FinBooks - Account and Inventory Manager

FinBooks is a comprehensive, self-hosted accounting and business management system, ideal for businesses, accounting firms and startups seeking professional financial management without monthly Saas costs. 

It is securely built to provides complete financial management for small to medium businesses with zero licensing costs.

Demo

Url: https://true700.com.ng/finbook...

Username: administrator

Password: Admin123

Features

Key Capabilities

Financial Management

· Double-entry accounting with full chart of accounts · Invoice management with automated numbering and payment tracking · Bill/expense management with approval workflow · Journal entries with debit/credit validation · Bank account management with transaction reconciliation

Business Operations

· Customer and vendor management with balance tracking · Product/service catalog with inventory management · Complete inventory/tracking · Multi-user access with role-based permissions (Admin, Accountant, Viewer)

Reporting & Analytics

· Interactive dashboard with revenue charts and KPIs · Profit & Loss, Accounts Receivable/Payable reports · Sales by customer and expense breakdown reports · Tax summary reports

Technical Features

· Responsive Bootstrap 5 interface with dark mode support · Secure authentication with bcrypt password hashing · PDO prepared statements for SQL injection prevention · Database backup and restore functionality · Print-friendly invoice layouts · CSV data export capabilities · AJAX-powered modal forms for CRUD operations · Chart.js visualizations for financial data

Customer Management

· Full CRUD Operations: Create, Read, Update, Delete customers · Customer Codes: Auto-generated unique codes (CUST-XXXXX) · Contact Details: Company name, contact person, email, phone · Address Tracking: Street, city, state, zip, country · Credit Limits: Set and track customer credit limits · Outstanding Balance: Real-time calculation from unpaid invoices · Open Invoices Count: Track pending payments per customer · Transaction History: View all invoices and payments per customer · Status Management: Active/Inactive customer status · Quick Invoice Creation: Create invoice directly from customer page · Search & Filter: Search by name, email, code; filter by status · Export to CSV: Download customer list

Vendor Management

· Full CRUD Operations: Create, Read, Update, Delete vendors · Vendor Codes: Auto-generated unique codes (VEND-XXXXX) · Contact & Tax Info: Contact person, email, phone, tax ID · Outstanding Payables: Real-time calculation from unpaid bills · Card Grid Layout: Visual card-based display · Quick Bill Creation: Create bill directly from vendor page · Status Management: Active/Inactive vendor status · Search Functionality: Search by name or contact

Invoice Management

· Full CRUD Operations: Create, Read, Update, Delete invoices · Auto Numbering: Sequential invoice numbers (INV-YYYY-XXXXX) · Multiple Line Items: Add unlimited products/services per invoice · Real-time Calculations: Auto-calculate subtotal, tax, discount, grand total · Tax Per Item: Individual tax rates per line item · Discount Per Item: Percentage discounts per line item · Status Workflow: Draft ? Sent ? Paid / Cancelled · Payment Recording: Record payment with method and reference number · Payment Tracking: Payment-invoice allocation system · Customer Balance Update: Auto-update customer balance on payment · Print Invoice: Professional print-ready invoice layout · View Invoice: Detailed view with payment information · Filter & Search: By status, date range, customer name, invoice number · Bulk Actions: Mark as sent, paid, cancelled · Delete Protection: Prevent deletion of paid invoices

Bill Management

· Full CRUD Operations: Create, Read, Update, Delete bills · Auto Numbering: Sequential bill numbers (BILL-YYYY-XXXXX) · Multiple Line Items: Add unlimited items per bill · Expense Account Assignment: Link items to chart of accounts · Real-time Calculations: Auto-calculate subtotal, tax, grand total · Status Workflow: Draft ? Approved ? Paid / Cancelled · Quick Status Changes: Approve and pay buttons · Vendor Balance Tracking: Outstanding amounts per vendor · Filter & Search: By status, vendor, bill number

Products & Services

· Full CRUD Operations: Create, Read, Update, Delete items · Product Types: Product (inventory) and Service · Unit Management: 30+ units organized by category (Count, Weight, Volume, Length, Service) · Pricing: Selling price, cost price, MRP · Profit Margin Calculator: Auto-calculate margin percentage with color coding · Stock Management: Quantity on hand, reorder points · Stock Value Calculator: Auto-calculate total stock value · Low Stock Alerts: Visual warnings for low stock items · Accounting Links: Assign income and expense accounts · Card Grid Display: Visual product cards with key info · Filter & Search: By type (product/service) and name

Chart of Accounts

· Hierarchical Structure: Parent-child account relationships · Account Codes: Organized numbering system · Balance Tracking: Real-time debit/credit balances from journal entries · Type Filtering: Filter by account type · Active/Inactive Status: Enable or disable accounts

Requirements

· PHP 7.4 or higher · MySQL 5.7 or higher / MariaDB 10.3+ · Web server (Apache, Nginx, or XAMPP/WAMP/Laragon)

Instructions

. Run on localhost or webserver . Create database and obtain credentials . Upload database file using phpmyadmin . Update database.php file with credentials.