What was done, and when.

2026-09-04

Process documentation standard ratified: capture, PROCESS, RUNBOOK, SKILL, each pointing at the next. Capture is a Teams recording, always. Machine tooling manifest established across both build hosts. Acta AI named as the platform brand; this site and actacfo.ai stood up.

2026-09-03

First process taken end to end in a day: a portfolio company’s monthly invoicing, captured from a recorded walkthrough with the person who does it, documented, confirmed, and running as a skill that posts to the general ledger and sends the client packages.

2026-09-02

July borrowing base certificates for two portfolio companies built from the ledger, tied to the balance sheet to the penny, signed, and delivered to the lender. A subledger gap of roughly a million and a half dollars, conversion-era, surfaced and queued for reconciliation. No overadvance under any reading.

2026-08-30

Estate library tagged v0.1.0: Microsoft Graph, QuickBooks, and Intacct packs, one gated action per verb, standard library only, no estate names. Consumers vendor it at a tag. GitHub organizations for two portfolio estates locked to one standard.

2026-08-28

Acta CPA website rebuilt in a day from WordPress to a standard-library static generator on Cloudflare Pages. The same generator now renders this site.

2026-08-25

Medallion data layer and reporting spine live for a portfolio company in its own tenant. Thirteen-week cash forecast on a sweep-line revolver merged and running weekly for a second.

2026-08-21

One definition, every surface: a lender deck, a workbook, and a covenant tile disagreed by a few heads and a basis. Each had passed its own check. Cross-artifact tie-outs became doctrine that day.

2026-08-20

Sage Intacct REST lane live. A portfolio company’s July close locked and published from the platform.

2026-08-17

July close shipped for a government contractor with zero manual journal entries. Executed by the system, reviewed and locked by the CFO.

2026-08-15

The knowledge vault went bidirectional between both build hosts. Edit anywhere, commit, converge.

2026-08-01

Full restore drill of the platform database: every table, byte for byte. A backup that has never been restored is a hope.

2026-07-30

The workshop surface established: one shared build folder per client, network-mounted to both hosts, the place where operator and agent hand work back and forth.

2026-07-17

Artifact-folder standard: a run is done when its folder is filed where the humans look. Staging is not delivery.

acta diurna, daily acts. Caesar ordered the first one posted. We just kept the habit.