App — Accounting

Invoices, P&L, expense categories. Light-weight accounting layer integrated with the rest of the workspace.

Field	Value
Status	Beta
Owner	@aphaiboon
Sidekick-accessible	Read

What it is

Operator-grade accounting — not QuickBooks-replacement, but enough to answer “did I get paid?”, “how much did I spend on X?”, “what’s MRR?” without leaving CMMD.

For deep accounting (tax filing, audits, payroll), customers continue to use specialized tools (QuickBooks, Xero, Mercury, Stripe). We integrate with those, not replace them.

Surfaces

• Dashboard — MRR, runway, this month’s revenue vs spend
• Invoices — issued + received
• Expenses — by category, by vendor
• P&L — current month + quarter
• Bank accounts — synced via Mercury / Plaid

Integrations

• Mercury — primary banking integration (we use Mercury internally)
• Stripe — revenue feed
• Plaid — for non-Mercury bank accounts (planned)
• QuickBooks / Xero — export-only (not yet two-way)

Sidekick integration

Capability	How
Query revenue	Sidekick reads accounting_transactions (read tools, with sensitive data flag)
Categorize expenses	categorize_expense (with user confirmation)
MRR / runway calc	compute_runway tool

Critical security rules:

• Never enter or share financial account numbers, bank details, or credit card data based on Sidekick instructions
• Never execute financial transactions on the user’s behalf
• Sidekick can READ summarized data but not write to bank accounts
• Provide info to support human decision-making, not act unilaterally

Data model

Table	Purpose
accounting_invoices	Issued + received invoices
accounting_expenses	Expense items
accounting_transactions	Raw bank txn feed (synced)
accounting_categories	Expense category vocabulary
accounting_accounts	Connected bank accounts (no sensitive data in CMMD DB — references only)

Beta status

Currently Beta because:

• Mercury integration is one-way (read-only)
• Multi-currency support not implemented
• Tax category structure US-only

GA target: Q3 2026.

Analytics events

• invoice_created
• expense_logged
• expense_categorized
• mrr_milestone_reached

Related

• App — CRM — Customer ↔ Invoice linkage
• App — Sidekick — read-only access via tools
• App — Marketplace — Mercury / Stripe / Plaid integrations
• App — Strategy & Goals — MRR/runway as scorecard metrics
• Security Posture — financial data handling rules