BookStage

Pre-accounting workbench


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Open-source web entangled, pre-accounting workbench for document capture, reconciliation, and TurboCASH integration.



Coming June 2026

Purpose:

Desktop pre-accounting application for bookkeepers, accountants, and developers.

The messy part of any accounting office are those rows of lever arch files containing spreadsheets, recons, delivery notes, bank statements, tax returns. Then the tough part - entering them into the accounting package. Bookstage sorts through that clutter and makes it easy to upload accounting data.

Core workflows:

BookStage Palette

. Free to TurboCASH users.

. $ 6 a month as a standalone

. Access to our MCP servers

. Desktop, LAN, One Drive, Google Drive, Drop Box

. Works with TurboCASH 4 and TurboCASH 5, or Standalone

BookStage Palette

Integrated help and ChatGPT

Harness the power of AI in your usage.

Chat Integration


Future Extensions:

Technical direction: Licence:
Apache License 2.0
Fully free for open-source, enterprise, commercial, redistribution, and encapsulated use.

Accountants

An easier way to handle all those messy documents


Open a Workbench

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  • Open Multiple Workbenches and Muliple companies.
  • Link to a TurboCASH set of Books - even keep the workbench folders and TurboCASH Books folders together for easy access.
  • Transform and Load into TurboCASH with ease
  • Documents

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    Manage Bank Accounts

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    Developers

    Develop your own ETL for TurboCASH and other systems


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    Architecture

    An Electron app is a desktop application built using web technologies like HTML, CSS, and JavaScript, but packaged to run natively on Windows, macOS, and Linux. Electron combines Chromium (for rendering the interface) and Node.js (for backend logic), allowing developers to write cross-platform apps with a single codebase. Popular apps like Visual Studio Code, Slack, and Discord are built with Electron because it makes it easy to deliver rich, modern interfaces while still accessing native system features.

    Features

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    Core Architecture

    Key Features

    Example Flow

    1. User opens the app → Main process starts.
    2. Main process creates a BrowserWindow → Renderer process loads your HTML/JS.
    3. Renderer displays UI → User clicks a button.
    4. Renderer sends IPC message → Main process performs system action (e.g., read/write file).
    5. Main process responds → Renderer updates UI.

    Connection Profiles

    BookStage is built around connection profiles, not around “one database path”. That lets the same UI support local, LAN, and internet-style access cleanly.

    BookStage UI

    React renderer
    |
    v
    Electron preload API
    window.bookStageAPI
    |
    v
    Electron main process
    Connection/profile manager
    |
    +> Local Firebird server
    | localhost:D:\...\books.fdb
    |
    +> Network Firebird server
    | office-server:D:\TurboCASH\Company\books.fdb
    |
    +> Remote BookStage Gateway
    https://client.example.com/api
    |
    v
    Firebird server near the database
    Important rule: do not open a Firebird database over a shared folder like:

    \\server\share\books.fdb
    That is risky. Firebird databases should be accessed through a Firebird server process, even on a LAN.
    So the three supported connection types should be:

    1. Local Books

    host: localhost
    database: D:\dev2023\bookstage\books\4-EN-UK-GENERIC\books.fdb
    user: SYSDBA
    password: masterkey

    2. Network Books
    host: office-server
    database: D:\TurboCASH\Books\ClientA\books.fdb
    user: SYSDBA
    password: ********

    The file lives on the server machine. BookStage connects to Firebird on that machine.

    3. Internet Books
    Do not expose Firebird directly to the internet if you can avoid it. Better:

    BookStage desktop
    -> HTTPS API
    -> BookStage Gateway service
    -> Firebird on same private server/network
    That gateway can handle authentication, logging, rate limits, backups, and later sync rules.

    For development, create this progression:

    Phase 1: Local Firebird
    BookStage -> localhost Firebird -> local books.fdb

    Phase 2: LAN simulation
    BookStage -> 127.0.0.1 or machine name -> Firebird server path

    Phase 3: Gateway simulation
    BookStage -> local Express API -> Firebird In the app, create a Connection Profiles table in SQLite:

    connection_profiles
    id
    name
    type: local | network | gateway
    host
    port
    database_path
    api_url
    username
    encrypted_password
    last_opened_at status
    Then the first real module should be Open a set of books, with tabs:

    Local
    Network
    Internet / Gateway
    Recent

    SQLite

    We SQLite, but store JSON packets inside it. That gives you a practical “document database” without adding a server dependency.

    A workbench can be:


    /workbench-folder
    Documents/
    bookstage.sqlite

    Inside SQLite:

    packets
    id
    packet_type
    source_path
    json_body sha256_hash
    created_at
    updated_at
    status

    SQLite is not “only relational.” It has good JSON support through JSON1, so you can store and query JSON:

    SELECT *
    FROM packets
    WHERE json_extract(json_body, '$.supplier.name') = 'ABC Supplies';

    Why SQLite is better at this stage:

    zero install for users
    works offline
    easy to back up with the workbench
    reliable ACID transactions
    good enough for thousands or millions of document packets simple to ship in Electron
    no local database server to manage

    Frequently Asked Questions

    Whats in it for you?


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    BookStage helps you organize document packets, track their status, and keep related records in one place.

    Yes. It is designed to work offline, making it practical for users who do not want to rely on a constant internet connection.

    BookStage is free and open source. OneDrive fees are for your own account. a $6 per month per user subscription is required to use our MCP servers. (highly recommended)

    Pre accounting is a dynamic practice, documents and methods constantly changing. synching through our servers means your methods are always up to date. BookStage is free and open source. OneDrive fees are for your own account. a $6 per month per user subscription is required to use our MCP servers. (highly recommended)

    Yes. The SQLite-based setup makes backups simple and reliable through the workbench. If loaded in the same directory, it can also be backed up with TurboCASH

    ETL - Extract Transform, Load. Bookstage is an ETL tool for TurboCASH. It extracts data from TurboCASH and local documents, transforms it into the right format, and loads it into TurboCASH. It can also be used to extract data from TurboCASH for reporting or integration with other systems.

    Digital marketing theory says products with "oo" in the name have an advantage (e.g., Google, Facebook, Zoom). BookStage follows this trend. "Stage" is a summary of ETL (Extract, Transform, Load)