automated categorization, and accurate, audit-ready books.

How to Connect a Client's Bank

1. Log into your client’s dashboard.
2. In the left-hand menu, click Connections.
3. Go to the All Connections tab to find any unlinked accounts.
4. Click Connect next to Banks and Cards
5. Search for the bank and log in securely through Plaid.
6. Select the accounts you want Digits to access.

What Happens After Connection?

Once a client’s bank is connected, Digits automatically gets to work:

• Imports up to 24 months of historical transaction data
• Ingests key transaction fields:
  • Date
  • Amount
  • Description (including party info, where available)
• Digits AI analyzes each transaction to auto-categorize and assign parties
• Starts a frequent sync to keep everything up to date

Can’t Connect a Bank? Use CSV Import

If a client’s bank is unsupported, import transactions manually:

1. Gather a CSV export from the client’s bank
2. From your client’s dashboard, go to
3. Go to Ledger > All Transactions
4. Click the dropdown next to New Transaction > Import Bank Transactions
5. Download and fill in the CSV template
6. Upload the file and map the fields
7. Select the correct bank or card category and click Next

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

Updating Your Bank Connections in Digits
To add or update accounts, simply reconnect your bank through the Connections page and follow the prompts.

⚠️ Be careful during this step:

• Keep all accounts checked that you want to remain connected.
• Unchecking an account listed under My Connections will disconnect it from Digits and stop syncing data.

Also see: Linking Only Business Accounts with Chase on Digits

Troubleshooting & Reconnecting Banks

If data looks stale or incomplete:

• Reconnect the bank from the Connections page (follow the steps above)
• Ensure all accounts meant to sync are still selected during the Plaid flow

FAQs

What is a connection?

Need help? Contact Digits Support. We’re happy to help troubleshoot or walk you through the process.