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Tooling Roadmap

The docs site is not just for narrative framework pages. It is the place to grow the implementation surface around CFO Stack.

Near-term documentation targets​

  • Beancount primer pages for operators who know accounting but not Beancount syntax
  • Example-driven walkthroughs that show how a raw CSV becomes reviewed entries
  • Validation and reconciliation guides that explain how bean-check fits into the monthly workflow

Example-driven dashboard work​

The most valuable next step is likely building from the existing example ledgers to generate usable dashboards and reports instead of only documenting theory.

Possible directions:

  • Use Beancount queries or exported data to generate static KPI dashboards from the examples/ ledgers
  • Wrap Fava views with opinionated starter dashboards for founders who want P&L, runway, tax payable, and cash snapshots quickly
  • Produce snapshot reports that can be versioned alongside the ledger and attached to /snapshot commits

Python and Bun tooling​

There is room for two complementary tooling tracks:

Python​

  • Importers, validators, and Beancount-native data pipelines
  • Report builders that consume ledger data directly
  • Tax-packet generators based on jurisdiction packs

Bun or TypeScript​

  • Static dashboard generation from normalized ledger exports
  • Fast CSV and receipt-processing helpers around the examples directory
  • Developer tooling for docs, schema validation, and publishing workflows

Suggested repo shape​

If that tooling work lands, keep the split explicit:

  • docs/ for the Docusaurus site and implementation notes
  • examples/ for canonical sample ledgers and fixtures
  • scripts/ or packages/ for Python and Bun tooling once the interfaces stabilize

That keeps the documentation site useful now while leaving a clean path for real productized tooling later.