Interactive demo · mock data
Run a full close in under two minutes.
Click through the actual workflow with a sample restaurant client — Acme Cafe, March 2026.
Step 1 of 5
Sync feeds
Connect the client
What to do: Click each bank or card feed to simulate connecting it via Plaid. You can also use Connect all to sync everything at once. In the real app, feeds refresh automatically each night.
Acme Cafe — bank & credit card feeds
Connected via Plaid. Refreshed nightly.
Finish this step's actions to unlock the next one.
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