Cardinal by RAMCOREHelpOpen Cardinal

Help

How Cardinal works, setup on Mac and Windows, and answers to common questions.
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Getting started

  • What Cardinal is

    Cardinal measures human and AI hours, cost and leverage, and turns them into quotes, invoices and team reports.

  • Signing in

    How to sign in, how invites work, and what the sign-in messages mean.

  • Today: your home page

    Today is a personal briefing computed from your numbers: what to do next, where your time and money went, and which work is worth it.

  • Using the help centre

    Search the help articles, and ask the guide a question when you are signed in.

Setup on your computer

Time and tracking

  • Overview

    The workspace owner's summary of hours, AI time, leverage and cost for a date range.

  • The Day view and time entries

    See one day as a column of tracked sessions and your own entries, and add, edit or fill in time.

  • Starting and stopping the timer

    The Start and Stop control in the top bar, the s key, and what happens to entries left running.

  • Drafted timesheets

    Let Cardinal propose time entries for a day from your Claude sessions and the gaps between them.

  • Projects and budgets

    The Projects list, a project's page, budgets with burn alerts, revenue and traditional-build hours.

  • Clients

    Client activity, codes, default rates, billing details, and archiving.

  • A session's page

    What one Claude session's page shows, and how to relabel a single session.

  • Heatmap and Trends

    See when you work, hour by hour, and how your numbers move month by month, with markers.

  • Labelling projects in the Inbox

    Confirm who each new project's work is for and what kind of work it is.

  • The owner's Mac collector and /hoursMac

    How the workspace owner's tracker data arrives, and the /hours command inside Claude Code.

Money: quotes, invoices, books

  • Your floor rate and the quote helper

    How Cardinal works out the lowest hourly rate you can charge, and how to check a price against it.

  • Quotes

    Price a job from similar past work, approve it to lock the price, and track the outcome.

  • Pitch decks

    Draft a slide deck for a quote, edit the slides, and present or print it.

  • Invoices

    Create, edit, issue and track invoices and credit notes, record payments, and print them.

  • The invoice agent

    Let the agent draft invoices from unbilled time or an open quote, check them, and write the cover email.

  • Invoice settings

    Your company, VAT, bank details, numbering, terms and rate card for invoices.

  • The ledger

    Double-entry books: chart of accounts, journals, the trial balance and lock dates.

Teams and members

  • Your own page: Me

    How you use Claude, what it costs, and where the spend went. Only you and whoever you report to can see it.

  • The Team page

    Seats, usage and waste for the people you manage, the leaderboard, and adding members, agents and teams (Team › Manage).

  • A member's page

    One person's or agent's numbers, details, teams, sign-in invite, keys and leaving.

  • Deals and cost per deal

    How Claude Code sessions in deal folders add up to the cost of each deal, the win rate and cost per won deal.

  • Invites and switching workspaces

    How people join a workspace, how to belong to more than one, and how customer workspaces are opened.

  • Settings: tracking, backups and export

    The workspace owner's settings: idle threshold, subscription, label rules, pricing floor, sync, backups and export.

AI agents and the runner

  • The local runner

    The small program on your computer that answers Cardinal's AI jobs with your own claude -p on your own Claude plan.

  • Waiting for your computer…

    What the message means, how jobs queue, and how to get them moving.

  • AI jobs and what happens to drafts

    How the AI jobs panel works, what it records, and how your decisions are counted.

  • How your briefing is written

    What Write my briefing does, why Claude never writes a number, and who can read it.

  • Your agents

    Eight agents watch your numbers and suggest what to do: seats, coaching, scope, follow-ups, cash, client updates, lost deals and similar past work. Ask Cardinal answers questions. Nothing is ever sent for you.

  • Comms: the outbox, enquiries and workflows

    Every message Cardinal would send for you, in full, with who approved it and on what basis. Dry run for now: nothing leaves Cardinal.

  • Your plan for the day

    Your personal assistant plans your day from Today and your own calendar, preps your meetings and wraps up the day. Only you see it.

FAQ