ERPClaw Documentation

Install ERPClaw, set up your first company, and learn how the double-entry GL works.

• Install ERPClaw in 5 minutes
  Step-by-step install guide for the ERPClaw core. Covers OpenClaw + ClawHub install, database init, first commands, and verification.
• Accounting basics in ERPClaw
  How the chart of accounts, journal entries, and GL posting work in ERPClaw. Double-entry, immutable submitted entries, the 12-step validation pipeline.
• Purchasing in ERPClaw
  How purchase orders, goods receipts, vendor invoices, and payments flow in ERPClaw. Three-way matching, GL postings at each step, supplier setup.
• Import a bank statement
  Upload an OFX, CAMT.053, MT940, or BAI2 statement, auto-match the lines to open invoices and payments, review what is left, and re-import safely without doubling up.
• Reports by department, project, or any dimension
  Tag entries with a department, project, or any dimension you define, then ask for a profit and loss split by it, with untagged amounts shown separately.
• Reserve stock for an order
  Hold a quantity for one order so another order cannot quietly consume it. How reservations are checked, what gets refused, and how to release stock you no longer need to hold.
• Putaway rules and pick lists
  Route incoming goods to the right warehouse automatically, and fill orders from a guided pick list that reserves stock as it goes and becomes a delivery note when complete.
• Item substitutes and alternatives
  Set backup items once at the item level so the system already knows the ranked alternative when your first choice runs short, including for manufacturing bills of materials.
• Install ERPClaw on the Hermes Agent runtime
  Experimental Hermes support via a GitHub tap: the two-command install, why the full skill identifier is mandatory, and the manual clone alternative.
• Subcontract production to an outside manufacturer
  Send raw materials out, receive finished goods back, and let the books roll material and subcontracting costs into the finished item automatically.
• Contacts and companies
  Keep people and the businesses they work for as real records, link them, merge duplicates safely, and turn a contact into a paying customer in one step.
• Sales tasks and follow-ups
  Track follow-ups with due dates and priorities, linked to the deal, contact, or customer they belong to, so nothing promised in a call dies in a notebook.
• Sales pipelines with your own stages
  Build deal stages that match how you actually sell, not a fixed list, and see every open opportunity grouped by where it really stands.
• Saved views and search across Sales
  Save a filtered list you actually reuse, share it with the team, and search across every sales record at once instead of remembering where something lives.
• Bring your sales data in, and take it out, as CSV
  Import leads, contacts, companies, and deals from a spreadsheet with explicit duplicate handling, and export any list back out. Your data stays yours.

Sync Stripe payments to a real general ledger. ASC 606 revenue recognition and Connect platform fees included.

• Integration Install Walkthrough
  Step-by-step Stripe accounting integration install for ERPClaw. From fresh Stripe account to first synced charge in under 5 minutes. Free, open source, ASC 606 ready.
• Integration Architecture in ERPClaw
  Technical architecture of the ERPClaw Stripe connector. Direct API access from your machine. No middleware. Optional webhook receiver. 12 GL accounts, 67 actions, 17 tables.
• Integration Troubleshooting
  Fix common ERPClaw Stripe integration issues. API key errors, sync failures, webhook 401s, payout reconciliation gaps, ASC 606 imbalances, MRR misreports.
• ASC 606 Revenue Recognition for SaaS
  How ERPClaw handles Stripe ASC 606 revenue recognition. Deferred revenue, monthly recognition, mid-cycle changes, refunds, and the journal entries that prove it works.
• Connect Platform Fees, Transfers, and Payouts
  How ERPClaw books Stripe Connect platform fees: application fees on destination charges, separate charges and transfers, and connected account payouts.
• MRR Reports
  How ERPClaw computes MRR, ARR, churn, expansion, and contraction from your Stripe subscription data. Cohort retention, net new MRR, and the math that powers SaaS reports.

Pair ERPClaw to your Shopify store. Order sync, GDPR webhooks, and OAuth pairing walkthrough.

• Integration Install Walkthrough
  Step-by-step Shopify accounting integration install for ERPClaw. From fresh Shopify store to first synced order in under 10 minutes. Free, open source, self-hosted.
• Integration Architecture in ERPClaw
  Technical architecture of the ERPClaw Shopify connector: Cloudflare Pages plus Worker plus your ERPClaw. Merchant data never transits our servers.
• Integration Troubleshooting
  Fix common ERPClaw Shopify integration issues. Pairing code expired, OAuth scope errors, sync failures, status card stuck, webhook 401s, and reinstall flow.
• OAuth Pairing
  The ERPClaw Shopify OAuth pairing flow: six-character codes, single-use redemption, per-shop HMAC, and App Bridge session tokens. Tokens never persist.
• GDPR Webhooks
  How the ERPClaw Shopify integration handles the four mandatory GDPR webhooks: data request, customer redact, shop redact, and app uninstalled.
• App Store vs Custom App
  Comparison of the two ERPClaw Shopify install paths: Shopify App Store OAuth (recommended) vs Custom App with shpat_ token (power-user). Tradeoffs, security, automation.