Accounting Assistant

Setup

Configure the setup areas for the active company. i

Workspace

Review existing Accounting workspaces or create a new accounting year in Google Drive. i

Workspace Structure

Manage required folders, accepted files, upload state, and the Drive checklist for the selected company. i

Request document Pick one missing workspace document and mark it as requested.

Request closing account Create an account-close request for the accountant.

Workspace Structure is the checklist Use Drive > Workspace Structure to manage folder and file completeness. This page only prepares owner/accountant messages and request states.

Theme mode i

Theme colors i

UI color variables Master color creates a first pass. Edit each surface after generation.

Accounts tab URL i Live account list used for AppSheet account references.

Transactions tab URL i Live booking/document rows filtered by declaration year.

Account review

Compare Banana and AppSheet account lists, then queue close/delete requests for obsolete accounts.

Bank CSV source mappings

Create reusable import layouts from a bank CSV header, such as BBVA, Wise, Revolut, or EKI exports.

Classification Rules

Matched top to bottom against transaction descriptions. i

Learn Banana CSV i

Origin i Pattern i Account i Kind i VAT i

Review

0No review rows loaded yet. i

Review rows Adjust export rows, inspect AppSheet evidence, then export Banana-ready data.

Developer

Debug logs and tools for Drive setup, checklist state, and local profile diagnostics. i

Project feature map i

What this project is implementing and where each workflow lives.

0 features

Debug state i

Current browser-local state.

Debug logs i

Session-only, not sent anywhere.