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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:

  1. From your Firm Dashboard, click Create Demo Firm.

  2. Digits will automatically provision your demo environment (this takes a few moments).

  3. 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:

  1. Locate the demo client tile in your Firm Dashboard.

  2. Click the ⋮ (kabob menu) and choose Reset Demo.

  3. 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

Is the demo client free?

Yes — the demo is included at no cost with your firm account.

Can I connect the demo to real banks or apps?

No. The demo uses sample data only, with no live connections.

Can I invite teammates or clients?

No. Invitations are disabled in the demo environment.

Can I upload test data?

✨ Yes! You can upload a CSV to the Ledger to see Digits in action.

Can I have more than one demo client?

Each firm gets one demo. You can reset it anytime to start fresh.

Need a little extra help? We’ve got you — email us at [email protected]