Back to marketplace
Finance• Pro
CatalystAgile Bookkeeper Onboarding Engine
Document-request list and dated task matrix for a new client.
Live demoOpen full screen →
What you get
Choose entity type and the services you provide; get the exact document-request list and a dated onboarding task matrix. The workflow Karbon and Ignition charge a monthly seat for, as a one-time purchase.
- Request list by entity type and service mix
- Dated task matrix with owners
- Chart-of-accounts starter by industry
- Editable templates throughout
- Client-ready export
What's in the ZIP
- Full PWA source (HTML/CSS/JS)
- README-USER-GUIDE.md
- GROQ-OPTIONAL.md hook
- LICENSE.md (single-buyer perpetual)
- Logo + favicon assets
- 1 free hosting walkthrough
Hosting your copy
Drop the unzipped folder into Cloudflare Pages, Vercel, Netlify, or even a S3 bucket. The PWA works as a static site — no Node server, no database, no API key required. Add a free Groq API key later if you want AI-enhance mode (instructions in GROQ-OPTIONAL.md).