Connections

Connecting your client’s BILL account to Digits creates a secure, direct feed of payables and receivables. This integration enables Digits to automatically import, categorize, and book transactions into the Ledger—eliminating the need for manual entry and improving accuracy across your clients’ books.

How to Connect to BILL

To connect a client’s BILL account:

1. Log into the client’s dashboard.
2. Click Connections in the left-hand menu.
3. In the All Connections tab, locate BILL.
4. Click Connect.
5. Log into the client’s BILL account (or have the client log in directly) and approve access.
6. When prompted, log into the client’s BILL account—or have the client log in directly and approve the connection.

Using a BILL-powered solution through a bank?

If the client accesses BILL through their bank or financial institution, you’ll need to use a Sync Token instead of their regular login.

 Here’s how to generate a Sync Token:

1. In BILL, go to Settings > Sync & Integrations > Tokens
2. Click New
3. Copy the Token Name and Token Password (⚠️ Write down or copy & paste this token before navigating away from this page, as it is only shared one time)
4. Use these credentials to connect:

• Email = Token Name
• Password = Token

Once connected, Digits will begin syncing data automatically.

What Happens After Connection?

Digits will:

• Import the client’s full transaction history from BILL
• Begin syncing new bills, invoices, and payments automatically
• Use Digits AI to auto-categorize and assign parties
• Start a sync to keep the Ledger updated

Note: Import time may vary based on data volume and BILL account activity.

FAQs

What is a connection? 

If anything looks off—or your client’s BILL data isn’t syncing correctly—contact Digits Support. We’re here to help keep your workflows smooth and your books accurate.