Go-live path
Connector onboarding
This is the operator checklist for getting money.2rook.ai off demo data and onto real financial rails. The whole game is controlled ingestion, not reckless API spaghetti.
Phase 1: required source hookups
The first real unlocks
1. Plaid
Connect DRI Chase business checking, Chase Ink Business Premier, Amex Business Platinum, and the separate Biopure Chase business checking account.
2. QuickBooks Online
Pull chart of accounts, invoices, bills, customers, vendors, and payment records, but assume the books are incomplete and will need reconciliation discipline.
3. Mission Control link
Project, invoice, approval, and project-finance context should flow into this app for project-level visibility.
4. CSV fallback
Manual bootstrap and cleanup path for ugly legacy gaps.
Confirmed inputs
Now locked into the build direction
QuickBooks
QuickBooks Online, but incomplete. Treat it as accounting anchor with caveats, not holy scripture.
Chase card
Chase Ink Business Premier.
Amex card
Amex Business Platinum.
Entity rule
Keep Biopure separate for now. DRR starts fresh later and should not inherit Biopure history by default.
Initial access
Landon + Adam + Mel.
Recommended order of operations
How we avoid building a pretty liar
Step 1
Verify app build and wire `money.2rook.ai`.
Step 2
Create secrets/config for Plaid and QuickBooks.
Step 3
Build account/connector admin forms and sync job UI.
Step 4
Ingest raw transactions, then normalize them before showing anything too confidently.
Step 5
Layer card policy, anomaly detection, and weekly finance briefings after the data is clean.