Skip to content

Single workstation, minimal (standalone desktop, BYO key)

Admin

The leanest installation: CompanyWizard runs as a standalone desktop app on one machine — no server, no extra services. Ideal for a single person who wants to get started quickly and with minimal data footprint.

Components: desktop app with local SQLite and a local index; only the model access reaches outside. Components: desktop app with local SQLite and a local index; only the model access reaches outside.

Individual users; pilot operation; maximum data minimization (offline with a local model if you want).

  • Desktop app (Photino, Windows, macOS or Linux) with local SQLite.
  • Search: without a vector service the lean BM25 full-text search kicks in (the default on a fresh install); with embeddings, sqlite-vec is possible. → Vaults & indexing
  • Model access: your own API key (cloud) or a local model via Ollama (offline). → LLM API key
  • PII detection: optional via Presidio; without a reachable Presidio no pseudonymization takes place. → Setting up Presidio
  1. Install the desktop app (Windows setup, notarised macOS package or Linux package).
  2. On first launch, walk through the setup wizard (admin account, model access). → Installation & first launch
  3. Optional: add a local model (Ollama) for offline operation.