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GoSeedly Accounting & Bookkeeping Kit / INSTALLATION

A clear path
to your workspace.

Bring the kit into your compatible Seedly installation, preserve existing work, and choose the starter content that fits your team.

01

Start with your Seedly project.

Use your separately obtained Seedly CRM 5.8.4 installation with extension API 1, a configured backend, and working authentication. Keep a private source checkpoint, including existing customizations. Use Node.js 20 or newer.

02

Run guided setup.

Extract the kit outside the Seedly source folder. From the kit directory, run node setup.mjs. The check identifies supported integration files, changed files, and destination conflicts before installation.

03

Build and connect.

Deploy the included required helper from your authoritative backend source before connected edits. Follow QUICKSTART.md with your project’s existing package manager. Build the web app, sign in, and open your existing /location/YOUR_LOCATION_ID address. Verify access, navigation, and your important CRM flows.

Install the interface.
Choose the starting content.

Frontend installation and optional account content are separate. The included original engagement helper is required for connected creation, editing and starter setup. It preserves native account permissions and unrelated custom fields, keeps stable monthly close and document request IDs, and checks the current record state before saving. Deploy it from your authoritative backend source before connected edits. Pipeline presets and workflow drafts remain optional. Follow QUICKSTART.md and STARTER_CONTENT.md for the exact integration. The frontend installer does not deploy your backend.

Pick your starting structure.

Starter setup offers Client onboarding, Monthly close, Tax season, Cleanup projects. Select individual pipelines and drafts, or use a suitable existing pipeline with the exact stage needed by the chosen draft.

Adapt each workflow.

All nine workflows remain inactive drafts. Review their native triggers, internal tasks, notes, timing, and assignments before publishing in Seedly. Timed waits do not check whether a task is complete or the stage has changed. These examples do not send customer messages.

Explore sample mode.

Explore ten fictional client engagements with recorded monthly closes across the year, close checklists, document request lists, filing types and recorded due dates. Example edits stay in the current page’s memory and reset on navigation or reload; sample engagements are never inserted into your CRM. Add ?example=1 to the home or custom-view URL. Leave sample mode to return to your real account.

INSTALLING WITH AN AI AGENT?

Give it the context.
Keep your custom work.

Existing records and unrelated custom source do not require starting over. Modified integration files need a deliberate merge.

Start with the copy-and-paste prompt in INSTALL_WITH_AI.md.
Read AGENT_INSTALL.md for routes, permissions, provider wiring, backend contracts, and compatibility requirements.
Run node setup.mjs check "/path/to/seedly" before modifying files.
Preserve existing extensions, providers, account controls, custom pages, and unrelated data.
Use a reviewed merge for changed integration files; never replace them with clean copies or bypass the installer’s fingerprints.
Deploy the required write helper from the authoritative backend source before connected edits; preserve existing functions and authorization.
Build and verify account access, original CRM modules, new screens, saving, and reload behavior before publishing.

Make the workspace
feel like your team.

Edit apps/web/components/devlaunch-accounting-bookkeeping/config.ts to set company name, descriptor, and default pipeline name, then rebuild. The design applies to the entire web installation. Use separate web installations to evaluate different full-interface kits, rather than stacking their installers.

Starter removal, updates, and rollback

Review unused starter additions for removal in Starter setup before removing the frontend. Server checks preserve edited or published workflows and pipelines with jobs or references. The process targets recorded kit additions rather than sweeping account records.

Preserve your local configuration and source edits. Preview frontend removal with node setup.mjs remove "/path/to/seedly" --dry-run. The automatic uninstaller uses a private restoration receipt and refuses to overwrite later edits. Keep that receipt private and out of public hosting or source exports. Removing frontend files does not remove account data or undeploy backend functions.

For an update, follow the documented removal/install process and reapply your preserved changes. A manually merged installation needs its own private change ledger and reviewed source rollback.

What the workspace records

One engagement is a native contact-linked opportunity with a recorded engagement type, entity type label, fiscal year end month, preparer and software labels, a monthly fee reference, a filing type and a recorded tax due date. Monthly closes and document requests are stable-ID child records. Unrelated custom fields are preserved and stale record versions are rejected.

This is not accounting software. It holds no chart of accounts, ledger, journal entries or transactions. It reads no bank or card feed and runs no reconciliation engine; the five checklist flags are boxes a person ticks. It prepares no return, calculates no tax and files nothing. It collects no signature and stores no file: the Documents view is a request checklist of names and flags. It does no billing, invoicing, payment collection or time tracking, and the monthly fee reference is separate from opportunity value. Deadlines lists dates people entered and makes no compliance guarantee. Two active closes cannot share the same month, a close recorded as closed always carries a closed date, and child rows are archived rather than dropped.

The kit’s original operational screens share the frame with full CRM modules from your own Seedly source. Existing account permissions, feature gates, and configured providers still determine access to those modules.

See the interface and everything included.

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