Core concepts

The demo library

The demo library ships four curated, versioned datasets, a rung apart in complexity, each loadable into its own clearly-labeled Demo environment, resettable to pristine, and deletable. Everything in a demo is built through the normal services, so it is real, valid data you can click through, not a mock-up.

  • Solo Freelancer (Demo): the gentle intro (the fundamentals).
  • Small Business (Demo): escalation, a card, and a seasonal sales pattern.
  • Mid-Market Group - Parent (Demo): a card, an escalating lease, a derived rebate, transfers, a below-zero running balance.
  • Enterprise Group - Parent (Demo): the flagship (multi-entity, reserves, a what-if scenario, invoices that roll up, and scale).

On first run the default (Solo) is loaded so the app is never empty. Loading, resetting, or deleting a demo never touches your real environments. See *Load, reset, and delete a demo*.

In-app documentation, version 5. Generated from the product documentation source, so this matches the app exactly.