Documentation

Getting started

Every organization gets its own private space -- there is no shared account between organizations, and no organization can see another's data.

1. 1. Sign up. Create an organization with your name, an email, and a password. This creates your organization and makes you its first administrator. Every organization starts on a 7-day free trial with full access to every feature -- no card required to try it.
2. 2. Set your currency and label. From Settings, choose your currency, timezone, and what to call the people or groups you track (e.g. “Member,” “Resident,” “Student”) -- this becomes the label used throughout the app. If your organization already has cash or a bank balance from before you started here, enter it as a starting balance (at signup or from Settings) so your balance is accurate from day one. Currency, timezone, and starting balance all lock automatically the moment your first ledger entry is recorded, since changing them afterward would make historical amounts ambiguous.
3. 3. Invite your team. From Settings → Users, invite the people who'll help run the ledger. Three roles are available:

Managing members

Before recording activity for someone, they need an entry in your member registry (/entities). Each one gets a structure-free public ID (like ENT-4F8A2C) used to identify them on public verification pages without exposing anything private. Add a member with a display name and, optionally, a contact email -- search by name or ID once your list grows.

Onboarding a whole roster at once? Use Import next to Add on the member list -- download the CSV template, fill in one row per member (name required, email and phone optional), and upload it. Each row is created exactly as if added one at a time; rows with a problem (a blank name, a malformed email) are skipped and reported back rather than blocking the rest of the file.

Members never get a login of their own -- there's no per-member account or password to manage. Instead, each member can optionally get their own private share link (see Letting members verify below) so they can check their own activity without one.

Recording activity

From /ledger, record two kinds of activity:

• Income-- money received. Requires a member (who it came from), an amount, a description, and the date it actually happened -- which can differ from today's date, and is what every report and public verification page is based on.
• Expense -- money spent. Requires either a member or a free-text recipient name (for paying someone outside your member list, like a vendor), an amount, a description, and the transaction date.

Optionally attach a receipt or screenshot (JPG, PNG, or PDF, up to 10MB) right on the form when it's most convenient -- for example, right after an online transfer -- or later from the entry's own detail page.

Fixing a mistake

If an entry was recorded wrong, open it and choose Correct this entry. A correction is a new entry that references the original, requires a written reason, and asks you to confirm you understand the original will stay visible, struck through but never removed. The corrected amount is what counts toward totals and public balances -- the original stays as a permanent record of what was first entered and why it changed. A correction can't itself be corrected again; if a correction also needs fixing, record a new one against the same original entry.

Letting members verify

This is the actual point of the product: anyone can verify the record without creating an account. Two kinds of link, both managed from Settings or a member's own page, both revocable and regenerable at any time:

• Organization link (Settings → Share Links) -- opens a read-only page showing your organization's full balance and activity history. Good for a public bulletin board, a group chat, or your own website.
• Member link -- enabled from an individual member's own detail page, scoped to just their activity, with date-range presets (1 week through 1 year, or a custom range) so a member can pull up exactly the period they care about.

Both links are unguessable and carry no login -- treat them like you would any link you don't want to fall into the wrong hands, and regenerate one if it ever needs to stop working for whoever currently has it.

From their own member link, anyone can also enter an email to be notified whenever new activity is recorded for them -- no account needed. A confirmation email is sent first (so the form can't be used to spam an address that isn't the requester's own); every notification email includes a one-click unsubscribe link.

Settings & administration

Billing and Audit log are their own items in the sidebar (the latter viewable by auditors too, not just admins) -- everything else administrative lives under Settings (org admins only):

• Users -- invite teammates, change roles, deactivate access.
• Share links -- manage the organization-level verification link.
• API keys -- connect another system to your data. See the API reference.
• Webhooks -- get notified in Slack directly (no relay needed), or send signed events to your own backend, whenever activity is recorded. See Webhooks in the API reference for the payload shape and how to verify a delivery.
• Export -- upload a logo for CSV/PDF exports and the public verification pages.
• Categories -- optional labels (Utilities, Maintenance, Events) for expenses, shown as a breakdown chart on the dashboard.

Billing -- your plan, trial status, and payment method.

Audit log -- who changed what administratively, and when (not the financial record itself -- see Recording activity for why that's permanent for a different reason).

Plans & billing

Every plan includes unlimited ledger entries, corrections, evidence uploads, and the organization-wide verification link -- there are no per-member fees on any plan, since members never need an account. Per-member share links, the external API, and outbound webhooks are available on the Organization and Enterprise plans. See current pricing or manage your subscription anytime from Billing.

Next steps

Want to try it before setting anything up? Log into a live demo on any plan -- real credentials, real interactions, reset periodically. Connecting another system? Read the API reference (it covers webhooks too). Ready to start? Create your organization.