Using Your Demo Client (Sandbox)
The Demo Client (Sandbox) is a sample company preloaded with test data so you can explore Digits freely — no real bank connections or client information required. It’s perfect for learning, training,
When Should I Use the Demo Client?
You might use your demo client when you want to:
Explore Digits features without connecting real bank data
Practice workflows before onboarding your first client
Train new firm staff in a safe environment
Give a prospect a quick Digits walkthrough with realistic sample data
Tip: The Demo Client mirrors a real firm’s dashboard — any action you take here won’t affect your actual books or client accounts.
What Are the Demo Client’s Limitations?
The Demo Client has a few key limitations to keep things safe:
Sample data only — no live bank or app connections
Changes you make won’t affect real accounts
You can’t send invoices or pay bills
Invitations are disabled (you can’t invite colleagues or clients)
Limited to one demo firm/client per account
You can reset your demo, but you can’t create multiple ones
How Do I Launch the Demo Client?
Follow these steps to get started:
From your Firm Dashboard, click Create Demo Firm.
Digits will automatically provision your demo environment (this takes a few moments).
Once ready, click to open your Demo Client and start exploring.
When you’re ready to switch back to live work, return to the Firm Dashboard using the left-hand navigation menu.
How Do I Reset the Demo?
If you’d like to start fresh:
Locate the demo client tile in your Firm Dashboard.
Click the ⋮ (kabob menu) and choose Reset Demo.
Confirm to restore all sample data to its original state.
Warning: Resetting your demo deletes all test changes, CSV uploads, and edits — this action cannot be undone.
What Can I Explore Inside the Demo?
Once launched, try these areas to see how Digits works:
Inbox: Practice clearing sample open items
Ledger: Upload a CSV to see AI categorize transactions
Category Manager: Review the chart of accounts mappings
Reports: Explore sample financials and trends
Frequently Asked Questions
Can I connect the demo to real banks or apps?
No. The demo uses sample data only, with no live connections.
Can I have more than one demo client?
Each firm gets one demo. You can reset it anytime to start fresh.
Using the Demo Client to Pitch Digits to Your Clients
The Demo Client isn't just for learning — it's also a sales tool. Accounting firms don't always have a way to show clients what their software can do, and the demo gives you a ready-made environment to do exactly that.
You can use the demo to walk a client or prospect through Digits in a live conversation — show them how the Ledger works, pull up sample reports, or highlight features like AI categorization and real-time financials. Because the demo is preloaded with realistic sample data, it looks and feels like a real client dashboard without needing to connect to anyone's actual accounts.
This can be especially helpful when onboarding new clients who want to see the product before committing, or when you're showing existing clients additional Digits features they haven't explored yet.
Got a question or feedback? Our team is all ears—come say hello!