Buyers shouldn't have to sign up to see what they're buying, and clients' records shouldn't be sitting in anything a stranger can click into. So there are two ways in, separated by where the data lives, not by a checkbox.
No account, no email, no card. A fictional agency's data, ten clients, live pipeline, invoices, expenses: so you can use the thing properly before deciding.
A private instance for your business at your own address. Real customer data, real invoices, isolated per client, backed up, and never shared with another tenant.
| Demo workspace | Client workspace | |
|---|---|---|
| Access | Open to anyone | Invited users, authenticated |
| Data | Fictional sample set | Your real records |
| Where it lives | Your browser only | Server, encrypted, backed up |
| Users | Whoever is at that browser | Owner · staff · accountant |
| Enquiries from your site | Simulated form | Real submissions, real time |
| Invoices | Practice invoices | Issued, numbered, VAT-ready |
| History | Resets | Kept, audited |
| Support | , | Direct, through the platform |
Both doors are the same application. Your workspace runs at an address with your name on it, and works on a phone in a van as well as on a laptop in an office.
Your bookkeeper gets the books, not the pipeline. A new starter gets the pipeline, not payroll. Access is a decision you make per person, and can undo in a click.
If you leave, you take your contacts, invoices and expenses with you in a format that opens without us. Portability is part of the product, not a favour.
Most people spend ten minutes in the demo and arrive at the call already knowing which plan they need. That's the point of leaving it open.
