Guides
Start with the product as it is: real screens, demo evidence, explicit unknowns, and refusals that explain themselves.Every image in the new walkthroughs is an unretouched capture from a credential-free local demo build of the current default branch.
The address bar is excluded, identities and values are synthetic, and no production system was used.
Start here
The product, screen by screen
Follow the running rail through Forms, Books, Accounting, Audit, Files, Actions, and Dev, including unavailable and inconclusive states.
The golden path
The observed current-branch path from choosing a document through a separate approval, with the uncaptured handoff boundary stated plainly.
Refusals and revisions
See the blank-document gate, the maker approval refusal, and a real v1-to-v2 correction that preserves both versions.
Signing in and finding your way
The workspace, rail, threads, and display controls.
The document journey
1 · Compose the document
Pick a schema, fill the generated form, read the live preview, and save.
2 · Sign it
A designated approver signs; the author cannot approve their own work.
3 · Hand it to the Clerk
The reference for the handoff boundary.
4 · Intake gate
The reference for the first human accounting decision.
5 and 6 · Draft and posting gate
The reference for the draft and the distinct posting decision.
See it in the ledger
How a posted entry is identified and traced.
Other workflows
GreatBook workspaces
The native Books families and the Accounting desk.
Upload a document
The second intake lane for documents that were not composed in the Typewriter.
Work the review inbox
Reject, send back, and revise as distinct decisions.
Match evidence
Follow independent evidence through the matching workflow.
Follow accounting lineage
Trace evidence, workpapers, subledger facts, and journal entries without conflating them.
Read the General Ledger
The event book, legacy balances, reconciliation, and statements.
Ask the Auditor
Independent assurance from a read-only agent.
Work the exception register
Scheduled checks and the findings they leave for people.
Close a period
The close checklist and its blocking results.
Reference
Reference
Statuses, permissions, deep links, and API surfaces.
Known rough edges
Current limitations and how the product reports them.