Product Information
What is Summit finance?
Summit is a modern, self-hostable invoicing and financial management application designed for freelancers, small businesses, and agencies. Built with Next.js, Drizzle ORM, and Tailwind CSS, it provides essential tools to efficiently manage your finances.
**Key Features:**
**Invoices:** Create, manage, and track professional invoices.
- Generate PDF invoices.
- Email invoices directly.
- Track invoice status (draft, sent, paid, overdue, canceled).
- Online payment integration (Xendit).
**Quotes:** Create and manage quotes for clients.
- Generate PDF quotes.
- Email quotes directly.
- Track quote status (draft, sent, accepted, rejected, expired).
- Convert accepted quotes directly into invoices.
**Expense Tracking:** Record and categorize business expenses.
- Upload and attach receipts (via Minio/S3).
- Manage expense categories.
**Income Tracking:** Record and categorize income sources.
- Link income to specific invoices or clients.
- Manage income categories.
**Client Management:** Track client information.
**Vendor Management:** Manage details about your suppliers and vendors.
**Recurring Transactions:** Set up recurring invoices, expenses, and income on daily, weekly, monthly, or yearly schedules. Automated via CRON job endpoint.
**Dashboard:** Get a quick overview of your financial health (outstanding/overdue invoices, profit & loss).
**Reports:** Generate insightful financial reports:
- Profit & Loss Statement
- Invoice Summary
- Accounts Receivable Aging
- Expense Breakdown
- (More planned!)
**Client Portal:** A dedicated portal for clients to view their invoices and quotes (authenticated via magic links).
**Team Management:** Invite team members with different roles (admin, accountant, staff) and permissions.
**Settings:** Configure company details, manage categories, and team members.
**Authentication:** Secure user authentication with NextAuth.js.
**Modern Tech Stack:** Built with Next.js (App Router), TypeScript, Tailwind CSS, ShadCN/UI, Drizzle ORM, and PostgreSQL.
How to use Summit finance?
Summit Finance is a modern, self-hosted invoicing and financial management app designed to help freelancers, small businesses, and agencies efficiently manage their finances.
Core Functions of Summit finance
Ad-Free
Vendor Management
Expense Tracking
Recurring transactions
Client Portal
Periodic trading
Usage Scenarios of Summit finance
- Freelancers manage invoices and expenses
- Small businesses create and track customer quotes
- Agencies record and categorize business income
- Set up recurring invoices to automate billing
- Team members collaborate on financial matters
- Clients view their invoices and quotes online
Common Questions about Summit finance
What does Summit Finance do?
How do I use Summit Finance?
What are the core features of Summit Finance?
What are the use cases for Summit Finance?
