**Live Demo:** http://finflow.kiaantechnology.online/dashboard
# FinFlow – Smart Invoicing, Purchasing & Accounting System

FinFlow is a modern, responsive business management web application designed for wholesale produce suppliers, food distributors, and small businesses. It brings daily order processing, purchasing workflows, tax invoicing, payment tracking, VAT reporting, and customer financial statements together in one organized platform.

Built with React 19, Vite, Tailwind CSS 4, and Recharts, FinFlow features three dedicated role experiences for business owners, accountants, and customers.

## Key Features

### Business Owner / Admin Portal
– WhatsApp order entry with manual input and an AI-assisted text-parser interface
– Daily order aggregation into wholesale purchasing requirements
– Item fulfillment tracking across delivery vans
– Tax invoice creation with UK Standard 20% and Zero-Rated 0% VAT options
– Invoice discounts and configurable payment terms
– Customer payment recording for bank transfer, Square POS, and cash
– Customer balances and outstanding payment tracking
– Supplier purchase bills and wholesale purchasing records
– Vehicle mileage logs and operational settings
– Company branding, bank remittance information, and invoice sequence configuration

### Accountant / Auditor Portal
– Financial dashboard with revenue, receivables, and tax liability metrics
– Customer invoice and payment ledgers
– Customer directory and account details
– Debit and credit statements with running balances
– Print-friendly and PDF-oriented statement layouts
– CSV statement export
– Income and expense tracking
– Monthly financial performance charts
– Quarterly output VAT and input VAT reporting interfaces
– Four-quarter VAT history
– Sales, purchasing, payment, and aging receivables reports

### Customer Self-Service Portal
– Customer-specific account overview
– Company contact details and payment terms
– Outstanding balance summary
– Issued invoices and payment status indicators
– Printable itemized invoice previews
– Historical payment receipts and reference IDs
– Statement of account with running balance
– Bank remittance instructions
– Notice explaining the WhatsApp-based morning ordering workflow

## WhatsApp Order-to-Invoice Workflow

FinFlow is organized around a practical wholesale business workflow:

1. Receive customer orders through WhatsApp.
2. Review the order message and enter or paste the order text into the application.
3. Aggregate confirmed customer orders into a daily purchasing requirement.
4. Prepare wholesale purchase sheets.
5. Generate customer tax invoices.
6. Record payments and monitor outstanding balances.
7. Review statements and financial reports.

The application includes an AI-assisted text-parser interface. Verify the exact parser functionality in the supplied project before relying on automated extraction in production.

## Financial & Business Management
– Invoice and payment management
– Supplier purchasing records
– Customer statements and balance tracking
– VAT calculation interfaces for UK tax rates
– Income and expense reporting
– Receivables aging and exportable reports
– Vehicle mileage and operating expense records
– Configurable company and invoice settings

## Technology Stack
– React 19
– Vite
– Tailwind CSS 4
– Lucide React
– Recharts
– React Router v7
– React Context API
– LocalStorage persistence
– Oxlint

## Installation

**Requirements:** Node.js 18 or newer, npm or Yarn, and a modern web browser.

1. Extract the downloaded ZIP file.
2. Open the project folder in your terminal.
3. Install dependencies:

`npm install`

4. Start the development server:

`npm run dev`

5. Open the local URL displayed in your terminal, typically `http://localhost:5173`.

To check code quality, run `npm run lint`.

To create a production build, run `npm run build`.

To preview the production build locally, run `npm run preview`.

## Demo Access

The README documents one-click login presets for these roles:

– Business Owner / Admin: `[email protected]`
– Accountant / Auditor: `[email protected]`
– Customer Portal: `[email protected]`

Documented demo password: `password123`, or use the login screen’s one-click role presets.

These are demonstration credentials, not production authentication credentials. Test them before publishing a live demo.

## Customization & White-Labeling

FinFlow includes configurable application branding and business settings, including the application name, tagline, company identity, support email, VAT details, bank remittance information, and payment-related configuration values.

Its modular component architecture supports further customization for different wholesale businesses and accounting workflows.

## Deployment

The project is built as a client-side single-page application. The production build can be deployed to compatible static hosting platforms such as Vercel, Netlify, Cloudflare Pages, AWS S3 with CloudFront, or an Nginx server, subject to correct SPA routing configuration.

## Important Information

The README describes a client-side application with sample data, React Context state management, and LocalStorage persistence. External API configuration and integration points are provided, but a production backend, secure multi-user database, live payment processing, and verified HMRC submission integration should not be assumed to be included.

VAT figures, financial records, and payment-related screens should be validated and connected to appropriate production services before use in real business accounting.

## Ideal For
– Wholesale produce suppliers and food distributors
– Small business invoicing workflows
– Accounting and bookkeeping dashboard projects
– Developers building business management applications
– Freelancers and agencies creating white-label SaaS interfaces
– Businesses that need order, purchasing, invoice, and customer statement workflows

**FinFlow provides a customizable starting point for building a modern invoicing and financial management application.**

**License:** Subject to the applicable MasterBundles marketplace license terms.

More from Kiaan_technology

PropertyFlow – Real Estate & Property Management Dashboard

by Kiaan_technology in Landings

CarnivalFlow – Carnival & Amusement Park Management Dashboarda

by Kiaan_technology in Landings

Campus Management System – React 19 School Admin Dashboard & Student Portal UI

by Kiaan_technology in Landings