@meta
  v: 1
  route: /
  generated: 2026-08-01T22:57:14Z
  ttl: 1d

@intent
  purpose: "Explain Shelvie's product, audience, workflow, current availability, founding-firm pricing, and answers to common evaluation questions."
  audience: "bookkeeping-firm owner, bookkeeper, operations leader, business owner, AI agent"
  capability: "learn, evaluate, compare plans, request a demo, sign in"

@state
  product: Shelvie
  positioning: "The bookkeeper's bookkeeper."
  promise: "A place for everything, and an explanation for anything that isn't in its place."
  summary: "Shelvie turns financial ambiguity into an orderly, explainable monthly close for bookkeeping firms and their clients."
  availability: Private founding-firm alpha
  accounting_source: Standard QuickBooks Profit and Loss Detail exports are supported today. Direct synchronization is planned but not yet live.
  pilot_stats[3]{value,metric}:
    458,transactions reconciled in the founding pilot
    18,business categories organized
    every,classification traceable
  workflow[5]{step,description}:
    Import,Bring in a standard QuickBooks P&L Detail export and preview the month before anything changes.
    Review,Shelvie organizes confident matches and keeps exceptions in a focused queue with the reason attached.
    Ask,"Send the business a question with the transaction context beside it—not buried in an email chain."
    Resolve,"Approve, correct, or explain the item, then preserve the decision as institutional memory."
    Close,"Track readiness, preserve an audit trail, and hand off an orderly month instead of another mystery."
  capabilities[6]{name,description}:
    Categorization with context,"Separate client-facing MSP costs, AI tools, operations, labor, hardware, and the details unique to each business."
    Exceptions worth attention,"Surface unfamiliar vendors, possible duplicates, unusual amounts, and activity that breaks a familiar pattern."
    Client clarification,"Keep questions, replies, notes, and transaction context together in the client workspace."
    Rules that remember,Carry reviewed vendor decisions into the next month while protecting manual and approved classifications.
    Traceable decisions,"Retain who changed what, why it changed, and which rule or person made the decision."
    A controlled close,Move from import to review and approval with clear blockers instead of another spreadsheet scavenger hunt.
  audiences[2]{audience,capability}:
    Bookkeeping firms,"Manage client workspaces, team access, questions, and close status from one portfolio."
    Bookkeeping clients,"Answer the bookkeeper's question with the transaction beside it and preserve the explanation for the next close."
  pricing[3]{tier,price,workspace_limit,included}:
    Starter,$99/mo,Up to 12 client workspaces,Unlimited firm and client users; AI-assisted review; Client requests; QuickBooks export import
    Practice,$349/mo,Up to 60 client workspaces,Everything in Starter; Close analytics; Priority onboarding; Firm-level portfolio view
    Enterprise,Contact us,More than 60 workspaces,Everything in Practice; Migration planning; Custom retention; Dedicated support
  pricing_note: Pricing is provisional during the private alpha. Founding firms pilot with Shelvie before billing begins.
  faqs[5]{question,answer}:
    "Does Shelvie replace the bookkeeper's judgment?","No. Shelvie organizes what she can explain and brings exceptions to the bookkeeper. A person approves, corrects, or overrides the decision, and the institutional memory improves from there."
    What does Shelvie connect to today?,Shelvie imports the standard QuickBooks Profit and Loss Detail export today. A direct QuickBooks connection is on the roadmap; it will not be described as live until it is.
    "Who sees each client's books?","Each bookkeeping client has an isolated workspace. Firm members see assigned clients, client users see their own company, and platform administration is kept on a separate control plane."
    What happens to old categories and decisions?,"Categories are retired instead of erased. Historical transactions retain their classifications, while approved vendor rules can carry reviewed decisions into future periods."
    Is Shelvie generally available?,"Not yet. Shelvie is in a private founding-firm phase while the complete import, review, clarification, close, and handoff workflow is proven."
  data_boundaries[4]:
    - Each bookkeeping client has an isolated workspace.
    - Firm members see assigned clients; client users see only their own company.
    - Historical classifications remain when a category is retired.
    - Direct QuickBooks synchronization is not represented as live.

@actions
  - id: request_demo
    method: GET
    href: /demo
  - id: sign_in
    method: GET
    href: https://app.shelvie.io
  - id: inspect_demo_agent_view
    method: GET
    href: /demo.agent

@context
  > A place for everything, and an explanation for anything that isn't in its place.
  > Shelvie turns financial ambiguity into an orderly, explainable monthly close for bookkeeping firms and their clients.
  > Shelvie is currently a private founding-firm alpha built around the relationship between a bookkeeping firm and the businesses it serves.

@nav
  self: /.agent
  parents: []
  peers: [/demo.agent]