AccountGo

Modern, Cloud-Native, Multi-Tenant Accounting & ERP Platform

---

Live Deployments

• Web Application (SPA): https://app.accountgo.dev
• Backend API & Containers: https://api.accountgo.dev

---

Overview

AccountGo™ is an open-source, enterprise-grade accounting and ERP suite designed for small to medium enterprises, multi-company groups, and non-profit organizations.

Re-architected for modern cloud infrastructure, AccountGo combines a high-performance .NET 10 backend containerized on Cloudflare edge compute with a responsive React 19 single-page application powered by Vite and Tailwind CSS v4.

---

User Interface Showcase

1. Passwordless Authentication & Magic Codes

Fast, secure sign-in with 6-digit OTP verification codes, sliding-window rate limiters, and HTTP-only session cookies.

---

2. Multi-Tenant Workspace Selector

Seamlessly switch between multiple companies, organizations, and branches with isolated data, custom currencies, and independent permission sets.

---

3. Executive Financial Dashboard

Real-time financial metrics, revenue vs. expense breakdowns, cash position, and quick navigation across accounting modules.

---

4. Sales & Customer Management

Manage customer directories, track accounts receivable, issue quotations, and process sales invoices with automatic tax and GL postings.

---

5. Financials & Chart of Accounts

Complete double-entry accounting ledger with hierarchical chart of accounts, customizable account classes, and real-time balance calculations.

---

6. Team & Organization Members (RBAC)

Role-based member management with support for SystemAdministrators and GeneralUsers, granular permissions, and tenant security.

---

7. Profile, Sessions & Security Hub

User profile management, credential administration, active device/session monitoring with single-click remote session revocation.

---

Core Capabilities & Features

• Multi-Tenancy & Workspace Switching: Complete tenant isolation, custom branding, localized currencies (PHP, USD, CAD, EUR, etc.), and independent fiscal years.
• Enterprise Security & Authentication:
  • ASP.NET Core Identity with custom SQLite / SQL Server storage.
  • Passwordless 6-digit Email OTP / Magic Code authentication.
  • JWT access tokens + secure, HTTP-only refresh tokens.
  • Sliding-window and fixed-window rate limiters on sensitive auth endpoints.
  • Concurrent session tracking with remote session revocation.
• Financial Accounting:
  • Hierarchical Chart of Accounts (Assets, Liabilities, Equity, Revenue, Expenses).
  • Double-entry Journal Entries with balanced debit/credit validation.
  • Bank Accounts and Cash Management.
  • Fiscal year closing and period controls.
• Sales & Accounts Receivable (AR):
  • Customers, Sales Quotations, Sales Invoices, and Payment Receipts.
  • Customer Aging reports.
• Purchasing & Accounts Payable (AP):
  • Vendors, Purchase Orders, Bills, and Vendor Aging.
• Inventory & Warehousing:
  • Item Master, Categories, Units of Measure, and Inventory Adjustments.
• Donations & Non-Profit Features:
  • Donor tracking, Payment Methods (Cash, Cheque, Credit Card, E-Transfer).
  • Official Tax Receipt generation and dedicated GL account attribution.
• Audit Trails:
  • Comprehensive entity auditing and security event logging.

---

Architecture & Technology Stack

                          ┌──────────────────────────────────────┐
                          │         Cloudflare Workers           │
                          │   (React 19 SPA Static Assets)       │
                          │          app.accountgo.dev           │
                          └──────────────────┬───────────────────┘
                                             │  /api/* Proxy
                                             ▼
                          ┌──────────────────────────────────────┐
                          │        Cloudflare Containers         │
                          │   (.NET 10 ASP.NET Core Web API)     │
                          │          api.accountgo.dev           │
                          └──────────────────┬───────────────────┘
                                             │
                      ┌──────────────────────┴──────────────────────┐
                      ▼                                             ▼
          ┌───────────────────────┐                     ┌───────────────────────┐
          │     Entity Framework  │                     │    ASP.NET Identity   │
          │   Core (Domain Data)  │                     │   (Auth, RBAC, Tokens)│
          │     accountgo.db      │                     │     accountgo.db      │
          └───────────────────────┘                     └───────────────────────┘

Layer	Technologies
Frontend	React 19, TypeScript, Vite 8, Tailwind CSS v4, Lucide React, React Router 7
Backend API	.NET 10, ASP.NET Core Web API, C# 14
Data Access	Entity Framework Core 10, SQLite (edge-optimized), SQL Server support
Security & Auth	ASP.NET Core Identity, JWT Bearer, HTTP-only Refresh Cookies, Rate Limiting
Orchestration	.NET Aspire (src.AppHost, src.ServiceDefaults)
Edge Compute	Cloudflare Workers, Cloudflare Containers, Durable Objects
CI / CD	GitHub Actions CI (public); hosted Cloudflare deploy via private ops

---

Repository Structure

accountgo/
├── .github/workflows/          # Public CI + notify hosted ops (no prod resource IDs)
│   ├── ci.yml                  # Build API + Web
│   └── notify-ops.yml          # Manual notify → private AccountGo Cloud deploy
├── docs/                       # Project documentation & screenshots
│   └── screenshots/            # High-resolution application screenshots
├── src/
│   ├── Api/                    # ASP.NET Core Web API (.NET 10) & Worker adapter
│   ├── Core/                   # Domain entities, value objects, and interfaces
│   ├── Dto/                    # Data Transfer Objects for API contracts
│   ├── MigrationService/       # EF Core automated database migration runner
│   ├── Services/               # Business logic, repositories, and domain services
│   ├── src.AppHost/            # .NET Aspire local orchestration host
│   ├── src.ServiceDefaults/    # Aspire telemetry, health checks, and service discovery
│   └── Web/                    # React 19 + TypeScript + Vite + Tailwind CSS v4 SPA
└── test/
    ├── AccountGo.BackendTests/ # Domain and accounting logic tests
    └── AccountGo.ServicesTests/# Security, Administration, and Donations service tests

---

Documentation

Comprehensive architecture, development, and operational guides are available in the docs/ directory:

• 🏛️ System Architecture — Multi-tenant domain model, Clean Architecture, and Cloudflare edge design.
• 💻 Development Guide — Local workstation setup, running services, debugging, and testing.
• 🚀 Deployment Guide — Self-host on Cloudflare Workers and Containers.
• 🔒 Security — Disclosure and hosting posture.
• 📒 Chart of Accounts & Posting Rules — COA register, posting rules, and GAAP/IFRS controls.
• 📒 COA Import, Export & Lifecycle — Structure CSV, archive rules, Append/Upsert/Replace modes.
• 🧾 General Ledger Redesign — Financials page as posted journal register (implementation brief).
• 🧪 Double-Entry Accounting Tests — 7 Accuracy Guarantees and automated ledger verification suite.
• 📋 Changelog — Version history and release notes.

---

Installation

Prerequisites

• .NET 10 SDK (net10.0)
• Node.js 22+
• pnpm 9+ (npm install -g pnpm)
• Git

Clone & Install

# Clone the repository
git clone https://github.com/AccountGo/accountgo.git
cd accountgo

# Restore .NET packages
dotnet restore

# Install Web frontend dependencies
cd src/Web && pnpm install && cd ../..

---

Usage & Getting Started

1. Running API and Web Independently (Recommended)

Start Backend API:

dotnet run --project src/Api/Api.csproj --urls "http://localhost:8001"

The API boots on http://localhost:8001 with automated SQLite initialization and schema seeding.

Start Frontend Web SPA:

In a separate terminal:

cd src/Web
pnpm dev

Navigate to http://localhost:3000 (or http://localhost:5173).

2. Running with .NET Aspire

dotnet run --project src/Aspire/AccountGo.AppHost/AccountGo.AppHost.csproj

Access the Aspire Dashboard at http://localhost:15888 for unified telemetry, logs, and service orchestration.

3. Signing In & Workflows

• Authentication: Enter [email protected] on the login screen.
• Verification Code: Retrieve the 6-digit dev verification code logged in the API terminal (or returned in the development response devCode).
• Organization Dashboard: Access executive metrics, manage customers and sales invoices (/org/ph-financials/sales), track purchase bills (/org/ph-financials/purchases), and configure company profile and financial rules (/org/ph-financials/settings).

---

Database Setup (SQLite & Multi-Engine)

Zero-Configuration SQLite (Default)

AccountGo comes pre-configured with SQLite as the primary, zero-configuration database engine. You do not need to install SQL Server, MySQL, or run heavy Docker database containers to get started.

• Configuration: Set in src/Api/appsettings.json:

  "DatabaseProvider": "Sqlite",
  "ConnectionStrings": {
    "SqliteConnection": "Data Source=accountgo.db"
  }
  

• Automated Lifecycle on API Startup:
  1. Automatic Database Creation: If accountgo.db does not exist, EF Core automatically creates the file on startup.
  2. Schema Generation: Automatically executes table creation for both ApiDbContext (business domains) and ApplicationIdentityDbContext (ASP.NET Identity auth, users, and refresh tokens).
  3. Initial Data Seeding: Populates initial chart of accounts, company setup ("Financial Solutions Inc."), tax configurations, default vendors, customers, items, banks, and RBAC roles (SystemAdministrators, GeneralUsers).
  4. Admin User Provisioning: Guarantees [email protected] is seeded and initialized with master administrative permissions.

Resetting or Re-seeding the Database

To reset the database back to clean seeded defaults at any time:

# Remove local SQLite database and write-ahead logs
rm -f src/Api/accountgo.db*

# Start the API - it will automatically recreate and reseed
cd src/Api && dotnet run

Inspecting the SQLite Database

You can query and explore the database directly using the SQLite CLI or visual tools:

sqlite3 src/Api/accountgo.db ".tables"
sqlite3 src/Api/accountgo.db "SELECT Name, ShortName, Slug FROM Company;"
sqlite3 src/Api/accountgo.db "SELECT UserName, Email FROM AspNetUsers;"

Visual tools supported:

• VS Code: SQLite Viewer or SQLite Explorer extension
• GUI: DB Browser for SQLite

Switching to Microsoft SQL Server (Optional)

If you prefer running against Microsoft SQL Server for enterprise deployments:

1. Set the environment variable DBPROVIDER=SqlServer (or edit DatabaseProvider in src/Api/appsettings.json).
2. Configure your connection string in ConnectionStrings:DefaultConnection.
3. Start the API — EF Core will automatically target your SQL Server instance.

---

Running Automated Tests

AccountGo includes a comprehensive automated test suite covering domain entities, accounting algorithms, RBAC security, and service boundaries:

# Run all 99 automated tests across the solution
dotnet test

# Test frontend compilation and type-safety
cd src/Web
pnpm run build

---

Deployment to Cloudflare

AccountGo Cloud (*.accountgo.dev) is deployed from a private ops repository. This public repo runs CI only; hosted deploys are triggered manually (ops SHA deploy or Actions → Notify ops to deploy).

Self-host: copy src/*/wrangler.example.jsonc → wrangler.jsonc, set your domains, then add the ConnectionStrings__PostgresConnection secret and:

cd src/Api && pnpm install && npx wrangler deploy
cd src/Web && pnpm install && pnpm build && pnpm run deploy

See docs/DEPLOYMENT.md.

---

Contributing

Contributions, issues, and feature requests are welcome! We appreciate help making AccountGo the leading open-source accounting platform.

• 📖 Contribution Guidelines: Please review our Contributing Guide for branch naming, coding standards, and testing expectations.
• 🤝 Code of Conduct: All participants are expected to adhere to our Code of Conduct.
• 🔒 Security Disclosures: Found a vulnerability? Please follow our Security Policy instead of filing a public issue.
• 🐛 Issue Tracker: Report bugs and propose features on the GitHub Issues page using our templates.

---

Author & Maintainer

AccountGo was created and is actively maintained by Marvin Perez.

• ✉️ Email: [email protected]
• 🌐 GitHub: @mvperez / AccountGo

---

License

This project is licensed under the GNU Affero General Public License v3.0 only (AGPL-3.0-only). See the LICENSE file for the full license text and NOTICE for copyright and license history.

If you modify AccountGo and let users interact with it over a network, the AGPL requires you to offer those users the corresponding source code of your modified version.

Trademarks

"AccountGo", "AccountGo Cloud", and the AccountGo logos are trademarks of Marvin Perez and are not covered by the AGPL. Forks and third-party hosted services must use a different name and remove the AccountGo logos. See TRADEMARKS.md.