bigcapital VS paperless-ngx

I came across Bigcapital and I haven't tested it out yet but I have used Paperless NGX before. Can the two integrate together?

Starting a new corporation and with that P&L balance and without having a CPA on ongoing payroll want to do a much better job at managing my P&L. Currently have done bookkeeping with a combination of CSV bank statement exports and then a manual Perl-based parser to categorize and prepare for taxes. This process has worked fairly well because there are several international accounts that need to be considered that would not be supported by something like a Mint. What I am looking for in the tool: — API integration with Plaid / common US bank / Airwallex — Ability to ingest custom CSV exports from international banks — Ability to issue and track invoices; doing that manually today — Ability to manage receipts for expenses — Mobile app support — Ability to track both a personal and corporate balance would be great — Assistance in compiling a standard profit and loss statement at year end; jurisdiction is outside of the US (offshore)_ and while there is a bookkeeping need there is no reporting need — Some degree of reporting and visualization of spending trends (low priority) — Some AI/NLP features that help with classification; I travel a lot so a lot of weird characters and non-sensical purchase names coming in that I would want to be able to build a rule set around to capture reoccurrences — Open-source would be great but not required; similar self-hosting is an option if it allows for a powerful but cheaper solution I have looked at: — https://bigcapital.ly/ — looks promising but seem in its early phase so maybe not super mature — https://moneydance.com/ — seems only work for personal — QuickBooks — would love something less mainstream

I steered a friend towards Paperless (and away from an LLM solution) as a way of searching/accessing GBs of architectural PDFs recently - so far, it’s apparently working well for them.

https://github.com/paperless-ngx/paperless-ngx

Paperless-ngx is a document management system that transforms your physical documents into a searchable online archive so you can find your physical documents easier. With features such as tags, full text search, multi-user permissions system, this is a dream for those who like to keep an organized folder of files and documents.

Since last year I’ve been configuring and maintaining my homelab setup and it is just amazing.

I’ve learned so much about containers, virtual machines and networking. Some of the self hosted applications like paperless-ngx [1] and immich [2] are much superior in terms of features than the proprietary cloud solutions.

With the addition of VPN services like tailscale [3] now I can access my homelab from anywhere in the world.

The only thing missing is to setup a low powered machine like NUC or any mini PC so I can offload the services I need 24/7 and save electricity costs.

If you can maintain it and have enough energy on weekends to perform routine maintenance and upgrades. I would 100% recommend setting up your own homelab.

[1] https://docs.paperless-ngx.com/

This has been posted a few times already, but I cannot tell you how life changing Paperless NGX is for organizing PDFs. As someone who wrangles all of the insurance and bills for my house, this open source software is so damn good.

https://docs.paperless-ngx.com/

I maintain Bash script to quickly set it up locally on Linux with Podman. Give it a spin if you want to kick the tires.

https://github.com/jdoss/ppngx

Personally, I use https://github.com/joeyates/imap-backup to archive all my emails and then only keep them on the remote server for as long as I need to (basically until I read them and respond or download an attachment into https://docs.paperless-ngx.com )