Skip to main content

CFO Stack Docs

CFO Stack is an AI-assisted accounting system built on top of Beancount, slash-command skills, and explicit validation gates. The docs site is where the operating model lives now instead of scattering the framework across top-level markdown files.

Live Dashboard Samples​

These sample dashboards are generated at docs build time from the example ledgers, not hand-made screenshots.

US Company

Solo consulting business with statement-style reporting and cash movement.

Open standalone HTML

Canadian Company

Incorporated Canadian service business with GST/HST and equipment activity.

Open standalone HTML

US Family

Household net worth, savings rate, spending mix, and direct cash flow.

Open standalone HTML

Canadian Family

Canadian household view with mortgage, childcare, and tax-heavy spending mix.

Open standalone HTML

See the full dashboard reference for all six sample ledgers, including the individual examples and generation workflow.

C

Capture

Pull every raw money artifact into one reviewable queue.

Where is every piece of evidence of money right now?

  • /capture
  • /statement-export
  • /statement-export-private
  • /capture-dedupe
  • /doc-preprocess
  • /bank-import
  • /receipt-scan
L

Log

Convert evidence into reviewed Beancount entries.

Do I know where every dollar came from and went?

  • /log
  • /classify
  • /validate
E

Extract

Pull patterns, anomalies, and tax signals out of the books.

What are the numbers telling me to do next?

  • /extract
  • /reconcile
  • /tax-plan
  • /consult
A

Automate

Turn repeated workflows into scripts, pipelines, and checks.

Have I repeated this enough times to automate it?

  • /automate
  • /monthly-close
  • /quarterly-tax
R

Report

Produce decision-ready outputs instead of raw ledger noise.

Can I summarize financial health in one paragraph?

  • /report
  • /fava
  • /advisor

What this documentation is for​

  • Explain the C.L.E.A.R. operating model clearly enough that new contributors can extend it without guessing.
  • Turn the current README-level guidance into docs that can grow into implementation notes, example walkthroughs, and tooling references.
  • Leave room for future dashboard generators, Fava integrations, Beancount exports, and Python or Bun utilities.

Start here​

If you are new to CFO Stack, read the framework first and then the skill reference.

If you want the agent to route you instead of picking a skill yourself, start with /cfo.

  1. Read the CLEAR framework to understand the five-stage operating model.
  2. Review the skill reference to see how the slash commands map onto each stage.
  3. Use the tooling roadmap to shape future work around dashboards, reports, and automation scripts.

Local docs workflow​

cd docs
bun install
bun run check
bun run start

Design constraints​

Financial system, not tax authority

CFO Stack should never invent tax rules, claim compliance, or mutate ledgers silently. The docs need to reinforce that the product produces traceable packets and proposed diffs, not final legal judgments.