Documentation

Implementation notes, setup flow, and operational guardrails.

Quick Start

  • Run MongoDB, Redis, API, and web with Docker Compose or local services.
  • Configure OAuth apps for QuickBooks and Shopify, plus Stripe and Azure credentials.
  • Open Swagger at /docs and the SaaS dashboard at /dashboard once both apps are running.

Operational Flow

  • Create an organization, verify your email, and invite finance teammates.
  • Connect QuickBooks first, then attach marketplace integrations and map critical references.
  • Use manual sync to validate mappings, then switch on scheduled and real-time sync.

Compliance & Security

  • OAuth credentials are AES-encrypted before persistence.
  • JWT, CSRF, rate limiting, secure headers, and audit logs are enforced server-side.
  • GST validation and reporting are built for India-focused accounting operations.