Getting Started

Digits gives you a dedicated demo client so you can explore the platform, test workflows, and showcase features to clients—no real data required.

How to Set Up Your Demo

1. From your Firm Dashboard, click Create Demo Firm.
   
2. Digits will automatically provision your demo client.
   
3. Once ready, click to open the demo.
   
   

The demo account comes pre-loaded with test data you can fully interact with. To see the AI at work, try uploading a CSV to the Ledger!

What You Can Do in the Demo

Use your demo client to explore key areas of Digits, including:

• Home Dashboard: View and edit widgets
  
• Inbox: Review and take action on items
  
• Banks & Cards: Filter, view, and edit transactions
  
• Bills & Invoices: Upload, edit, and test workflows
  
• Vendors & Customers Tabs:
  
  • Filter, view, and edit vendor/customer records
    
  • View and manage vendor- or customer-specific transactions
    
• Financials Tab: View standard reports and test custom reports
  
• Ledger: View, edit and CSV import transactions
  
• Reconciliations: Walk through bank rec workflows
  
• Category Manager: View and edit the chart of accounts
  
• Connections: View, but not connect new accounts

Demo Limitations

Your demo account is limited in the following ways:

• New connections cannot be added
  • Upload a CSV to import additional transactions into the demo
• Invitations cannot be sent
• Money cannot be moved (Bills/Invoices)

Resetting Your Demo

You’re limited to one demo firm and client. If you want a clean slate:

• Click the kabob menu (⋮) in your demo client
  
• Choose Reset Demo to clear all test changes
  
  

Use your demo to train team members or walk clients through Digits in a risk-free environment.