Systems

Connect your systems

The real integration surface today, without placeholder connectors.

Optional assist

AI term and narrative assist

Off◇AI assist off

With ANTHROPIC_API_KEY, AI can extract LPA terms, suggest expense categories, and draft close memos. No AI runs in the money path; deterministic engines compute allocations, postings, balances, and checks.

Ledger backend

Internal append-only ledger

Live

Today the ledger is internal and immutable: events post through src/lib/ledger/, balances are derived, and period locks are enforced. It is the boundary for a future Fragment swap.

Investor data

CSV or manual entry

Validated rows create investors and commitments only. No ledger entries are posted.

LPA terms

Upload for extraction

Manual terms only

LPA upload and term extraction live in the fund setup wizard. No document connector is available yet.

Open setup
Not yet available

Bank, CRM, and email connectors

Not available

There are no bank, CRM, investor portal, email, or hosted-ledger connectors in this build.