Admin · Setup

Import workbench

Paste JSON, see exactly what it will do, then apply through an audited database function. Applies run as you, so sign in first.

You are signed out
Previews still work, but every apply will be refused. Go to login.
EnvironmentReadyRoot env loaded
Remote writesTest windowGuarded CLIs
Bootstrap payloadValid1 company, 48 periods
Schema apply50 workbenchespnpm v2:migration-status

Finance

Budgets

Back to the app

External AI briefing

Copy this prompt, paste it into ChatGPT/Claude with your Excel/CSV, then paste the returned JSON here.

PAN: not set — add at /app/company

VAT: not set — add at /app/company

Examples are templates, not gospel
Repo examples pass structural validation but use placeholder tax IDs and sample amounts. Your accountant should confirm statutory rules and opening balances before you apply in production.

Budget JSON

Valid
12 lines

Preview

Validation only
Company
SCC
Lines
1
Total minor
20000000

Upserts finance.budgets by company, fiscal period and account. Optional campaignCode stamps marketing.campaigns.budget_minor. Actuals come from posted ledger lines. Requires finance.setup.

Runs app.apply_import('budget') as you; the database re-checks your permission and records an audit event.