Using Your Demo Client (Sandbox)
The Demo Client (aka Demo Firm) is a sandbox company with sample data. Explore features, test workflows, and demo Digits—no real bank connections.
When to Use It
You’ve set up your firm on Firm Free Books, but you don’t want to connect your bank data yet.
Post-setup exploration: kick the tires after creating Firm Books or adding a client without changing real data.
Client-facing demos: show prospects how Digits works using realistic sample data.
Team training: practice workflows before going live.
Key Limitations
Sample data only—no live connections to banks or external apps.
Changes in the demo don’t affect real clients.
CSV imports are allowed to add sample transactions.Invitations can’t be sent.
Funds movement isn’t available (can’t pay bills/send invoices).
Limited to one demo firm/client per account.
How to Launch the Demo Client
From your Firm Dashboard, click Create Demo Firm.
Digits will automatically provision your demo client.
Once ready, click to open the demo.
Reset the Demo
Restore your demo to its original sample data. This removes all test changes (e.g., CSV uploads and edits) and can’t be undone.
On the demo client tile, click the kabob (⋮) menu.
Select Reset Demo to clear all test changes.
Note: You’re limited to one demo firm/client. Resetting doesn’t create a new one—it just returns the existing demo to its default state.
What to Explore
Inbox: view open items and practice clearing them.
Client list & search: navigate as you would with real accounts.
Category Manager: review categories and mappings with sample data.
✨Digits AI: 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
FAQs
Is the demo client free?
Yes. The demo client is included at no cost and doesn’t incur any charges.
Can I use the demo if I’m on Firm Books (Free)?
Yes. It’s ideal if you want to try Digits before connecting your firm’s real bank data.
Does the demo connect to real bank feeds or apps?
No. The demo uses sample data only and cannot connect to live banks or external apps (e.g., payroll, payments).
Can I add more data to the demo?
Yes—upload a CSV in Ledger to add sample transactions and see AI features in action.
Can I invite teammates or clients to the demo company?
Invitations are disabled in the demo. Invite users to real clients or Firm Books instead.
Can I pay bills or send invoices in the demo?
No. Funds movement is disabled. Use the demo to practice workflows, not to move money.
Can I have more than one demo client?
Each firm gets one demo firm/client. You can reset it to start over.
What’s the difference between the Demo Client and Free Firm Books?
Demo Client = sandbox with sample data for exploration and demos.
Free Firm Books = your firm’s real books with live connections (when you choose to connect).
Is the demo good for client-facing presentations?
Yes. Use the demo to show workflows and outcomes safely, then explain that connecting a prospect’s accounts will replace sample data with live insights.