Every month, each Stripe payout and bank line is matched to its entry and the Period closes and locks. You get a profit and loss by the third business day.

Needs Take a payment

What you get

1month checked line by line: every Stripe payout and bank line matched to your booksTransaction
1month closed and locked by the third business dayPeriod
1profit and loss, balance sheet and cash flow for the monthReport
1Task to you for each line it could not matchTask

Your agent does

Process.enable → Setting.update

You, to your agent

Close the books every month.

Close last month.

Are the books reconciled?

# 1. Process.enable
curl -X POST https://api.sb/leaseline.app/processes/process_books/enable \
  -H "Authorization: Bearer $STARTUP_BUILDER_API_KEY"

# 2. Setting.update
curl -X PATCH https://api.sb/leaseline.app/settings/setting_1 \
  -H "Authorization: Bearer $STARTUP_BUILDER_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"value":3,"key":"close.businessDay"}'

import { $ } from 'startup-builder'

await $.Process.enable({ process: 'process_books' })
await $.Setting.update({ id: 'setting_1', value: 3, key: 'close.businessDay' })

npx startup-builder do Process.enable --json '{"process":"process_books"}'
npx startup-builder do Setting.update --json '{"id":"setting_1","value":3,"key":"close.businessDay"}'

{
  "name": "do",
  "arguments": {
    "code": "await $.Process.enable({ process: 'process_books' })\nreturn await $.Setting.update({ id: 'setting_1', value: 3, key: 'close.businessDay' })"
  }
}

Change it

Send the profit and loss to my accountant too.
Do not lock a month until I approve it.
Show me cash, not accrual.

Under the hood

Systems: Ledger, Reports, Treasury
Nouns: Period, Transaction, Entry, Setting
Events: Transaction.reconciled, Period.closed, Period.locked
Stripe objects: Payout, Balance Transaction

Close monthly from your first sale. A year of unreconciled lines costs a week of an accountant's time; a month costs your agent minutes. Taxes file from locked Periods, so a late close is a late return.

What you getCopy Anchor Link

Your agent doesCopy Anchor Link

Change itCopy Anchor Link

Under the hoodCopy Anchor Link

What you get

Your agent does

Change it

Under the hood