Financial

Build secure and reliable financial apps with these customizable templates. Use them to manage your personal budget with clarity or as a professional starting point for a new fintech tool for your clients.

Purchasing & Inventory Management template preview

Purchasing & Inventory Management

$19

Complete Order Management & Purchasing (PO/GR) A fully-featured, production-ready purchase order management and receiving system designed for restaurants, businesses, and organizations that need to streamline and track their purchasing operations. Key Features: Order Request Management Create, edit, and track purchase orders with full approval workflow Draft mode to prevent data loss while building orders Multi-level status tracking (Draft, Pending, Approved, Rejected, Completed) Edit approved orders with automatic revision history and -REV identifier Search orders by name, ID, or product Rejection notes and approval tracking with timestamps Goods Receiving Module Process approved orders efficiently Mark items as received with actual quantities and invoice prices Generate professional Goods Receipt (GR) notes Multi-receipt file uploads per order Receipt archive with bulk sequential download capability Track variances between ordered and received quantities Product Catalog & Inventory Comprehensive product management with categories and sub-categories Stock level tracking with low-stock alerts Dual unit of measure support (e.g., bottles vs cases) with automatic conversion Price history tracking with automatic updates on order receipt Price change indicators showing increases/decreases Supplier linkage with preferred vendor designation Pagination (20 items per page) for large catalogs Executive Dashboard Real-time key metrics (pending approvals, items to receive, total spending, low stock) Top 10 products by spend (horizontal bar chart) Category spending breakdown (interactive pie chart) Flexible date range filtering for time-based analysis Average order value calculations Supplier performance overview Stock Adjustments Record inventory adjustments with unique IDs Track spoilage, waste, and manual corrections Item-level adjustment history Before/after stock level tracking Supplier Management Maintain supplier database with contact information Link products to multiple suppliers with different pricing Track supplier product catalogs Mark preferred suppliers for each product Automated Notifications Email notifications for order approvals/rejections PDF attachments with order details Configurable notification settings Uses actual browser time for accurate timestamps PDF Generation Professional order request PDFs Goods receipt notes with itemized details Accurate financial calculations Clean, printable layouts Settings & Administration User management with role-based access (Admin/User) User invitation system Category management (main and sub-categories) Email notification toggles Audit trail for all major actions Data import/export capabilities User Experience Clean, modern interface with responsive design Mobile-friendly for on-the-go management Intuitive navigation with role-based menu items Real-time data updates Search and filter capabilities throughout Pagination for large data sets Security & Permissions Role-based access control (Admin/User) Admin-only features (Settings, User Management, Category Management) Secure user invitations Audit logging for accountability Perfect For: Restaurants and food service businesses Retail operations Small to medium businesses Procurement departments Organizations managing multiple suppliers Teams needing approval workflows First use: Change the user to admin to view the admin panels. Change to your currency under settings.

Jonathan Defensor0 clones

Marketing & Sales · Operations +1

Rental Management Platform  template preview

Rental Management Platform

$12.99

HireHub - Complete Business Management Platform Transform your equipment rental and project-based business with an all-in-one solution designed to maximize efficiency and profitability. Key Selling Points: 📊 Unified Operations Dashboard Real-time visibility into projects, inventory, finances, and team performance Visual analytics with charts and metrics to make data-driven decisions instantly Centralized hub that eliminates switching between multiple tools 🎯 Project & Job Management End-to-end project tracking from quote to completion Gantt charts and calendar views for perfect scheduling Task dependencies, milestones, and team collaboration tools Recurring project templates to automate repetitive work 📦 Smart Inventory Control Complete asset tracking with serial numbers and maintenance logs Real-time availability and low-stock alerts Cross-hire management for external equipment needs Automated maintenance scheduling to prevent downtime 💼 Client Relationship Excellence Centralized client database with full interaction history Document storage and AI-powered sentiment analysis Communication tracking to never miss a follow-up 💰 Streamlined Financials Professional invoicing with automated calculations Time-based and item-based billing options Payment tracking and purchase order management Real-time profitability insights per project ⏱️ Built-in Time Tracking Live timer widget for accurate billable hours Manual time entry with project/task linking Comprehensive time reports for billing and productivity analysis 📈 Advanced Reporting & AI Analytics Custom report generation with save functionality AI-powered insights and recommendations Financial, inventory, and project performance dashboards Export capabilities for external analysis 🔐 Role-Based Security Customizable permissions per user role Secure data access controls Activity logging for complete audit trails Business Benefits: ✅ Reduce Admin Time by 60% - Automate quotes, invoices, and reporting ✅ Eliminate Double-Booking - Real-time inventory availability prevents conflicts ✅ Increase Profitability - Track costs vs. revenue on every project ✅ Scale Confidently - Manage more projects without adding admin staff ✅ Never Miss Deadlines - Automated reminders and visual timelines ✅ Improve Cash Flow - Faster invoicing and payment tracking ✅ Enhance Team Collaboration - Centralized communication and file sharing ✅ Make Smarter Decisions - AI-powered insights from your data Perfect for event production companies, AV rental businesses, equipment hire firms, and any project-based operation that manages physical inventory alongside client jobs.

Trade App Solutions0 clones

Operations · Finance +2

Project Manager template preview

Project Manager

$12

A complete project management dashboard built for freelance web designers and developers. Stop juggling spreadsheets. Track every client project from proposal to payment in one place. Whether you're building websites, e-commerce stores, or landing pages, Project Manager gives you everything you need to stay organized and get paid. What's inside: Overview — View and edit project details, status, deadlines, and payment status (Not Invoiced / Invoiced / Paid) at a glance. Requirements — Capture client goals in a dedicated space. Use the priority checklist (High / Medium / Low) to track what needs to be confirmed before work begins. Communications — Log every meeting, email, phone call, and chat in a color-coded timeline. Never lose track of what was discussed with a client. Tasks — Break projects into phases, each with its own task list, assignee, and due date. Track overall progress with a visual progress bar. Overdue tasks are highlighted automatically. Time Log — Record hours spent on each project. See total hours at a glance. E stimates — Build line-item estimates with auto-calculated totals. Set your own tax rate and currency. Add notes for payment terms or scope details. Milestones — Set key dates and mark them complete as your project moves forward. Files — Upload and organize project files with descriptions. Supports any file type. Notes — Capture ideas, decisions, and reminders. Pin important notes to the top. Revenue Dashboard — See your financial pipeline at a glance: Pipeline (not yet invoiced), Outstanding (invoiced), and Total Revenue (paid). Settings — Customize your profile, business name, avatar, currency symbol, default tax rate, date format, and sort preferences. Built to work on the Starter plan. No external integrations required. Fully responsive on desktop and mobile. Ready to use out of the box — just add your first project and go.

Akira Nakamura0 clones

Operations · Finance

Ebook Launch template preview

Ebook Launch

$49.99

EbookLaunch — AI-Powered Ebook Sales Platform Turn any PDF into a high-converting sales page in under 60 seconds — powered by AI. ✨ What It Does EbookLaunch is a complete SaaS-ready platform that lets creators, authors, and digital marketers upload an ebook PDF and instantly get a fully generated sales page, payment processing, order management, and deep analytics — all in one place. 🤖 AI-Powered Sales Page Generator Upload your PDF → our AI reads the content and automatically generates: Main headline & sub-headline Benefits list Target audience description FAQ section Suggested pricing Accent color palette Author & book metadata No copywriting skills needed. Just upload and sell. 💳 Payments & Orders Stripe integration for secure checkout Order Bump upsells — add complementary ebooks to boost revenue Full order history with status tracking (Completed / Pending / Refunded) Customer name, email, and country captured per order 📊 Analytics Dashboard A beautiful, real-time analytics suite with: Revenue chart — 30-day daily revenue trend (area chart) Top 5 Best-Selling Ebooks — ranked by revenue with conversion rates Conversion Funnel — Views → Sales → Order Bumps with % rates Sales by Country — pie chart with geographic distribution Sales by Region — horizontal bar chart Recent Orders — live feed with status badges 📱 Fully Mobile Responsive Optimized for mobile, tablet, and desktop Collapsible sidebar navigation Clean, modern UI built with Tailwind CSS + shadcn/ui 🌍 8-Language Interface Switch the entire admin panel language instantly: 🇧🇷 Portuguese (BR) 🇺🇸 English 🇪🇸 Spanish 🇫🇷 French 🇮🇹 Italian 🇯🇵 Japanese 🇨🇳 Mandarin 🇷🇺 Russian Language preference is saved per browser session. 🛠️ Tech & Configuration Frontend: React + Tailwind CSS + shadcn/ui Charts: Recharts (area, bar, pie) Payments: Stripe (publishable key config in Settings) AI: Built-in Base44 LLM integration (advanced model for ebook analysis) File Storage: Base44 CDN (PDF + cover image uploads) Database: Base44 entities (Ebook, Order) Auth: Built-in Base44 authentication Zero backend setup — works out of the box 📦 Pages & Features Included Feature Included Admin Dashboard ✅ Ebook List & Management ✅ AI Ebook Analyzer ✅ Sales Page (public) ✅ Edit Ebook (full form) ✅ Order Management ✅ Ebook Analytics Detail ✅ Order Bump Selector ✅ Multi-language UI ✅ Stripe Payments ✅ Mobile Responsive ✅ 🎯 Perfect For Digital product creators & authors Online course creators expanding into ebooks Agencies building for clients Entrepreneurs launching info-products fast One upload. AI does the rest. Start selling in minutes.

Jean Cristopher0 clones

Marketing & Sales · Operations +2

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