---
title: Documentation Center
persona: all
category: Home
version: 1.0.0
updated: 2026-06-09
---

# MyFinAI · the AI-first financial operating system

MyFinAI runs the accounting, payroll, cash flow, and taxes of a small
business —and of a household— on a single double-entry ledger, with twelve
AI agents that do the work of capture, reconciliation, collections, payments, and closing.
It does not replace your accountant or your bookkeeper: it takes the mechanical part off
their plate so they can decide with the ledger always balanced and up to date.

This documentation is written by persona. Open the manual for your role; each one
describes exactly what you see when you log in, what each section does, and which agent
works behind it.

## Manuals by persona

| Manual | Who it's for | What it covers |
|---|---|---|
| [Owner](manual-owner.en.html) | The business owner | Live summary, P&L, cash, receivables/payables, payroll, taxes, closing |
| [Bookkeeper](manual-bookkeeper.en.html) | Whoever records the day-to-day | Transactions, AI categorization, reconciliation, invoices |
| [Accountant](manual-accountant.en.html) | The accountant or CPA | Ledger, trial balance, taxes, closing and audit |
| [Employee](manual-employee.en.html) | The team | Own pay stub, history, withholdings |
| [Head of household](manual-homeowner.en.html) | The family (household OS) | Budgets, goals, members, allowance, shared expenses |
| [Lopettia Administrator](manual-platform.en.html) | The platform | Multi-tenant view, health of each operation |

## How it's built

| Document | Topic |
|---|---|
| [Accounting processes](procesos-contables.en.html) | **Full scope**: every process, its journal entry, its control and its limits |
| [Architecture](architecture.en.html) | The FastAPI monolith, multi-tenant RLS, the workspaces |
| [Security](security.en.html) | Per-tenant isolation, roles, BYOK, hash-chained audit |
| [The 12 agents](agents.en.html) | The LAF catalog for finance and payroll |

## One login, multiple spaces

A person can be a **business owner** and at the same time the **head of their household**. In
MyFinAI that's a single user with two *workspaces*: the
business ledger and the household ledger never mix. You switch spaces from
the selector at the top right — **🏢 My business ⇄ 🏠 My home** — and the whole
dashboard reconfigures: the sections, the numbers, and the agents.

> The demo ships with two real, balanced spaces: **Café La Aurora** (San Juan, PR)
> and **Hogar Marrero**. Felipe is the owner of the first and the head of the second.

The console is available in Spanish, English, and Portuguese; switch the language with the
**ES · EN · PT** toggle in the top bar, and this documentation follows you.