Knowledge base

How to install it, connect it, schedule it, secure it and ask it things.

The guides

Written for the person doing the job, not for a developer. Free to download — no sign-up, no form.

The Setup Guide

Install to first question, in one document: what gets installed, which Claude plan you need, running the setup, your first report, connecting Excel, and what to do when it does not work. Download PDF →

4 — Notes for IT & auditors

A factual description of how the Connector stores and moves data, written to be handed to an IT provider or auditor. Download PDF →

5 — Company file security

What a password protects, what it costs, and why a forgotten password loses time but never data. Download PDF →

6 — Site administrator guide

For whoever runs the Connector machine: setting up staff access to company data, including password-protected companies. Download PDF →

The guides cover the Connector. The Report Writer's own setup guide stays where it is, on support.