BreezyCorp HandbookThe staff handbook for the corporate-services platform

Agents prepare the work; you decide. One login spans a client's whole group of companies, across jurisdictions.

Getting started

Who this handbook is for, the platform model (Tenant → Group → Entity → Branch), the roles, and a tour of the staff dashboard.

Start here

How the platform works

The cross-cutting ideas you meet in every module — the review inbox and the human gate, intake channels, the client portal, and the corporate register.

Open concepts

Payroll

Monthly cycle automation around Infotech — initiate, intake, validate, export, approve, close.

Open the payroll handbook

Bookkeeping

Document → journal batch → upload file → bank reconciliation, around Xero / QuickBooks / Zoho / Tally.

Open the bookkeeping handbook

Financial Statements

SFRS engagement — trial-balance ingest, mapping, deterministic statements, AI-generated notes, DOCX export.

Open the FS handbook

XBRL Filing

ACRA filing — DOCX/PDF → taxonomy mapping → human-confirmed → 144-rule validation → BizFinx XLSX / XBRL XML.

Open the XBRL handbook

Correspondence

Staff-ops mail intake — mailbox → OCR & classify → match the client → review → dispatch.

Open the correspondence handbook

Reference

SOPs, status machines, the RBAC matrix, validation rules, and the notification catalog. Several pages are generated from code — they cannot drift.

Open the reference

Operations

Incident runbooks plus SLO / capacity / on-call / retention / backup / PII reference.

Open the operations track

What's coming

The modules on the roadmap — Secretarial, Registered Office, Tax, Immigration, Ticketing — and where each stands today.

See the roadmap