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Finance• Pro

CatalystAgile Bookkeeper Onboarding Engine

Document-request list and dated task matrix for a new client.

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).