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.

Cortexa template preview

Cortexa

$22

</> CORTEXA The AI Decision Layer for Modern Software Systems Description Cortexa is a developer-first AI automation infrastructure that turns any application into an intelligent system. Instead of static workflows and manual automation rules, Cortexa introduces a powerful AI decision engine that sits between events and actions—analyzing context, learning from history, and automatically deciding what should happen next. Developers send events from their apps, and Cortexa transforms them into intelligent, outcome-driven actions using AI, memory, and real-time business logic. It is the missing “brain layer” between software systems. ⚙️ Core Features of Cortexa 1. AI Decision Engine Cortexa uses advanced AI reasoning to decide what actions should be taken when an event occurs. Context-aware decisions Business goal optimization (conversion, retention, revenue) Multi-step reasoning Confidence scoring per decision Rule + AI hybrid execution 2. Event-Driven Automation API Apps send real-time events that trigger automation flows. REST API event ingestion Webhook support Event categorization & routing High-throughput processing Real-time execution pipeline 3. Workflow Intelligence Layer Instead of rigid “if-this-then-that” logic, workflows are adaptive. AI-enhanced workflows Conditional logic + natural language goals Multi-action execution chains Priority-based task ordering Dynamic workflow adjustments 4. Memory & Learning System Cortexa learns from every event and outcome to improve future decisions. Persistent event memory storage Pattern recognition across users Outcome-based learning loops Behavioral clustering (high-value users, churn risk, etc.) Continuous optimization without retraining 5. Usage-Based Billing Engine Built-in monetization system for developers and enterprises. Pay-per-event pricing Pay-per-AI decision pricing Action-based billing Real-time usage tracking Subscription + API hybrid plans Billing enforcement & limits 6. Integration Ecosystem Cortexa connects to any external system through modular actions. Email providers (SendGrid, Mailgun) CRMs (HubSpot, Airtable, Notion) Payments (Stripe, PayPal) Messaging (WhatsApp, Slack, Telegram) Webhooks & custom APIs 7. Real-Time Execution Logs Full transparency into every decision and action. Event traceability AI reasoning logs Action execution history Debug mode for developers Performance analytics 8. Adaptive Intelligence Layer Cortexa improves over time using live system feedback. Learns from successful conversions Adjusts decision strategies automatically Optimizes workflows per business type Identifies high-value patterns Reduces unnecessary actions over time 9. API Key Security & Multi-Tenant Architecture Enterprise-grade infrastructure for global scaling. API key authentication Workspace isolation Rate limiting per client Role-based access control Secure event ingestion pipeline Cortexa is not just an automation tool

Marcus Alonso0 clones

Operations · Data & Analytics +4

Reseller Profit OS template preview

Reseller Profit OS

$199.95

Reseller Profit OS Stop guessing. Start tracking real reseller profit. A premium reseller command center for inventory, batches/hauls, COGS, no-receipt buys, sales, fees, shipping, expenses, mileage estimates, proof uploads, CSV reports, and real net profit tracking. Overview Reseller Profit OS is a premium business operating system for serious resellers who want to move beyond messy spreadsheets and scattered notes. Track what you bought, what it cost, what sold, what fees took, what shipping cost, what proof you have, and what you actually kept. Built for online resellers, eBay sellers, Facebook Marketplace sellers, Mercari sellers, Etsy sellers, Poshmark sellers, Whatnot sellers, flea market sellers, antique booth vendors, pickers, flippers, antique shops, and small resale businesses. This is not just another tracker. Reseller Profit OS gives buyers a full reseller command center with inventory, batch/haul tracking, sales profit calculations, expenses, mileage estimates, proof records, uploads, reports, CSV exports, built-in guides, and a launch checklist. Get Started Fast You are not buying a blank project you have to figure out. Reseller Profit OS includes built-in onboarding tools so buyers can start using the system faster. Configure Settings Add business details, platforms, categories, sources, storage locations, default fees, mileage rate, and reporting preferences. Review the Demo Workflow Use the included sample records to understand how inventory, batches, sales, expenses, mileage, proof records, and reports connect. Clear Sample Data Use the protected Danger Zone tool to delete sample business records before entering real data. Start Tracking Create your first batch, add inventory, record a sale, upload proof, and watch the Money View dashboard update. Settings / Admin Control Center The Settings area helps buyers configure the system. Includes: Business profile Currency Default date range Selling platforms Platform fee defaults Payment fee settings Monthly profit goal Inventory categories Sourcing locations Storage locations Mileage rate Legal/disclaimer section Danger Zone Delete Sample Data The app includes a protected Delete Sample Data tool so buyers can review the demo workflow and then clear sample business records. Requires typing: DELETE SAMPLE DATA Deletes sample records for inventory, batches, sales, expenses, mileage, and proof records. Does not delete app structure, guides, settings, disclaimer page, or required system pages. Safe Individual Record Delete Individual records can be deleted safely from their row or card actions. Delete is available for: Inventory Batches / Hauls Sales Expenses Mileage Proof records Each delete requires typing: DELETE This helps prevent accidental record removal. Built-In Setup Guide Reseller Profit OS includes a built-in Setup Guide so buyers know how to configure the system from day one. The guide covers: Business profile setup Platform setup Fee settings Categories Sources Storage locations Mileage rate First batch / haul First inventory item First sale Uploading proof Reports Batch cost allocation Delete Sample Data Disclaimer reminders Built-In User Guide The built-in User Guide explains how to operate the system after setup. It covers: Money View Inventory Batches / Hauls Batch cost allocation No-receipt COGS Sales Profit calculations Fees Shipping Expenses Mileage Proof Center Photos, receipts, and proof uploads Search and filters CSV exports Editing records Deleting records safely Delete Sample Data Reports Safe recordkeeping reminders This is part of the Strike Media Systems premium template standard. QA / Launch Checklist Reseller Profit OS includes a built-in QA / Launch Checklist so buyers can test their copy before using it with real records. Checklist areas include: Settings setup Category setup Platform setup Batch creation Inventory creation Proof upload Sale recording Expense entry Mileage entry Dashboard checks Report checks CSV export checks Delete Sample Data Individual delete actions Mobile layout Disclaimer review What’s Included 7 core data entities Money View dashboard Inventory system Batches / Hauls Batch Detail page Batch cost allocation Sales profit tracking Expense tracking Mileage estimate tracking Proof Center Uploads on core forms 10 reports CSV exports Search and filters Safe delete workflows Delete Sample Data Settings / Admin Control Center Setup Guide User Guide QA / Launch Checklist Disclaimer page Demo data Perfect For eBay sellers Facebook Marketplace sellers Mercari sellers Etsy sellers Poshmark sellers Whatnot sellers Antique booth vendors Flea market sellers Estate sale resellers Yard sale flippers Auto parts resellers Vintage sellers Collectibles sellers Tool resellers Book sellers Small resale shops Antique shops Side-hustle resellers Full-time resellers Testing & Buyer Readiness Reseller Profit OS was tested as a premium business system. Testing covered: Navigation Add/edit inventory Add/edit batches Batch detail Batch cost allocation Add/edit sales Profit calculations Add/edit expenses Add/edit mileage Add/edit proof records Uploads Search and filters Reports CSV exports Delete Sample Data Row-level delete confirmation Empty states Mobile layout Disclaimer safety Setup Guide User Guide QA Checklist Important Disclaimer Reseller Profit OS is a recordkeeping and reporting tool. It does not provide tax, legal, accounting, or financial advice. Reports are based on user-entered data. Users should review records, deductions, mileage, expenses, and tax-related questions with a qualified professional. Built by Strike Media Systems Built by Strike Media Systems . Part of the Nexora Template Collection . Built beyond the demo stage. Designed with the small details buyers actually need to use the system. Core Features Money View Dashboard The premium dashboard gives resellers a fast view of business performance. Track: Net profit Total sales Total COGS Gross profit Fees paid Shipping costs Expenses Mileage estimates Active inventory value Unsold inventory cost Average profit per item Sell-through rate Best-selling category Best source by ROI Missing COGS Missing proof No-receipt COGS documented Goal progress Recent sales Recent batches / hauls Profit trends Category profit Includes date filters for This Month, Last Month, Last 90 Days, Year to Date, All Time, and Custom Range. Inventory Management Track every item from purchase to sale. Inventory records can include: Item name SKU Category Source Purchase date COGS Condition Status Storage location Platform Listing URL Estimated listing price Item photos Proof uploads Batch / haul relationship Notes Move items through statuses like Needs Research, Needs Cleaning, Needs Photos, Ready to List, Listed, Sold, Shipped, Returned, Donated, Scrapped, and Archived. Includes table view, card view, filters, edit actions, archive, record sale, add proof, and safe delete confirmation. Batches / Hauls Built for real sourcing workflows. Track yard sale routes, flea market hauls, thrift runs, estate sale buys, auction lots, Facebook Marketplace bundles, antique vendor purchases, storage cleanouts, and more. Batch features include: Add Batch Edit Batch Batch Detail page Linked inventory items Batch summary cards Actual sales so far Remaining unsold value Receipt/proof uploads Cost allocation tools Safe delete confirmation Batch Cost Allocation Reseller Profit OS helps users organize cost of goods sold for haul-based buying. Supports: Equal Split allocation Manual Cost Per Item review Estimated allocation notes Batch total vs linked item total visibility Confirmation before applying allocation This helps resellers turn a single haul purchase into cleaner item-level COGS records. Sales & Profit Tracking Record sales and see what you actually kept. Sales records can include: Item sold Sale date Platform Sale price Shipping charged Actual shipping cost Packaging cost Marketplace fee Payment fee Promotion fee Refunds Return costs COGS Gross profit Net profit ROI Profit margin Status Notes Supports common reseller channels like eBay, Facebook Marketplace, Mercari, Etsy, Poshmark, Whatnot, local pickup, antique booths, flea markets, and in-store sales. Expenses Track operating costs such as: Shipping supplies Packaging Tools Storage bins Labels Printer ink Software Booth rent Advertising Vehicle expenses Cleaning supplies Office supplies Other business expenses Includes receipt/proof uploads, search, filters, edit actions, and safe delete confirmation. Mileage Estimate Tracking Track reseller-related trips such as sourcing runs, shipping drop-offs, booth restocks, storage runs, supply runs, customer deliveries, and other business errands. Mileage records include: Trip date Trip type Starting location Destination Miles driven Mileage rate Mileage estimate Linked batch Notes Mileage language is intentionally careful and recordkeeping-focused. Users should review mileage records and rates with a qualified tax professional. Proof Center Keep proof records organized in one place. Proof records can include: Receipts Cash buy notes Item photos Price tag photos Marketplace screenshots Vendor invoices Auction invoices Mileage trip records Batch logs Supporting documents Proof records can link to inventory, batches, sales, expenses, mileage, shipping, or other records. Includes uploads, clickable files, linked record names, proof status badges, filters, edit actions, and safe delete confirmation. File, Photo & Receipt Uploads Upload documentation directly inside the workflow. Uploads are available on: Add Item Edit Item Add Batch Edit Batch Add Expense Edit Expense Proof Center Users can attach item photos, receipt images, haul photos, price tag photos, invoices, screenshots, payment proof, and supporting documents. Reports Reseller Profit OS includes a premium 10-report suite with CSV export. Reports include: Monthly Profit Report Year-End Summary Inventory Value Report Source Profit Report Platform Report Category Report Dead Stock / Aging Report Shipping Profit/Loss Report Fee Report No-Receipt COGS Report Reports include date filtering and CSV exports for review, recordkeeping, and accountant/bookkeeper collaboration. CSV Export Each report includes CSV export support. Export data for: Monthly review Year-end organization Accountant/bookkeeper review Inventory analysis Source performance Platform performance Category performance Dead stock review Fee review No-receipt COGS review Best One-Line Pitch Know what you bought, what it cost, what sold, what fees took, what shipping cost, what proof you have, and what you actually kept.

Strike Media Systems0 clones

Operations · Finance +1

FlowFlow template preview

FlowFlow

$15

Approvals — Lightweight Approval Workflow Engine Route any request through a configurable chain of approvers, automatically. Approvals is a no-code approval workflow engine built for teams that need controlled sign-off on expenses, purchases, leave, and more — without the overhead of enterprise software. How it works Create a request — any team member submits a request with a title, category, optional amount, and description. Automatic routing — the app matches the request's category to the right workflow and routes it to the first approver in the chain. Smart escalation by amount — each step has a maximum amount that role can approve. If a request exceeds that cap, it escalates to the next approver after the current one signs off. A cap of "unlimited" stops the chain there. Full audit trail — every decision (who, when, comment) is recorded and visible on each request, so nothing is lost. Built for the whole team Requesters create, submit, and cancel their own requests from a clean dashboard. Approvers see a dedicated "Awaiting My Approval" inbox and approve or reject with comments (rejections require a reason). Admins build workflows visually — name a category, add ordered steps with approver roles and amount caps, and toggle workflows on or off. No code required. Why teams choose it Amount-aware routing — no more manual "who needs to approve this?" decisions. The chain escalates itself based on value. Separation of duties — you can never approve your own request, by design. Transparent status — draft, pending, approved, rejected, or cancelled, with a progress bar and a complete decision history on every request. Zero setup friction — workflows are configured in-app by admins; requesters just pick a category and submit. Perfect for finance teams approving expenses, procurement signing off purchases, HR handling leave requests, or any organization that needs structured, auditable approvals.

Anders Thaarup Jensen0 clones

Operations · Finance +1

Sales Partner OS template preview

Sales Partner OS

$55.9

Sales Partner OS is a multi-tenant partner operations platform built for companies that manage independent sales partners, field sales teams, and complex partner networks. The platform covers the complete partner lifecycle — from applicant recruitment and structured onboarding to document verification, approvals, field operations, performance management, and commission processing. Role-specific dashboards provide executives, sales managers, back-office teams, team leaders, accounting staff, and sales partners with exactly the tools and information they need. Key features: Applicant management with recruiting pipeline and evaluation workflows Structured partner onboarding with checklists, contracts, and document verification Central partner, team, and territory management Product, channel, document, and commission approval workflows Field sales campaign planning, territory allocation, and digital credentials Commission calculation, payout tracking, referrals, and monthly targets Performance dashboards, scoreboards, quality metrics, and risk indicators Inventory and equipment assignment with complete history Partner academy, certificates, news, and incentive management Email and WhatsApp communication templates Role-based access control, audit logs, and tenant-separated data Dedicated partner portal and responsive user interface Sales Partner OS is ideal for direct sales organizations, field sales networks, agencies, energy and telecommunications sales teams, franchise-like partner structures, and companies that need to manage large partner networks through transparent and compliant processes. The template can be customized with individual branding, organizational roles, products, sales channels, approval processes, and tenant-specific configurations.

S. Thiele0 clones

Marketing & Sales · Operations +3

Real EstateFlow template preview

Real EstateFlow

$29.99

Real EstateFlow: The All-in-One CRM for Modern Real Estate Professionals Streamline your real estate business with the precision of Real EstateFlow. Real EstateFlow is a professional-grade CRM meticulously crafted for independent real estate agents and small brokerage teams. Designed to eliminate the friction of juggling multiple platforms, our unified dashboard provides a centralized command center for your entire operation—from lead acquisition and pipeline management to property listings and transaction closing. Key Features: Intelligent Pipeline Management: Visualize your entire sales journey with our intuitive Kanban-style deal pipeline. Track leads, manage active offers, and forecast commissions with automated probability modeling. Centralized Client & Property Database: Effortlessly manage your professional relationships and listing portfolio. Keep detailed records of client preferences, communication history, and property specifics in one secure location. Actionable Business Intelligence: Stay ahead of your schedule with integrated appointment tracking and automated task management. Never miss a follow-up or a critical closing deadline again. Professional Reporting: Generate data-driven insights on your business performance. Understand lead sources, track active deals, and identify growth opportunities with integrated reporting tools. Mobile-Optimized Efficiency: Real EstateFlow is built to be as mobile as you are. Manage your deals from open houses, client meetings, or while on the go with a fully responsive, high-performance interface. Professional-Grade Security & Scalability: Built on the reliable Base44 platform, Real EstateFlow ensures strict data isolation and robust security, providing a professional foundation for your business to scale. Real EstateFlow is more than a tool—it is the digital operating system for your real estate business. Whether you are managing individual leads or scaling a growing portfolio, Real EstateFlow provides the clarity, efficiency, and professional control you need to close more deals.

Tech Clubs0 clones

Marketing & Sales · Operations +4

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