9000Guides
Step by step, from install to close.
Install it, open your books, connect your own agent, import the bank data and close your first month. Every guide says what is Shipped and what is still Preview.
91004 guides
Get started
Choose how to run it, install it and open your first set of books.
- 9101PreviewInstall on WindowsExtract the portable build, open the app, claim the one-time setup link and know where your data lives.6 min read
- 9102PreviewSelf-host from sourceRun Analytical Ledger on your own PostgreSQL 18 database from a source checkout, and what to set before anyone else can reach it.7 min read
- 9103PreviewA managed hosted instanceWhat you get with one isolated instance per client, how the first owner signs in, and what you can take with you.5 min read
- 9104PreviewFirst-run setupFrom the one-time setup link to your first entity, a template chart of accounts and open periods, then users and roles.7 min read
92003 guides
Your agent
Connect Claude, ChatGPT, Codex or any MCP client, reach it from your phone and bring your own keys.
- 9201ShippedConnect your agentLink Claude Code, Codex, Claude, ChatGPT or any MCP client to your ledger with read or draft access you can revoke.10 min read
- 9202PreviewYour agent in your pocketAsk your agent about cash, the close or a bill from your phone. Hosted is connect-once; a local install needs a tunnel.6 min read
- 9203PreviewBring your own API keysStore Anthropic, OpenAI, SimpleFIN and Stripe keys encrypted in Settings, and know what wins when the host sets one too.5 min read
93003 guides
Use it
Import the bank data, close the month and plan the year.
- 9301ShippedImport bank dataBring in CSV and OFX files, tune the rules, sync a SimpleFIN feed, and reconcile to the statement.9 min read
- 9302ShippedYour first month-end closeReconcile, work the close checklist, close the period, lock it when it is final, and fix mistakes with reversing entries.8 min read
- 9303ShippedBudgets and forecastsPlan the year per account, track budget against actual each month, and project the rest with drivers and overlays.7 min read
94003 guides
How it works
What keeps the books correct, how the pieces fit together and how to get your data back.
- 9401ShippedHow double-entry is enforcedTwo locks, the Postgres triggers by name, why posted entries never change, and how exact money is stored.8 min read
- 9402ShippedArchitecture overviewThe Next.js application, one PostgreSQL database per instance, the MCP endpoint and where each piece runs.6 min read
- 9403ShippedBackups and restoreA snapshot that proves itself: how to back up on each way of running it, and what a restore re-checks.6 min read
c/fCarried forward
Bring your books home.
The software is free and Fair Source. Ask for early access, or ask us to run an isolated instance for you.