> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tight.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Human-assisted DFY Books

> Quickly launch done-for-you bookkeeping by following this step-by-step plan

This implementation plan outlines the typical path to launching human-assisted bookkeeping in your product. Each section
is titled after the role/job function that would typically complete the underlying steps:

## Planning/administrative (1 day)

1. [Curate your default Chart of Accounts template](/guides/get-started/accounting-migrations/default-chart-of-accounts)
2. [Configure your bank linkage integration](/integrations/banking/plaid)
3. [Configure your automated email domain](/guides/get-started/white-labeled-experience/email-domain)

## Design (1 day)

1. Decide where to place the "Bookkeeping" navigation item inside your UX
2. [Preview and customize the](/embeddable-ui/react/patterns/design) Business Owner Dashboard
3. Receive your tailored theme from Tight for front-end developer use (see below)

## Development (2 days total)

### Back-end (1 day)

1. When a business opts into your new Bookkeeping
   product, [create their company in Tight](/api-reference/company-management/create-a-company)
2. If you are using Tight's Ready-to-Launch product, the API response contains the `readyToLaunchUrl` that you can
   simply return to your front-end and redirect your user to
3. If you're not using Ready-to-Launch, create an endpoint
   to [get a short-lived UI access token](/api-reference/authentication) (no need to store in DB)
   <Tip>If you use Auth0, AWS Cognito, Okta, or Stytch, you can skip the above back-end development steps
   by [using your existing identity provider](/guides/get-started/user-provisioning/use-existing-identity-provider).</Tip>

### Front-end (1 day)

1. Add "Bookkeeping" navigation item to your existing product
2. When your user clicks the "Bookkeeping" navigation item:
   1. Get an access token from your back-end (see above)
   2. Redirect your user to the Ready-to-Launch page
   3. Or, [Embed](/embeddable-ui/react/patterns/embedding)
      the [Financial Overview](/embeddable-ui/react/financial-overview) using the access token and theme
      <Tip>This dashboard presents the owner-operator with only the info that they need to see, such as transactions
      the bookkeeper needs input on. <br /><br />It additionally includes a sub-navigation menu for power users to access
      granular functionality, such as the full transactions dashboard, mileage tracking, income taxes, etc. <br /><br />
      If your product already has a well-defined navigation structure, you can disable the sub-navigation inside the
      Business Owner Dashboard and utilize your own navigation.</Tip>

## GTM

1. Roll out your Bookkeeping Product in a phased approach
   1. 10 users: work directly with users to onboard them and get feedback
   2. 100 users: test automated onboarding flows (e.g. UI-based onboarding call scheduling), Tight-led CoA iteration
      based on transactional data, and build confidence in bookkeeping operations
   3. 1000 users: Vertical-specific learnings/efficiencies generated for Tight algorithms and bookkeepers
2. [Provide top-tier Support](/guides/get-started/launch-checklist/ai-support)
3. Productization/pricing strategy

[//]: # "## Post-launch Future Roadmap"

[//]: #

[//]: # "1. Invoicing integration"

[//]: # "2. [Payment Processing integration](/integrations/payment-processing/stripe)"

[//]: # "3. [Payroll integration](/integrations/payroll/gusto)"