Skip to content
Go to reachreporting.com
  • There are no suggestions because the search field is empty.

Connect Digits to Reach Reporting

Learn how to connect your Digits account to Reach Reporting for automated financial reporting.


In this article:

About Digits

Digits is an AI-native accounting platform that automates bookkeeping, invoicing, bill pay, and reconciliations for startups and small businesses. Reach Reporting connects to Digits to pull your financial data and enable you to build comprehensive reports and dashboards for your business or clients.

Digits Access Requirements

In order to connect Digits to Reach Reporting, you must have the correct access level to access to the Digits company file you are trying to sync.

If you are unsure what access level you have, contact your Digits workspace administrator or reach out to the Reach Reporting support team for assistance.

Connect Digits to Reach Reporting

Step 1 / Add a Company

Within Reach Reporting, go to your workspace and click the "Add Company" button in the upper right corner.

Step 2 / Select Digits

From the list of available integrations, select "Digits."

Step 3 / Authorize Access

You will be directed to sign in to your Digits account. Enter your email address or select "Continue with Google" to authenticate.

Step 4 / Grant Permission

Once you've authenticated, Digits will request permission for Reach Reporting to access your company data. Click "Authorize" or "Allow Access" to proceed.

Step 5 / Begin Syncing

After authorizing, Reach Reporting will automatically begin syncing your Digits company data. The initial sync may take several minutes, but you only need to complete this process once. Your company will automatically sync as data is updated within Digits.

Screenshot 2026-09-21 at 9.59.45 AM

Screenshot 2026-09-21 at 11.49.00 AM

Screenshot 2026-09-21 at 9.55.44 AM

Data Synced from Digits

When you connect Digits to Reach Reporting, the platform automatically syncs the financial data from your Profit and Loss, Balance Sheet and Cashflow Statements.

    Data Limitations

    Reach Reporting does not currently sync the following data from Digits:

    • Accounts Receivable (AR) aging — AR aging statements are not supported
    • Accounts Payable (AP) aging — AP aging statements are not supported
    • Sales by Customer — Customer-level sales data is not available
    • Expenses by Vendor — Vendor-level expense breakdowns are not supported
    • Classes or Departments — Tracking categories or class-based segmentation is not synced

    If you need to track data by these dimensions, you can use Data Sheets to manually bring in this information and create custom metrics and reports.

    Syncing

    Reach Reporting automatically syncs with Digits data continuously as updates occur within your Digits account. You can also manually sync your Digits company file at any time by clicking the sync button in Reach Reporting when the company is open.

    For more information on syncing, refer to our Syncing your Company and Sync Limit articles.

    Disconnecting a Company

    If you no longer wish to use Reach Reporting with your Digits company, you can disconnect at any time directly within Reach Reporting or from your Digits account settings.

    To disconnect within Reach Reporting, from the workspace, click on the company and choose Delete company.  

    Screenshot 2026-09-21 at 11.52.20 AM

    Go to the Reach Reporting app>

    ARE YOU NOT CURRENTLY USING REACH REPORTING?

    learn more at reachreporting.com

    We are dedicated to helping you.

    Need Additional Help?

    Your success is important to us. Whether you're working as a business owner using Digits or an accounting firm supporting clients on Digits, Reach Reporting is here to improve your financial reporting and provide the support you need to succeed.

    We make sure that you have access to staff members who are best suited to help you. We work together to resolve issues and create memorable moments that empower you to enhance your reporting skills.

    We are here to listen to you. We understand that using new technology can be frustrating, so we can answer questions or jump on a quick Zoom call. Our entire staff has an in-depth knowledge of Reach Reporting and can quickly direct you to best practices to improve your reporting.

    We are focused on providing solutions that save you time and increase your value. We continue to improve each day and look forward to visiting with you. Your communication with us is vital and appreciated.

    Please feel free to chat with us by clicking the help chat bubble in the lower right-hand corner of this page.

    Reach out to your Reach Reporting Rep and schedule a Zoom meeting by clicking the meeting link in their email signature.

    Or schedule to join our ongoing webinars.

    Reach Reporting is dedicated to helping provide a knowledge base that is easy to understand and informative. If you still have questions that have not been answered, please let us know by emailing support@reachreporting.com, chatting with our support team, or calling us at (877) 467-7637. We are here to ensure that you have a positive experience with Reach Reporting, as we want to continue to be the reporting solution you trust.

    Need more access to Reach Reporting Resources?

    Reach Reporting has a wealth of knowledge and a robust online community to support you as you create reports that provide powerful insight. Please look into the following resources.

    Reach Reporting Blog: We add blogs to our site every month to give you great information in a fun and friendly manner.

    Case Studies: We interview one company per month to help our clients highlight how they are using Reach Reporting and how it is improving their services and firm offerings. These case studies are invaluable to our community.

    Knowledge Center: From simple to complicated, we provide step-by-step guidance to utilize every aspect of Reach Reporting in our robust knowledge center.

    Video Tutorials: We know watching is sometimes easier than reading, which is why all of our tutorials are video-based in the video tutorial section of Reach Reporting and Youtube.

    Social Networks: Join us on FaceBook, LinkedIn, Youtube, and Twitter.

    Monthly Newsletter: Go to the footer of reachreporting.com and sign up to receive the Reach Reporting newsletters delivered directly to your inbox. Our newsletters cover tips and tricks, current events in accounting, strategies to improve your advisory services, and much more.

    We look forward to helping you build insightful reports,

    The Reach Reporting Team.