Connections

Demo

Practice 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

Not connected
  • 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

Not connected
  • 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

Not connected
  • 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.