Accounts & Cash
The real ledger — accounts, invoices, bills, and transactions. Source of truth for actual numbers.
Cash Flow
Cash flow thinking and tracking — the most fleshed-out piece of Financial Systems so far.
Budget by Grove
Overhead cost and allocation across the five Growth Groves, once each has a budget of its own.
Revenue Streams
The actual money lines. Static for now — wire to Wave data later if it's worth it.
The Basics
Financial principles and practices, written as numbered basics. Still being drafted — growing.
Financial Systems
The umbrella project — overhead cost, allocation to groves, budgeting. Cash Flow and Budget by Grove are pieces of this.
Operation Hub
Sales, marketing, editorial, and build tools — the rest of internal operations.
The Grove
The gathering place — team, recognition, and the story of the work.
Phase 1 (now): every card above is a link — nothing is live-pulled. Phase 2 (later): only worth automating once the manual link genuinely gets used daily, same "prove it's needed first" approach as the Pipeline Snapshot on the Ops Hub.
| Source | Current State | Sync Method | Phase | Next Step |
|---|---|---|---|---|
| Wave | Manual — dashboard link only | None | 1 (now) | Confirm Wave API access exists before considering phase 2 |
| Wave → live balance card | Not built | Wave GraphQL API (read-only) | 2 (later) | Only build once the Accounts & Cash card has been linked-only for a while and still feels worth automating |
| Notion — TREASURE | Manual — page link only | None | 1 (now) | — |
| Notion — the basics | Manual — page link only, content still being drafted | None | 1 (now) | Revisit hub copy once "the basics" has more than two entries |
| Cross-system reconciliation (Wave ↔ Notion agree on numbers) | Not established | Manual review | Unscheduled | Only worth automating if/when discrepancies actually become a recurring problem |