OWNERS·INVESTORS·PRINCIPALS·SENIOR MANAGEMENT
DOCUMENTATION

Everything you need to
run your Controller.

Setup takes minutes, not meetings. These guides cover connecting your accounts, reading your first findings, and getting the most out of the watchdogs.

FULL DOCS UNLOCK WITH MEMBER ACCESS · AUGUST 29, 2026

GUIDES

Start here.

Getting started
From signup to first watchdog on duty — the whole path in one guide.
AT LAUNCH
Connecting your accounts
Linking QuickBooks, Stripe, and bank feeds. Read-only setup, step by step.
AT LAUNCH
Reading your first audit
What a finding looks like, what it's costing you, and how to act on the fix.
AT LAUNCH
Meet the watchdogs
Who's on your case, what each specialist watches for, and how they report.
AT LAUNCH
Membership & billing
Plans, Charter Membership, upgrades, and how to manage your account.
AT LAUNCH
Security & data
Read-only access, data isolation, and how to disconnect at any time.
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