Skip to content

Docs, terms and landing page for Books - #20

Merged
lobbystack merged 9 commits into
mainfrom
docs-books
Oct 9, 2026
Merged

lobbystack merged 9 commits into
mainfrom
docs-books

Conversation

@lobbystack

Copy link
Copy Markdown
Owner

Brings the docs, legal pages and marketing in line with Books.

Docs

  • Connectors: flat costs list every field of the form, including One time, Category and Paid with. Currency conversion says workspaces in Canadian dollars use Bank of Canada rates.
  • Revenue integration pages (Stripe, Polar, Paddle, Lemon Squeezy, RevenueCat): one sentence on Bank of Canada rates each.
  • Plans: Books is on every plan, Free included.
  • Agents: what read and write tokens can do with Books. A read token can export a journal, and exporting the whole workspace closes that month.

Legal

  • Privacy: the Bank of Canada joins Frankfurter as an exchange-rate source that receives no personal data.
  • Security: what Books stores: the incorporation date, country and region, and each exported month.
  • Terms: Books prepares figures and the user files them. It doesn't replace an accountant, some assignments are judgment calls, and users should keep their exports and invoices. The liability limit now excludes taxes, penalties and interest. Section 17 asks for 14 days' notice of material changes; there are no other users yet.

Landing page

  • New Taxes section, laid out like Dub's partners section: synced revenue and costs flow into a T2125 tax report and its lines. Title: "Your tax numbers, from your API keys".
  • Hero: "Connect Stripe, OpenAI, Vercel and every other bill. See what each product earns after costs, and get the numbers for your tax return."
  • "Dashboard" is gone from the page title, site description, README, demo page, landing markdown and the Baremetrics comparison.
  • Smaller fixes: pricing lists the tax report and QuickBooks and Xero export on Free; the changelog cards show October 8; the nav links to the blog; the Costs section says "unassigned" and covers one-time costs.
  • Comparisons: the spreadsheet and Baremetrics pages cover tax numbers and books.

Checked

  • npx tsc --noEmit, Biome on the changed files, pnpm build.
  • Production build: the landing page renders the Taxes section with no horizontal scroll at 375 px, the long form lines wrap on phones, the meta description and landing markdown carry the new copy, and the comparison pages return 200.

Flat costs document one-time costs, categories and Paid with. Currency conversion and the revenue integration pages say workspaces in Canadian dollars use Bank of Canada rates. Plans list Books on every plan, and the agents page says what read and write tokens can do with Books. The privacy policy lists the Bank of Canada as a source of exchange rates, and the security page lists what Books stores. The README adds Books and one-time costs.
Section 1 describes Books, says it doesn't replace an accountant, that some account and tax-line assignments are judgment calls, and that the user is responsible for their books and filings. The Service is still not a system of record: keep exported files and provider invoices. Exchange rates name the Bank of Canada. Section 12 covers tax-form assignments, and section 13 excludes taxes, penalties and interest assessed against the user.
…oard

A Taxes section after Costs shows synced revenue and costs flowing into a T2125 tax report, with the form's lines. The hero, page title, site description, README, demo page and the landing markdown say what OpenProfit does: profit per product and the numbers for your tax return. Pricing lists the tax report and the QuickBooks and Xero export on Free. The changelog cards show the October 8 release, the nav links to the blog, and the Costs section says unassigned and one-time. The spreadsheet and Baremetrics comparisons cover tax numbers and books.
CLAUDE.md describes Books (journal engine, closed months, tax lines with sources, what to update when a line changes), the blog, Bank of Canada rates, the Books check scripts, and running Biome inside a worktree. The spec says payouts come from Stripe only, Polar keeps daily totals without the order scopes, read tokens can close a month, and lists the known gaps.
/demo/books shows the tax report for the demo workspace, which the seed now sets as a US business without a company, so it files Schedule C. The export and the settings change data, so the demo leaves them out. The tax report takes the year handler from its page instead of navigating /app/books itself.
Developers call what they ship an app, so the hero, the Profit and Costs sections, the public pages card, the footer, the site description, the landing markdown and the README say app. The app keeps Products as the page name.
@lobbystack
lobbystack merged commit 8a393b8 into main Oct 9, 2026
1 check passed
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

1 participant