GL Blueprint
The chart of accounts, single source of truth.
The master chart of accounts for the whole toolbox. Every tool that needs a GL code reads from here. Saved Views replace the personal Excel copies that always go stale; Cora answers “where do I book this?” in seconds with reasoning you can trust.
Cora is here.
Ask in plain English; she cites the GL code with reasoning.
How it works
Three steps from 800 accounts to the one you actually need.
Build a saved view
Filter and sort the chart however your work demands — by entity type, property class, account family. Save the result. Next time you come back, your view is one click away.
Each user keeps their own views. The chart updates centrally; your view updates with it.
Filter by what you actually need
Cut hundreds of accounts down to the handful that apply to your property and entity. Multifamily expense codes, commercial CAM lines, capex categories — pick the slice that fits the job.
Toggles persist on the URL so you can share a filtered view with a teammate.
Ask Cora when in doubt
Stuck on a borderline classification? Ask Cora in plain English — "where does a water-heater replacement go?" — and get the GL code, the reasoning, and the underlying classification rule.
Cora's answers cite the chart; you can click through to the account and verify before booking.
See it in action
What you’ll see inside the tool.
Your saved view of the chart
Filtered to the slice you actually use, with Cora one keystroke away.
Saved view: Multifamily expenses
Cora suggests
You asked: “Where does a $1,400 water-heater swap go?”
Book to 5215 · Maintenance — Appliance Replacement. Treated as expense unless the unit is being repositioned.
Account detail on your phone
Look up an account from the field — sub-accounts, recent classification context, all in one place.
Why you’ll use it
Coding a transaction shouldn’t require a phone call.
The chart of accounts is supposed to be the answer key. In most shops it’s a spreadsheet a few people maintain in private and the rest of the team guesses at. GL Blueprint puts the same chart in front of everyone, filtered to what they need.
Your view, saved
Configure the slice of the chart you actually use — your property type, your accounts, your sort. It's there next time, and the time after that.
Cut 800 accounts to 30
Property-type and account-family filters narrow the chart instantly. No more scrolling past commercial codes when you're booking a multifamily charge.
Cora answers the borderline cases
Water heater? Capex or expense? Cora cites the GL code with the reasoning, and links to the account so you can verify before you book.
One source of truth, everywhere
The chart that Credit Card, Lowe's, and Investor Letters read is the same chart you're looking at. When it updates here, every tool sees the change immediately.
Look up a code from the field
Maintenance tech in a basement, manager in a parking lot — the chart, sub-accounts, and Cora all work on a phone. No spreadsheet, no laptop.
Who uses it
Built for everyone who classifies, and the accountants who own the chart.
Anyone classifying transactions
Card holders, maintenance teams, property managers — anyone whose work touches a GL code. You don’t need to memorize the chart; you just need to find the right account fast and trust the answer.
- Search the chart by code, name, or keyword
- Save personalized filtered views
- Ask Cora for the right account in plain English
- See recent classifications for context
- Look up codes from your phone in the field
Accountants
You own the chart. Add accounts, retire stale ones, refine the classification rules Cora uses, and share the changes with the whole team in one place — without shipping a new spreadsheet to twenty inboxes.
- Add, edit, and retire accounts in one place
- Refine classification rules Cora references
- See where each account is used across the toolbox
- Build templates and saved views for the team
- One chart updates every tool that reads from it
Look up a code from the field.
Standing at a property, holding a receipt — open GL Blueprint on your phone, search or filter to the account you need, ask Cora if the call isn’t obvious, and book the charge before the line is cold. No app to install, no laptop, no spreadsheet.
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