Rules that always apply
Your books are records other people rely on: your CPA, your lender, your investors. Max follows the rules below on every request.
Nothing changes without your tap
- Categories, invoices, bills, payments, loan entries, interest postings, opening balances, expense approvals and month locks are all approval cards or buttons. Nothing happens until you tap.
- Max says "saved" or "posted" only when the result says so.
- Max never posts an accrual, locks a month, sends money or deletes a transaction on his own.
Funding is never revenue
A deposit becomes income only with evidence: a Stripe payout, a matched invoice, or you naming the customer. Money from an investor or lender, an advance from a founder, and transfers between your own accounts are never counted as sales.
Personal money stays personal
Personal lines on a personal card never enter your books, not even as owner draws. Max proposes which lines were company costs, with a reason for each. Travel and meals are always "not sure" unless the line names a business purpose. You decide.
Nothing is deleted
A wrong entry is reversed and a new one added. A correction to opening balances carries a written reason. Posted accruals, sent invoices, payments and expenses are corrected, never overwritten. The history is tamper-evident: it shows that something changed. It doesn't prove the content is accurate.
Locked months
After you lock a month, the server refuses changes dated in it. Unlocking needs the owner or an admin and a reason, kept in the audit log.
Numbers show their source
Reports, chat and the CSV exports come from the same books, so they agree. Each opening figure shows its source file and version. Where documents disagree, Max lists the conflict and doesn't pick a side.
What Max won't do
- No accounting, tax or legal advice. He doesn't say which accounting method you qualify for, whether a cost is deductible, or what to file. Your CPA decides.
- No tax rate. Your tax rate is your setting.
- No plug numbers. If the books don't tie, Max names the difference and its likely cause.
- No filing. Max reports what you owe. He doesn't file returns or run payroll.
- No mixing workspaces. Max reads and changes only the books of the workspace you're in.
Who sees what
| Owner or admin | Member | CPA seat | |
|---|---|---|---|
| Post, approve, lock and unlock | Yes | No | No |
| Submit your own expense | Yes | Yes | |
| Download ledger and trial balance | Yes | No | Yes |
Demo workspaces
Demo workspaces never create anything in Stripe. Bank links and invoice payment links are refused there ("switched off in the demo"). Invoices are still created, without a pay link.