Venue Finance

Daily ledger SSOT — Toast, Stripe, events, donors, bank

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Revenue & expense sources

Chase bank (SS+, SSL, SSLP)

J.P. Morgan Business Direct Connect (FDX). Connect each business login when API credentials are live — transactions flow into BankManualEntry and the daily ledger.

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Account mapping

After OAuth consent, assign each FDX account to SSL, SS+, or SSLP. Saved in Parse — no redeploy needed when JPM credentials are live.

Connect Chase logins first, then map accounts here.
JPM onboarding checklist

Business Direct Connect is email-based registration with JPM before API keys work. Integration guide · Runbook: docs/CHASE_FDX_ONBOARDING.md

Bank entries

Manual add or CSV import. Memos auto-classify into expense categories.

Net by day

Daily ledger