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 the essential tools to manage your finances efficiently.

Key features:

• Invoicing: Create, manage, and track professional invoices.
• Generate PDF invoices.
• Send invoices directly via email.
• Track invoice statuses (Draft, Sent, Paid, Overdue, Cancelled).
• Online payment integration (Xendit).
• Quoting: Create and manage quotes for clients.
• Generate PDF quotes.
• Send quotes directly via email.
• Track quote statuses (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: Keep track of your clients' information.
• Vendor Management: Manage information about your suppliers and vendors.
• Recurring Transactions: Set up recurring invoices, expenses, and income on daily, weekly, monthly, or yearly schedules. Automated processing via cron job endpoint.
• Dashboard: Get a quick overview of your financial health (Outstanding/Overdue Invoices, Profit & Loss).
• Reporting: Generate insightful financial reports:
• Profit & Loss Statement
• Invoice Summary
• Aging Receivables
• Expense Breakdown
• (More planned!)
• Client Portal: A dedicated portal for clients to view their invoices and quotes (authentication via magic link).
• 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 using NextAuth.js.
• Modern Tech Stack: Built with Next.js (App Router), TypeScript, Tailwind CSS, shadcn/ui, Drizzle ORM, and PostgreSQL.