Summit Finance 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 allows you to deploy on your own infrastructure while maintaining complete control over your data.
Why Summit Finance?
Managing finances shouldn't require expensive subscriptions to proprietary platforms. Summit Finance consolidates invoicing, expense tracking, and reporting into a single self-hosted platform where you maintain complete control over your data.
Core Features
Invoicing & Payments
- Professional Invoices: Create beautiful, branded invoices with automatic PDF generation
- Email Delivery: Send invoices directly to clients from the platform
- Status Tracking: Monitor invoice status in real-time (draft, sent, paid, overdue)
- Online Payments: Accept payments via Xendit integration
- Recurring Invoices: Set up automatic recurring billing for subscription clients
Quoting & Proposals
- Professional Quotes: Generate detailed quotes with line items and pricing
- PDF Export: Download and send professional quote PDFs
- Email Distribution: Send quotes directly to potential clients
- Status Monitoring: Track quote acceptance and rejections
- Quick Conversion: Convert accepted quotes to invoices with one click
Expense & Income Management
- Expense Tracking: Record and categorize all business expenses
- Receipt Attachments: Upload and attach receipts (S3/Minio compatible storage)
- Income Tracking: Monitor all revenue sources
- Dashboard Visualization: See your financial health at a glance
- Category Management: Organize expenses with custom categories
Financial Reporting
- Profit & Loss Statements: Detailed P&L reports for any time period
- Invoice Summaries: Overview of all invoices and their statuses
- Aging Receivables: Track overdue invoices and payment timelines
- Expense Breakdowns: Analyze spending patterns by category
- Export Options: Download reports as PDF or CSV
Technology Stack
Built with modern, production-ready technologies:
- Framework: Next.js 14 (App Router)
- Database: PostgreSQL with Drizzle ORM
- Styling: Tailwind CSS
- UI Components: Shadcn/ui
- File Storage: S3-compatible (AWS S3, Minio, etc.)
- Payments: Xendit integration
- Authentication: NextAuth.js
Self-Hosting Benefits
Complete Data Control
Your financial data stays on your infrastructure. No third-party access, no data mining, no privacy concerns.
Cost Effective
Pay only for your hosting costs. No per-user fees, no feature gates, no subscription tiers.
Customizable
Open-source codebase means you can customize every aspect to fit your business needs.
No Vendor Lock-in
Own your data forever. Migrate to different platforms, export everything, or keep using Summit indefinitely.
Getting Started
Quick Deploy
# Clone the repository
git clone https://github.com/setasenarandata/summit-finance
# Install dependencies
npm install
# Set up environment variables
cp .env.example .env
# Run migrations
npm run db:push
# Start the development server
npm run dev
Live Demo
Try Summit Finance at demo.summitfinance.app (read-only mode)
Target Users
Freelancers
Track projects, send professional invoices, and manage expenses without expensive software subscriptions.
Small Business Owners
Manage finances, generate reports, and accept online payments - all from your own infrastructure.
Creative Agencies
Handle multiple clients, recurring billing, and team expenses with complete data ownership.
Open Source Philosophy
Summit Finance is 100% open source and will remain so. We believe financial tools should be accessible, transparent, and customizable. The codebase is available on GitHub for review, contribution, and self-hosting.
Why I Built Summit Finance
As a freelancer and small business owner, I was frustrated with expensive invoicing platforms that held my data hostage. I wanted:
- Complete ownership of my financial data
- No recurring subscription fees
- Ability to customize for my workflow
- Modern, beautiful interface
- Production-ready code I could trust
Summit Finance is the solution I wish existed when I started.
Contributing
We welcome contributions from the community:
- 🐛 Bug reports and fixes
- ✨ Feature requests and implementations
- 📖 Documentation improvements
- 🎨 UI/UX enhancements