Manage bookkeeping settings and connected accounts - Karat Help Center

Demo mode

If you want to explore Karat Bookkeeping before syncing real accounts, you can enable Demo Mode. This provides sample data so you can preview P&L reports, balance sheets, and cash flow statements without connecting your financial accounts. To enable Demo Mode, go to Settings > Bookkeeping and toggle on Demo Mode.

SMS settings

Karat Bookkeeping includes SMS expense categorization and account syncing. To manage SMS settings:

1. Go to Settings > Bookkeeping
2. Under SMS settings, toggle Categorize expenses with SMS on or off

When enabled, you’ll receive a text after eligible transactions asking you to categorize the expense. This helps keep your books updated in real time.

Manage connected accounts (Bookkeeping)

To manage synced financial accounts:

1. Go to Settings > Bookkeeping
2. Under Connected accounts, click Manage accounts

From here, you can: view synced accounts, add additional accounts, and update or refresh connections. Keeping accounts connected ensures your P&L, balance sheet, and cash flow reports remain accurate. Karat is a financial technology company, not a bank. Banking services provided by Grasshopper Bank, N.A., Member FDIC. The Karat Visa® Business Credit Card is issued by Cross River Bank, Member FDIC, and pursuant to a license from Visa️ USA.