Backend not connected yet
The Supabase project hasn't been wired up. Once the CallidusCo project is
created and the keys are added to config.js, sign-in will be enabled here.
Owner Portal — sign in
We sent a sign-in link to
Click the link on this device to sign in. You can close this tab.
No units yet. In the Ownership tab, open an entity and turn on “Show this unit in Reports.”
Import P&L takes P&L exports (PDF, image, or spreadsheet) — select one file or several. AI reads across them, splits out each month's revenue and expenses, and imports them to this unit. A single month prefills the form for review; several save directly.
| Date | Total | Recipients | Notes |
|---|
No distributions recorded for this unit.
| Month | Revenue | Expenses | Net | Notes |
|---|
No figures yet.
No memos yet.
Pick a file and AI reads it — title, category, date, description, and unit are pre-filled for you to check before saving. PDF, images, or Office files, stored privately with secure download links. Unit owners shares with every partner who has the unit downstream of them (monthly packets, insurance, licenses). Specific people is for governance documents like operating agreements — only the people you check (plus staff) ever see it, regardless of ownership. No unit and no people = staff only.
| Title | Category | Shared with | Date | Size |
|---|
No documents yet.
Overhead bills — utilities, internet, rent, insurance — plus supplier invoices, all in one place.
Emailed bills, auto-filed. Assign a GL code and confirm the vendor/amount to approve.
| Vendor | Date | Amount | Code | File |
|---|
| Invoice | Code | Amount | Payment | QBO | File | |
|---|---|---|---|---|---|---|
No bills in this range.
Add a venue from Ownership: open its box and check Marketing — it appears here with its own mailing list, branding, and campaigns.
Each venue sends from its own verified domain. Every email's footer automatically carries the unsubscribe link and the venue's physical address — the address comes from the unit's Address field in Ownership (legally required).
How this venue's campaign emails look. The header image runs full-width across the top of every email — about 1200 × 300 JPG/PNG works well (keep it under ~700 KB). It's stored with the venue's data, so it can't break if files get reorganized.
| Subject | Status | Sent |
|---|
No campaigns yet for this venue.
Everyone signs in with a magic link at their email. Adding someone sends them an invite email from the portal. Tabs control what shows in their menu.
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A role sets the default tabs and data scope for its users; per-user tab checkboxes (Users tab) override the defaults. All data roles see every unit (like accountants); ownership slice roles see only what's downstream of their box.
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Assign a numeric code to each category. Mark a category as a Sub account to nest it under a parent. This list is exactly what the invoice Code picker chooses from.
| Category | Sub account | Code / Parent |
|---|
No accounts yet.
Who signed in and what they downloaded — most recent first.
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| Owner | % | Amount | Still owed after |
|---|
| Owner | % | Amount |
|---|
A provision gives an owner a preferred cut of every distribution until their buy-in is recovered. Unaffected owners keep their full ownership % — the preferred top-up comes out of the absorber's share (usually whoever sold the stake). An owner's tranches go one at a time: the next waits until the earlier one is fully recovered.
None yet.