> ## Documentation Index
> Fetch the complete documentation index at: https://help.trykarat.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage bookkeeping settings and connected accounts

## 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.

*<sub>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.</sub>*