Connections
DemoPractice accounting and client accounting sources are intentionally kept separate in GHK. These are placeholders for a future milestone.
Demo mode. Client and document data is sample data. Uploads stay on this device — nothing is stored in the cloud or processed by AI.
Practice Accounting
Internal accounting system used by the firm.
Sage 50 Desktop
Practice-side accounting for the firm
- Export approved work to Sage 50 Desktop
- Map categories to the Sage chart of accounts
- Local file export workflow
Client Accounting Sources
Configured per client; separate from firm practice accounting.
QuickBooks Online
Client accounting source
- Connect a client QBO account in a future milestone
- Sync vendor and category mappings
- Keep client accounting separate from practice Sage
Upload Only
Client documents without a connected accounting source
- Receive and organize client documents in GHK
- Review and approve extracted information
- Export or enter approved work manually later
No credentials, no OAuth, no live integrations. In this milestone these cards describe the intended roles only.
