Docs
Guides, written from what the demo does
Moving in, QuickBooks, the assistant, your own AI, the export, teams and scanning. Each guide opens by saying how much of it is in the demo today, and what is sandbox only.
Move in
Bring a shop over from Fishbowl, Katana, Cin7, QuickBooks or Shopify.
- How a switch-in worksUpload, match columns, read the dry run, approve. Nothing is written until you approve.In the demo
- Switch in from FishbowlTen CSV exports cover parts, stock by bin and lot, bills of materials, orders and serial numbers.In the demo
- Switch in from KatanaEight CSV exports: products, suppliers, customers, recipes, orders, locations and serial numbers.In the demo
- Switch in from Cin7Eight CSV exports, including price tiers, which become price lists.In the demo
- Switch in from QuickBooksPull items, vendors, customers and open purchase orders from the connected sandbox company, or upload QuickBooks CSV exports.Partly in the demo
- Switch in from ShopifyProducts become items and open orders become open sales orders. Read-only, from a connected development store.Partly in the demo
Connect
QuickBooks stays the ledger. Shopify feeds orders.
- Connect QuickBooks and post entriesQuickBooks Online stays your ledger. Lockstock drafts journal entries and posts them only after you approve.Partly in the demo
- Connect ShopifyConnect a Shopify development store and its orders become Lockstock sales orders, matched to your items by SKU. Read-only.Partly in the demo
Assistant and AI
What the assistant does, what it cannot do, and how to plug in your own.
- The assistant and its limitsIt answers from your live records and shows its math. It cannot change anything. Anything it suggests waits for you.In the demo
- Connect your own AI (MCP and REST)Make a token, then point Claude, ChatGPT or any client at the MCP or REST address. Reads are open to the token, writes become proposals.In the demo
Your data and price
Take everything out any day. The price in writing.
Team and floor
Roles, limits, scanning, labels and shipping.
- Teams and rolesInvite people, give each one of four roles, set two dollar limits per role, and keep one rule: nobody approves their own work except the owner.In the demo
- Scanning and labelsScan with a phone camera or a USB scanner to look things up, move, receive, count, pick and pack. Print item, bin, lot and work order labels as a PDF.In the demo
- Orders and shippingOrders arrive from a Shopify store, a file or by hand. Pick, pack, ship with a carrier and tracking number, print a packing slip, import tracking and work the backorders on the Fulfillment screen.In the demo
Help
Short answers to the questions asked most.
Common questions
The rest are on the FAQ page.
- Is this real data?
- No. The demo holds synthetic sample data, and anything you add is yours alone. Do not enter real customer or personal data while it is a demo.
- Does it touch my real QuickBooks?
- No. QuickBooks runs against the Intuit sandbox company only. Production QuickBooks keys have not been requested, so no real company can be connected.
- What does it cost?
- One flat price, with no seats to count, no contract and no cancel fee. The terms are on the price lock page. Nothing is charged in the demo.
- How do I get my data out?
- Press Export everything on the Export screen. You get a zip with one CSV per table, a schema README, a SQL dump and a manifest of row counts. The download link is good for one hour.
- Which systems can I move in from?
- Fishbowl, Katana and Cin7 by CSV export, QuickBooks by CSV or a live read of the sandbox company, and Shopify by a live read of a development store once you have connected it on the Shopify screen. Start at How a switch-in works.
- Can the assistant change my data?
- No. It drafts proposals, and nothing is written until a person approves it. See The assistant and its limits.