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Releases: Lamella-ai/lamella

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@ajquick ajquick released this 30 Apr 03:22
v0.3.2
538ed06

First public release of Lamella, a self-hosted bookkeeping application built on top of Beancount.

Overview

Lamella is a web-based front end for managing personal and business bookkeeping. Transactions are imported from bank accounts (via SimpleFIN or CSV), classified through a context-aware workflow, and persisted to plain-text Beancount ledgers. Receipts are linked from a Paperless-ngx instance. A vector database powers similarity-based matching to streamline repetitive classification.

Features

  • Beancount ledger backend. All transactions are written to standard Beancount files. No proprietary database lock-in. Ledgers can be exported, version-controlled, or migrated to any Beancount-compatible tool at any time.
  • Multi-entity support. Run multiple businesses and personal finances within a single instance. Accounts and transactions can be scoped per entity or shared.
  • Transaction import.
    • SimpleFIN integration for automated daily pulls from supported institutions.
    • CSV import with configurable column mapping.
    • Duplicate detection on import.
  • Classification workflow. Five context inputs feed into transaction classification:
    • Per-transaction memos
    • Daily notes
    • Contemporaneous mileage log
    • Project assignments spanning multiple days or trips
    • Linked receipts via Paperless-ngx
  • Vector similarity matching. Transactions are embedded and stored in a vector database for similarity lookup. Repeat or near-duplicate transactions surface prior classifications automatically.
  • Receipt integration. Bidirectional linking with Paperless-ngx. Receipts attach to transactions, and metadata inconsistencies between the two can be surfaced for correction.
  • Tax forms. Generates Schedule A, Schedule C, and Schedule F from classified transactions.
  • Account views. Running balances, category breakdowns, and per-entity reporting.
  • Optional AI assistance. Off by default. When enabled, uses the five context inputs above to suggest classifications and flag receipt/transaction mismatches. The application is fully functional without AI features enabled.

Stack

  • Backend: Python / FastAPI
  • Ledger: Beancount
  • Database: PostgreSQL
  • Optional integrations: SimpleFIN, Paperless-ngx
  • Optional AI: pluggable provider (OpenAI-compatible API)

Deployment

  • Docker image on github
  • docker-compose.yml example included in the repo
  • Environment variable reference in README.md
  • Manual installation instructions for non-Docker setups

Requirements

  • Docker 20+ (for containerized deployment)
  • Optional: SimpleFIN account, Paperless-ngx instance, OpenAI-compatible API endpoint

Known Limitations

  • First public release. Expect rough edges.
  • Tax form output should be reviewed before filing. Lamella is a bookkeeping aid, not a substitute for a tax professional.

License

Apache License 2.0

Feedback

Issues and pull requests welcome at https://github.com/Lamella-ai/lamella

This started as a tool for my own bookkeeping, and external feedback will shape where it goes next.

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