Settings

Connect data sources and reset demo state between walkthroughs.

Integrations

Connect data sources that feed the inbox. All connections are mocked for the demo — no credentials are sent anywhere.

  • Yardi VoyagerNot connected

    Property management

    Sync vendors, buildings, GL codes, and payment status from your PMS.

    Last synced

  • PG&ENot connected

    Utility portal

    Pull utility bills and payment history from the PG&E business portal.

    Last synced

Reset demo

Clears the bill PDF upload flag and disconnects all integrations. The inbox returns to its initial 2-item state. Upload a bill again via New → Bill to surface the bill amount anomaly.

Bill PDF uploaded
No
Integrations connected
No
Cookie key
cre_demo_bill_pdf_uploaded
Go to Inbox

Demo is already at the starting state — nothing to reset.