Discover and scope
Understand the product, its roles and limits, and prepare a pilot.
Start with the complete guide, then explore user journeys, shipped capabilities, integrations, security and operations. The guides describe the repository version; they do not prove that a feature is enabled or deployed in your instance.
Documentation checked against version 0.150.3
Understand the product, its roles and limits, and prepare a pilot.
Guidance for everyday tasks and user roles.
Interface contracts, identity, permissions and external assistants.
Prepare environments, acceptance tests, backups and upgrades.
Named firms and portfolios, onboarding checklists and generic workflows that can be manually exported/imported after preview, expense rules that can be adapted per company, client records limited to individually assigned companies, and manual accounting feedback; no direct accounting-software connection is included.
Detailed guides for administration, payroll data, connectors and version history.
Documentation de la version 0.150.3. Guides are maintained in the GitHub repository. Client answers, employee data, secrets and acceptance evidence belong in the client's private workspace. Open the full documentation index →