Integrations · AccountingConnect Digits to Well
Sync Digits company record, transaction, and ledger account into Well, post clean entries back, and keep the chart of accounts aligned across your stack.
What Well pulls from Digits
Digits feeds company record, transaction, ledger account into Well as a source. The connection is read-only; disconnect at any time from your workspace settings to revoke Digits’s access.
| From Digits | In Well | Relation | |
|---|---|---|---|
| Company record | Customer | Enriches | |
| Transaction | Ledger line | Becomes | |
| Ledger account | Category | Maps to |
- Sync mode
- incremental polling
- Refresh
- scheduled
- Direction
- Digits → Well
What Well does with your Digits connection
Connect
Connect Digits over OAuth 2.0: you approve on Digits's authorize screen, so the password never reaches Well; Well holds only a scoped token it can refresh.
Sync
Well brings company record, transaction, and ledger account in from Digits on a recurring poll that fetches only what changed since the last read. The first sync backfills history in the background and the connection stays live after.
Enrich
Well resolves each Digits entity into customer, ledger line, and category, assigns categories, and links every record to an audit trail across the rest of your connected tools.
Available
Your data from Digits lands in the workspace as customer, ledger line, and category you can search, chart, and automate.
Questions Digits unlocks
Ask in plain language. Well answers from your connected Digits connection, resolved against the rest of your stack.
Ask anything about your Digits connection
Ask about your Digits connection…
24 agent skills run on Digits.
Each one answers a question from live Digits data. The required ones return nothing until a source like it is connected.
Needs a source like Digits
Prefill Form 1120
Get page 1 of your 1120 back as a PDF with your own book figures already in the boxes, and a list of every box left for your preparer.
Prefill Form 1099-NEC
Get one 1099-NEC per contractor back as a PDF with your own posted figures already in box 1, and the list of payees you cannot file for yet.
Answers better with Digits
Runway
Know how many months of cash you have at your current burn, with both sides of the division shown.
Cost structure
See where your company's money actually goes, no spreadsheets required.
Receivables aging
See who owes you money, and how long they have been sitting on it.
Bills due
See what you owe and when, ordered by due date with a running total.
Rank clients by LTV
Find out who your best customers really are, ranked by what they've actually paid.
FX exposure
See how much of your cash and receivables sit outside your home currency.
Company profile
Everything you know about one company, in one view.
Payment and invoice lookup
Find what payment settled an invoice, or catch every payment that never got one.
Missing receipts
Find the bills with no paperwork attached, before an auditor does.
Recurring revenue
Know what you can count on earning each month, averaged over real months.
Close the books
Drive the month-end close from open to sent to your accounting tool.
Payables aging
See what you owe your suppliers, and how long each bill has been past due.
Board pack
The board numbers in one pass, each with its scope and its window stated.
Compose a board
The measures you name, arranged on one board that stores the question rather than the answer.
Open a saved board
A board you saved, drawn with today's figures rather than the day it was built.
Revenue by customer
See which customers your revenue came from in a period, ranked, with the part you could not place named.
Supplier spend register
See what you paid each supplier over a year, ranked, with the invoices that could not be placed counted beside the total.
Unposted and blocked
See what in a month has not reached the ledger, and which pile each item sits in.
Check contractor status
For each supplier that looks like a freelancer, read the purchase invoices, the payment rail and any contract Well holds, and state the facts a requalification question turns on, next to the papers your country expects you to keep.
Uses Digits when it is there
Connects and checks Digits
Connect Digits in three steps
- 01
Authorise Digits via OAuth 2.0
Open Well's Connections panel, find Digits, and click Connect. You're redirected to Digits's authorize screen, where you'll see the exact scopes Well requests. Approve, and you land back in Well with the connection live.
- AuthOAuth 2.0
- Accessread-only
- 02
Map your entities
Well reads company record, transaction, and ledger account from Digits on first connect and brings each record into your workspace using the canonical mappings defined in Well's data-views layer.
- Mappingpreconfigured by Well
- 03
Use the data
Use the data: ask questions in conversation, build records tables, or let agents act on Digits records. Digits is read-only in Well; the records stay in your workspace with the original source identifier preserved.
- First syncstarts as soon as connect completes
OAuth handshake typically under a minute. Backfill of historical records runs in the background; you can use Well in conversation against incoming records while the backfill completes.
How Digits stays secure with Well
Well calls Digits's API with an OAuth 2.0 token scoped to company record, transaction, and ledger account. Digits's consent screen shows you the same list before you approve. Digits enforces scope server-side; authentication runs entirely through Digits's authorize screen so Well never sees your credentials. Tokens refresh automatically; rotation is one click away.
- granted
Read Digits records
Endpoints the Digits API token grants, scoped by your consent.
- granted
Resolve company record, transaction, and ledger account across your stack
Match identifiers in Digits against the same entities your other connected tools expose, so each record carries cross-tool context.
- refused
Modify or delete Digits records
Not granted; Digits is read-only in Well. Write-back is opt-in per connector when a write surface exists.
- refused
Store Digits passwords or session cookies
Authentication runs through OAuth 2.0 tokens we never see.
Frequently asked questions about Digits and Well
How do I connect Digits to Well, and how long does it take?
Open Connections in Well, pick Digits, and click Connect. You're redirected to Digits's OAuth screen, you approve the scopes Well requests, and you land back in Well with the connection live. The whole flow runs under a minute and never requires you to handle client credentials.
What does Well pull into the workspace from Digits?
Well brings in company record, transaction, and ledger account from Digits and reshapes each entity into your workspace: company record becomes customer; transaction becomes ledger line. Every record arrives with the source identifier preserved, so Digits stays the source of truth while Well lets you query the data alongside the rest of your stack.
How does Well handle adjusting entries and reclassifications in Digits?
When you re-categorise a record in Well, the change writes back to Digits as an adjusting entry with the rationale stored on the workspace record for audit. Digits stays the system of record; Well stores the reasoning layer above it, so journal trails carry both the posted line and the why.
Can Well surface a ledger account from Digits when I ask questions in conversation?
Yes. Digits ledger accounts are indexed in your workspace as category, so questions like "show me last week's ledger accounts from Digits" return them with the original Digits link, the workspace context, and any related records (counterparty, period, attached document) joined inline.
How often does Digits sync with Well, and what triggers a refresh?
Well polls Digits regularly for company record, transaction, and ledger account. The first connect pulls the historical window your account allows; subsequent reads only fetch what changed since the last sync, so the load on Digits's side stays modest.
Can I disconnect Digits and what happens to the data Well already pulled?
Open Connections > Digits in Well and click Disconnect. Well calls Digits's token revocation endpoint and stops calling Digits immediately on its side; provider-side propagation to Digits's admin panel varies by provider. The company record, transaction, and ledger account Well already synced stay in your workspace by default; ask Support to purge them if your compliance flow requires it.
How does Well handle multi-currency records from Digits?
Well captures the original currency and the conversion rate Digits applies, then reports both side by side. If you operate in EUR and Digits settles in USD or GBP, the converted line and the raw line both land in the ledger, so reconciliation against the deposit currency works without manual FX math.
Pairs well with Digits
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Ready to connect Digits?
Connect once. Every company record, transaction, ledger account from Digits becomes searchable, queryable, and ready for your agents and tables. Disconnect any time.