Smart GL

AI-powered accounting software for Australian small businesses.

Overview

Smart GL is a Stage 1 AI Accounting application that automates transaction categorisation using:

• Basiq API - Bank feed aggregation
• Formance Ledger - Double-entry bookkeeping
• Claude Sonnet 4 - AI categorisation
• Supabase - PostgreSQL with RLS

Tech Stack

Component	Technology	Purpose
Frontend	Next.js 15 + App Router	React UI
Backend	FastAPI (Python 3.12)	REST API
Database	Supabase (PostgreSQL)	Data storage
Ledger	Formance Ledger v2	Double-entry accounting
Bank Feeds	Basiq API v3	Bank aggregation
AI	Claude Sonnet 4	Transaction categorisation
Embeddings	OpenAI	Semantic search

Project Structure

smart-GL/
├── .doc/                    # Documentation
│   ├── getting-started/     # Quick start guides
│   ├── architecture/       # Diagrams
│   ├── api/               # API reference
│   └── adr/               # Architecture decisions
├── apps/
│   ├── web/               # Next.js frontend
│   └── api/               # FastAPI backend
├── infra/
│   ├── supabase/          # Database migrations
│   └── docker-compose.yml # Formance Ledger
└── packages/              # Shared packages

Quick Start

Prerequisites

• Node.js 18+
• Python 3.12+
• pnpm 9.0+
• Supabase CLI (optional)
• Docker (for Formance Ledger)

Setup

# Clone and install
pnpm install

# Start development
pnpm dev

Environment variables (see .env.example):

• SUPABASE_URL - Database URL
• SUPABASE_SERVICE_KEY - Service role key
• ANTHROPIC_API_KEY - Claude API key
• OPENAI_API_KEY - OpenAI API key
• BASIQ_API_KEY - Basiq API key

Running Services

# Frontend (http://localhost:3000)
cd apps/web && pnpm dev

# Backend (http://localhost:8000)
cd apps/api && uvicorn main:app --reload

# Formance Ledger (Docker)
docker compose -f infra/docker-compose.yml up

Features

• Dashboard with financial overview
• Transaction list with AI categorisation
• Journal entry double-entry view
• Financial reports (Balance Sheet, P&L)
• Bank feed management via Basiq
• Chart of Accounts
• AI Insights with categorization accuracy

Documentation

• Getting Started
• Architecture
• API Reference
• Environment Registry

Development

# Build all apps
pnpm build

# Lint all apps
pnpm lint

# Type-check all apps
pnpm type-check

Testing

# API tests
cd apps/api && pytest

Deployment

• Frontend: Vercel
• Backend: Fly.io
• Database: Supabase

See Deployment Guide

License

Proprietary - All rights reserved