💰 Finova - Modern Financial Management Platform

Finova is an open-source, AI-powered financial management platform built with Laravel. It combines comprehensive financial tracking, CRM, project management, and intelligent AI assistance in one powerful system.

🚀 Perfect for: Freelancers, Small Businesses, Agencies, and Financial Professionals

🎯 Live Demo

Try it out without installation:

• Demo URL: https://finans.mikpa.com
• Admin Login: Use demo credentials on the login page
• Employee Login: Test employee role features

💡 Note: Demo resets every 30 minutes.

✨ Features

💳 Financial Management

• [x] Multi-Currency Support - Track finances in multiple currencies with automatic conversion
• [x] Account Management - Support for bank accounts, credit cards, crypto wallets, virtual POS, and cash
• [x] Transaction Tracking - Comprehensive income, expense, and transfer management
• [x] Installment & Subscription - Automatic recurring transaction management
• [x] Tax & Withholding - Built-in tax calculation and withholding management

👥 Customer & Supplier Management

• [x] Customer Management - Complete customer database with contact information and history
• [x] Supplier Management - Supplier tracking with debt and payment management
• [x] Lead Management - Lead tracking and conversion system
• [x] Customer Agreements - Contract and agreement management
• [x] Customer Credentials - Secure storage of sensitive customer information

🏗️ Project Management

• [x] Project Tracking - Create and manage projects with boards and task lists
• [x] Task Management - Kanban-style task management with labels and assignments

📊 Planning & Analytics

• [x] Savings Plans - Goal-based savings tracking
• [x] Investment Plans - Investment portfolio management
• [x] Debt Management - Loan and debt tracking with payment schedules
• [x] Commission System - Agent commission tracking and management

🤖 AI Integration

• [x] AI Assistant - Integrated AI chat assistant for financial insights
• [x] Document Analysis - AI-powered document processing and analysis
• [x] Smart Suggestions - AI recommendations for financial decisions
• [x] Multi-Provider Support - OpenAI and Google Gemini integration

🔐 User Management & Security

• [x] Role-Based Access Control - Comprehensive role and permission management system
• [x] Custom Roles - Create and manage custom roles with specific permissions
• [x] Permission Management - Granular permission control for all system features
• [x] User Management - Create, edit, and manage team members with role assignments

📱 Modern UI/UX

• [x] Livewire Components - Reactive, modern user interface
• [x] Responsive Design - Mobile-first responsive design
• [x] Real-time Updates - Live data updates and notifications

🚀 Roadmap & Upcoming Features

🔶 Enhanced Multi-Language Support

• [ ] Complete Translation System - Full translation coverage for all UI elements
• [ ] Dynamic Language Switching - Change language without page refresh
• [ ] RTL Support - Right-to-left language support (Arabic, Hebrew)
• [ ] Custom Translation Management - Admin panel for managing translations

🔶 Advanced Currency Management

• [ ] Default Currency Selection - Set preferred currency
• [ ] Currency Rate Auto-Update - Automatic exchange rate updates from APIs
• [ ] Custom Exchange Rates - Manual override for specific rates
• [ ] Currency Formatting - Localized number and currency formatting

🔶 Automated Setup Wizard

• [ ] One-Click Installation - Streamlined setup process
• [ ] Database Configuration - Interactive database setup
• [ ] Demo Data Installation - Optional sample data loading
• [ ] AI Configuration - Easy API key setup for AI features
• [ ] Email & Notification Setup - Configure SMTP and notifications

💡 Want to contribute? Check out our Contributing Guide and pick a feature to work on!

🛠️ Technology Stack

Backend

• Laravel 11 - PHP web framework
• MySQL/PostgreSQL - Database
• Livewire 3 - Reactive components
• Filament 3 - Admin panel

Frontend

• Tailwind CSS - Utility-first CSS framework
• Alpine.js - Lightweight JavaScript framework
• Chart.js - Data visualization
• TipTap Editor - Rich text editing

AI & External Services

• OpenAI API - Chat and document analysis
• Google Gemini - Alternative AI provider
• Telegram Bot API - Notification system

Development Tools

• Vite - Fast build tool
• Pint - PHP code style fixer
• PHPStan - Static analysis
• Pest - PHP testing framework

📋 Requirements

• PHP 8.2 or higher
• Composer - PHP dependency manager
• Node.js 18.x or higher
• NPM or Yarn - JavaScript dependency manager
• MySQL 5.7+ or PostgreSQL 10+
• Redis (optional, for caching and queues)

🚀 Installation

1. Clone the Repository

git clone https://github.com/mehmetmasa/finova.git
cd finova

2. Install PHP Dependencies

composer install

3. Install JavaScript Dependencies

npm install
# or
yarn install

4. Environment Configuration

cp .env.example .env

Edit the .env file and configure:

• Database credentials (DB_DATABASE, DB_USERNAME, DB_PASSWORD)
• Mail configuration (for notifications)
• AI API keys (OpenAI, Gemini)
• Application settings

5. Generate Application Key

php artisan key:generate

6. Database Setup

php artisan migrate --seed

This will create all database tables and populate with sample data.

7. Storage Setup

php artisan storage:link

8. Build Frontend Assets

npm run build
# For development
npm run dev

9. Start the Application

php artisan serve

The application will be available at http://localhost:8000

🔑 Default Credentials

Admin User:

• Email: [email protected]
• Password: admin123

📖 Usage

Dashboard

• Overview of financial status
• Recent transactions and activities
• Quick action buttons for common tasks

Financial Management

• Transactions: Add, edit, and categorize financial transactions
• Accounts: Manage different account types and balances
• Categories: Organize transactions with custom categories
• Budgets: Set and track spending limits

Customer Management

• Customers: Manage customer information and history
• Leads: Track potential customers and conversion
• Agreements: Manage contracts and recurring agreements

Project Management

• Projects: Create and manage projects
• Boards: Kanban-style project boards
• Tasks: Task management with assignments and due dates

AI Assistant

• Access AI chat assistant for financial insights
• Upload and analyze documents
• Get AI-powered recommendations

🔧 Configuration

AI Integration Setup

1. Get API keys from OpenAI or Google AI
2. Add keys to .env file:

   OPENAI_API_KEY=your_openai_key
   GEMINI_API_KEY=your_gemini_key

Telegram Notifications (Optional)

1. Create a Telegram bot via @BotFather
2. Add bot token to .env:

   TELEGRAM_BOT_TOKEN=your_bot_token
   TELEGRAM_CHAT_ID=your_chat_id

🤝 Contributing

We love contributions! Whether it's bug fixes, new features, or documentation improvements, all contributions are welcome!

How to Contribute

1. Fork the repository
2. Clone your fork: git clone https://github.com/YOUR_USERNAME/finova.git
3. Create a feature branch: git checkout -b feature/amazing-feature
4. Make your changes
5. Commit your changes: git commit -m 'Add amazing feature'
6. Push to the branch: git push origin feature/amazing-feature
7. Open a Pull Request

Development Guidelines

• ✅ Follow PSR-12 coding standards
• ✅ Use meaningful commit messages
• ✅ Keep PRs focused and small
• ✅ Add comments for complex logic

Good First Issues

Look for issues labeled with:

• 🟢 good first issue - Perfect for first-time contributors
• 🟡 help wanted - We need your help!
• 🔵 documentation - Help improve our docs

Questions?

• 💬 Open a Discussion
• 🐛 Found a bug? Open an Issue
• 💡 Have an idea? Create a Feature Request

📄 License

This project is licensed under the MIT License - see the LICENSE file for details.

🙏 Acknowledgments

• Laravel - The PHP framework
• Livewire - Reactive components
• Filament - Admin panel
• Tailwind CSS - Utility-first CSS framework
• Alpine.js - Lightweight JavaScript framework
• OpenAI - AI integration
• Google Gemini - AI integration

💬 Community & Support

Get Help

• 📖 Documentation: Check out our Wiki
• 💬 Discussions: Join GitHub Discussions
• 🐛 Bug Reports: Open an Issue
• ⭐ Feature Requests: Share your ideas in Issues

Show Your Support

If you find Finova helpful, please:

• ⭐ Star this repository
• 🐦 Share it on social media
• 🔗 Link to it from your projects
• 💬 Tell others about it