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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.

Now that you’ve registered a user and connected their data sources, you have Tight’s Embeddable UI at your disposal. While you can build your own UI that consumes the Tight API directly, many developers opt to start off with the Embeddable UI, which is battle-tested with 1M+ businesses, to get a working product out in less than a week. The Tight team will customize the Embedded experience such that it can be plugged into your existing product without your user base knowing that it was embedded. For detailed instructions on how to add the Embedded experience to your app, see Getting Started with Tight Embedded

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1. Customizing the embedded UI to match your branding

Once you’ve received your Tight API keys, the Tight API team will reach out to you requesting the following assets to ensure the Embedded experience is custom-tailored to match your brand: a. Figma design files or screenshots of any existing UI designs that you have
b. Your brand’s color palette, including hex codes
c. Font packages used in your UI
d. Your logo, ideally as an SVG Tight’s approach to white-labeling allows more extensive customization than more common do-it-yourself UI components: Mobile Invoicing Demo Dark mode demo Profit & Loss Tile Demo

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2. Embedding Tight’s white-labelled UI (Tight SDK)

Your team can add the Embedded experience into your product in parallel with the Tight team customizing the look and feel. Once the Tight team has completed the custom design implementation, they will automatically be associated with your Tight API client_id and show up in your Embedded experience. To add Tight Embedded to your web app, simply follow the steps on how to get started with Tight Embedded.

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3. Adding specific components into your business-facing product

Most of Tight’s customer-partners add various products from the Tight Embedded experience into their existing navigation. For example, if your product has a navigation bar with items for “Scheduling” and “Customers”, you might consider adding an option for “Invoicing” or “Reports”. Once the user clicks on the Invoicing or Reports option, your product would render the Embedded Invoicing Dashboard or Report Dashboard component, respectively. The following navigation items are most popular:
  1. Business Intelligence
  2. Transactions
    1. Expenses
    2. Income
  3. Reports
  4. Invoicing
  5. Accounting
  6. Taxes
Each of the above components includes a full dashboard as well as all necessary “child” screens (e.g. forms for editing, setting screens, etc.) and edge cases. For example, the Tax Dashboard includes zero state UI for a user who has not set up their tax profile, a tax profile setup flow, a more advanced tax profile under a settings menu, the ability to track tax payments, drill down into individual quarterly tax estimates, and more.