MoneyMate — AI-Powered Private & Enterprise Finance SaaS
MoneyMate is a whole, self-hosted private and enterprise finance SaaS software constructed with Laravel, Inertia.js, and React.
It combines accounting, budgeting, subscription billing, AI-powered finance instruments, multi-language help, multi-currency reporting, a public web site builder, and a built-in REST API in a single production-ready platform.
Launch your personal finance SaaS sooner with a contemporary codebase, guided internet installer, configurable plans, Stripe billing, and a full administration panel.
Key Highlights
- Full private and enterprise finance administration
- Multi-tenant SaaS structure with subscription plans
- Stripe subscriptions, coupons, invoices, and AI credit score packs
- Agentic AI assistant with actual tool-calling
- Multi-currency accounts and reporting
- Multi-language help with AI-assisted translation
- Drag-and-drop advertising web page builder
- Customizable subscriber dashboard
- Constructed-in REST API with Laravel Sanctum
- Progressive Net App help
- Seven-step guided internet installer
- Full supply code with no obfuscation
Why Select MoneyMate?
Constructing a finance SaaS from scratch requires accounting workflows, subscription billing, permissions, dashboards, reporting, API safety, localization, and set up instruments.
MoneyMate brings these core programs collectively in a single maintainable software so you may give attention to branding, advertising, and rising your enterprise.
- Scale back improvement time and launch value
- Begin with a production-ready SaaS basis
- Supply a number of plans with characteristic and utilization limits
- Run each the client software and admin operations from one codebase
- Lengthen the platform utilizing the included API and developer documentation
Core Finance Modules
Accounts & Transactions
Handle multi-currency financial institution accounts, asset accounts, legal responsibility accounts, transfers, lend-and-borrow data, classes, teams, tags, attachments, break up transactions, and automatic transaction guidelines.
Budgeting & Recurring Finance
Create month-to-month budgets by class or class group, monitor spending thresholds, view burn-rate projections, handle recurring payments, detect value will increase, and monitor installment or EMI schedules.
Debt, Financial savings & Internet Price
Examine snowball and avalanche debt-payoff methods, monitor financial savings targets and contributions, monitor web value developments, and think about a 30-day cash-flow forecast.
Reviews, Imports & Tax Export
Generate earnings and expense studies, save reusable report filters, import CSV, OFX, and QIF recordsdata, assessment AI spending insights, and export tax-relevant transactions to Excel.
Agentic AI Finance Assistant
MoneyMate consists of an AI layer with real tool-calling slightly than a easy chat wrapper.
Subscribers can ask questions on their very own monetary knowledge and request actions utilizing pure language.
- Ask questions on balances, transactions, budgets, targets, and spending
- Create draft bills, incomes, transfers, budgets, accounts, classes, tags, and recurring data
- Robotically categorize uncategorized transactions
- Generate funds suggestions and spending insights
- Obtain plain-language debt development evaluation
- Configure OpenAI, Anthropic, Google, or one other OpenAI-compatible supplier
- Allow or disable particular person AI instruments from the admin panel
- Meter AI utilization by means of month-to-month plan credit and optionally available credit score packs
Secure by design:
AI-proposed adjustments are created as drafts and have to be reviewed and confirmed by the subscriber earlier than they’re saved.
Each device name is recorded in a devoted motion log for auditability.
SaaS Subscriptions & Billing
- Create limitless subscription packages and pricing tiers
- Management greater than 20 characteristic and utilization limits per plan
- Handle Stripe subscriptions by means of Laravel Cashier
- Create percentage-based or fixed-value coupons
- Assist coupon auto-apply hyperlinks
- Promote one-time AI credit score packs by means of Stripe Checkout
- Permit subscribers to improve plans by means of self-service billing
- Monitor invoices, subscriber standing, credit score balances, MRR, ARR, and plan distribution
Highly effective Admin Panel
Subscriber Administration
Search, filter, impersonate, droop, or take away subscribers.
View plan entry, invoices, AI credit score balances, credit score historical past, and subscriber exercise from a devoted element web page.
Website & System Settings
Handle branding, regional settings, firm particulars, SMTP, Stripe, upkeep mode, announcement banners, monitoring scripts, currencies, languages, and AI suppliers from the admin panel.
Audit & Contact Administration
Evaluation administrative exercise with before-and-after change particulars, handle public contact messages, and reply instantly from the dashboard.
Customizable Dashboard
Subscribers can reorder dashboard widgets, disguise pointless widgets, and save their structure.
Plan-based widgets corresponding to Internet Price Pattern, Money Circulation Forecast, and Financial savings Purpose Progress are displayed solely when included within the energetic bundle.
Drag-and-Drop Web page Builder & Advertising Website
The general public web site is managed from reusable content material blocks, permitting directors to replace the Residence, Options, Pricing, Product, About, and Contact pages with out altering code.
- Reusable drag-and-drop content material blocks
- Characteristic grids with Tabler icon help
- Header and footer menu administration
- Customized branding and firm info
- Announcement banner
- Upkeep mode with a customized message
- Contact kind with admin reply performance
Platform-Vast Options
- Multi-language interface with inline translation administration
- AI-assisted full-language translation workflow
- Multi-currency accounts with reporting-currency conversion
- Installable Progressive Net App
- Self-service referral program with AI credit score rewards
- E mail and in-app notification preferences
- Non-public subscriber exercise logs
- Position-based entry and subscription characteristic gating
- Self-service private knowledge export
- Everlasting account deletion workflow
- API token administration for subscribers
Constructed-in REST API
MoneyMate features a token-authenticated REST API below /api/v1, secured with Laravel Sanctum and scoped to the authenticated subscriber.
API entry could be enabled or disabled by subscription plan.
- 15 supported assets
- 50+ ready-to-use endpoints
- Revenue and expense administration
- Accounts, classes, banks, budgets, tags, and currencies
- Financial savings targets and contributions
- Money owed, repayments, and collections
- Recurring transactions and transaction guidelines
- Account transfers and net-worth knowledge
- Authenticated person profile
- In-app request and response documentation
Know-how Stack
- Backend: Laravel 13, PHP 8.3+, Laravel Cashier, Laravel Sanctum
- Frontend: Inertia.js v3 and React 18
- Consumer Interface: Tabler and Bootstrap
- Database: MySQL 8.0+ or MariaDB 10.3+
- Charts: ApexCharts
- Construct Instrument: Vite
- Billing: Stripe
Simple Net-Primarily based Set up
- Guided seven-step set up wizard
- Server requirement validation
- Database connection and configuration
- Utility and administrator setup
- Reside set up progress log
- No guide
.envenhancing required - No command-line entry required for the usual set up stream
Server Necessities
- PHP 8.3 or increased
- MySQL 8.0+ or MariaDB 10.3+
- Composer 2.x
- Widespread PHP extensions together with mbstring, OpenSSL, PDO, XML, ctype, JSON, bcmath, and fileinfo
- Nginx or Apache with the doc root configured to
/public - Node.js 18+ solely when rebuilding frontend property
- SSL beneficial and required for manufacturing Stripe webhooks and safe cookies
Non-compulsory integrations:
Stripe for billing, SMTP for transactional emails, and an AI supplier key.
These integrations could be configured throughout set up or later from the admin panel.
Reside Demo & Login Credentials
Reside Demo:
https://moneymate.quantiklab.com
Documentation:
https://documentation.quantiklab.com/moneymate
Admin Entry
E mail: [email protected]
Password: password
Enterprise Plan Entry
E mail: [email protected]
Password: password
Professional Plan Entry
E mail: [email protected]
Password: password
Free Plan Entry
E mail: [email protected]
Password: password
Demo discover:
The general public demo runs with DEMO_MODE enabled.
Create, replace, and delete requests are disabled to guard the shared pattern knowledge, whereas all screens stay obtainable for assessment.
Full Documentation
The bundle consists of documentation for cPanel and VPS set up, the administration panel, subscriber options, the web page builder, configuration, API utilization, customization, extension workflows, and regularly requested questions.
A hosted copy can be obtainable by means of the documentation hyperlink above.
What You Get
- Full Laravel and React supply code
- No source-code obfuscation
- Guided internet installer
- Full documentation web site
- Non-compulsory demo knowledge seeder
- Pattern subscribers throughout a number of pricing tiers
- Pattern transactions, budgets, money owed, targets, and studies
- Launch changelog
Assist & Necessary Notes
- Assist covers setup steerage and real points within the unique, unmodified software
- Customized improvement and third-party modifications will not be included in commonplace merchandise help
- Exterior providers corresponding to Stripe, SMTP, and AI suppliers might require separate accounts or API credentials
- Please affirm that your server meets the listed necessities earlier than set up
Launch Your Finance SaaS with Confidence
MoneyMate provides you a whole basis for launching and working a contemporary private and enterprise finance SaaS.
Set up it, configure your plans and branding, join the providers you want, and begin constructing your buyer base.
