Documentation
BillBoy documentation
Install it, set up your team and Google Workspace, and connect Claude.
Getting started
Requirements, installation, first login and the demo data.
Users, groups & security
Accounts, groups, Linux-style rights, record sharing, audit log and hardening.
Quotes, invoices & payments
Products and detail questions, quote → invoice, payments, reminders, PDF and email.
Bookkeeping & expenses
Expenses, AI receipt scanning, taxes, bank accounts and QuickBooks Online sync.
Google Workspace
Service account setup, Calendar sync, Drive folders and Gmail send + tracking.
REST API & MCP (Claude)
JWT authentication, routes, RBAC, realtime, and connecting Claude through MCP.
Documents & templates
Branded PDF headers/footers, email templates, variables and languages.
Developer reference (API envelope, behaviours, schema) is generated inside the project itself: see .admin/docs/ after a build, or the ApiGoat documentation. apigoat.com/docs