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Description
Finzo is a complete, production-ready finance and accounting admin dashboard template engineered for wealth management firms, private banks, accounting practices, family offices, fractional CFO operations, and any modern company that takes its books seriously. Built on Vue 3, Vite 5, Vue Router 4 and ApexCharts 5, Finzo bundles 200+ unique, content-rich pages covering every workflow a finance team performs day in, day out — from bank reconciliation and cash flow forecasting to multi-currency revaluation, audit-ready trial balances, AI-powered anomaly detection, vendor 1099 prep, expense receipt OCR, and board-grade executive reporting.
Stop bolting together five different open-source dashboards to build your finance product. Finzo arrives finished. Drop in your data, wire your backend, swap the company name, and you are ready to onboard paying customers. Every screen is densely written, beautifully laid out, and reflects how a real accounting firm actually operates in 2026 — not a thin wrapper of placeholders pretending to be an admin template.
Why Finzo is different
Most admin templates ship with five demo pages and a thousand placeholders. Finzo ships with hundreds of fully designed screens, each tied to a real finance workflow. The visual language is intentionally premium — a deep navy (#0C1B33) primary paired with a rich gold (#D4AF37) accent, set against a clean white canvas with a serif Fraunces display face for figures and headings, Plus Jakarta Sans for body copy, and JetBrains Mono for tabular ledger numbers. The result is a wealth-management aesthetic that feels appropriate for managing seven-, eight- and nine-figure balances — yet stays equally elegant for SMB bookkeeping, freelance accounting, and SaaS finance teams.
Every dashboard tile, every invoice preview, every reconciliation worksheet, every trial-balance row uses realistic, jargon-correct content. Account codes follow proper GL conventions. Aging buckets respect the 0–30 / 31–60 / 61–90 / 90+ standard. Journal entries are double-entry balanced. Tax filings reference real jurisdictions and reporting deadlines. This is not a template a frontend developer mocked up in a weekend — it is a finance-product spec made interactive.
What is included
5 Dashboards: Main dashboard with cash position, profit and loss summary, AR and AP rollups, account cards and AI insights; Financial Overview with P&L breakdown, balance sheet snapshot, ratio gauges (current, quick, debt-to-equity, gross margin) and quarterly forecast; Cash Flow dashboard with inflow/outflow trends, 12-month projection against reserve floor, liquidity ladder and runway analysis; Executive board-ready dashboard with ARR, NRR, burn multiple, CAC payback, strategic priority tracking, risks and pipeline outlook; Custom dashboard with drag-and-drop widget library.
Banking module: Bank accounts list with multi-currency live balances; add bank account flow with Plaid / Yodlee feed connection or manual entry; bank account detail page with statements, reconciliation status, linked transactions and timeline; connected banks roster with feed health monitoring; live bank feeds workflow; bank transaction register with split, match and bulk-categorize; full reconciliation workspace with three-way balance summary, statement-vs-ledger drag-to-match and AI-suggested matches; reconciliation history with locked periods.
Transactions module: Unified transaction ledger; income, expense and transfer-only views; categorize and bulk categorize workflows; pending review queue; recurring transactions register; transaction detail page with source data, audit trail and linked records; auto-categorization rules engine with AI-suggested rules and per-rule analytics.
Invoicing: Invoice register with aging-aware filters; create invoice with live-calculating line items, tax, discount and Stripe payment link; pixel-perfect printable invoice preview matching the brand; invoice detail with activity timeline; recurring invoices; estimates and quotes with one-click convert-to-invoice; invoice template library (multi-language, EU VAT, hourly variants); send invoice flow with scheduling and read receipts; payment reminder cadence builder; overdue invoice tracker.
Bills & Expenses: Vendor bill register; create bill form with PO linkage and approval routing; bill detail page; recurring bills schedule; bill approval workflow with multi-step rules; batch bill payment with discount capture; employee expense claims; submit expense with AI receipt OCR; expense approval queue; receipt scanning interface; mileage tracker with IRS-rate calculation.
Customers, Vendors, Products: Customer list with health scoring and LTV; customer detail with outstanding AR, payment history and credit limit; add/edit customer; customer statements; customer aging report; credit limit settings per account; vendor list with 1099 readiness; vendor detail; add/edit vendor; vendor statements with three-way variance; vendor aging; 1099 / W-9 tax form prep page; product catalogue; add/edit product with pricing, GL mapping and recognition method; service catalogue; basic inventory tracking; stock movement log; segmented price lists per region and tier.
Accounting core: Chart of Accounts tree grouped by asset, liability, equity, income and expense; add/edit account; account categories; sub-account hierarchy; account mapping to tax-form lines and external systems like NetSuite; general ledger with drill-down; journal entries register; create journal entry with debit/credit balance validation; adjusting entries register; closing entries workflow with period-lock; trial balance with locked-period evidence pack.
Accounts Receivable: AR dashboard with aging chart, top debtors, and collection workflow; open invoices view; AR aging report; customer statements run; collections workflow with promised payments; receive payment with multi-invoice application; apply credit memos.
Accounts Payable: AP dashboard with payment calendar and vendor concentration; open bills view; AP aging report; vendor statements; pay bills batch flow; bill payment history with audit trail; apply vendor credits.
Tax module: Tax settings; per-jurisdiction tax rates (sales tax, VAT, GST); tax code library mapped to tax-return lines; VAT and GST returns workspace; sales tax summary report; filing history with downloadable evidence packs.
Payroll module: Payroll dashboard with next pay run; employees register; pay runs history; payslip library; tax withholdings configuration including federal, state, local, 401(k), HSA and commuter benefits; year-end forms (W-2, 1099, ACA) generation.
Reports: Profit and loss statement with YoY columns; balance sheet with prior-period comparisons; cash flow statement (direct method); trial balance with debit/credit totals; general ledger report; AR aging and AP aging reports; sales report segmented by customer, product, segment and region; expense report by GL, vendor, category and project; tax summary; custom report builder with dimensions, measures and saved templates; saved reports library; scheduled report automation.
Multi-currency: Currency master list; live exchange rates table with bid, mid, ask and 24h change; FX gain and loss register split by realised and unrealised; period-end currency revaluation workflow.
AI Suite for 2026: AI receipt OCR with 96% accuracy in 12 languages; AI auto-categorization rules engine; AI anomaly detection for duplicate payments, out-of-pattern spend and uncategorised refunds; AI cash-flow insights surfacing reserve-floor breach risk and discount opportunities; AI assistant chat interface grounded in your transaction stream, journals, customers and vendors.
Approvals workflow: Approval queue with type, submitter, age and amount; pending approvals filtered by category; full approval history audit log; approval workflow settings with bill, journal and master-data thresholds.
Profile and Account: Profile overview with navy hero and gold avatar; edit profile; change password with strength meter; two-factor authentication setup (authenticator, hardware key, SMS fallback); personal API tokens with scope and rotation; connected accounts (NetSuite, Stripe, Slack, Plaid, 1Password); active sessions across devices.
Settings: Company profile with legal entity details and brand assets; fiscal year configuration; currency settings; tax settings; invoice customization; email template editor with tone presets; branding (logo, colors, fonts, customer portal subdomain); numbering sequences for invoices, bills, journals and estimates; user roles permission matrix; locale and time zone.
Users and Roles: Team member directory; invite user flow with approval-limit assignment; user detail page with activity timeline and audit log; roles and permissions matrix across owner, admin, bookkeeper, approver and read-only; full activity log with 7-year retention.
Authentication: Sign in with social and SSO; register; forgot password; reset password with strength meter; two-factor authentication challenge; email verification; lock screen with quick unlock.
Support: Help center with article browser and AI search prompt; submit ticket with attachment upload and severity selection; my tickets list with CSAT; knowledge base library.
Utility: Global ⌘K search; empty states for every list; branded 404, 500, scheduled maintenance and coming soon pages.
Built for developers who ship
Finzo is built on the modern Vue 3 stack the community has converged on. Vue 3.5 with the Composition API for fast, ergonomic component authoring; Vue Router 4 for type-safe routing; Vite 5 for sub-second hot reloads; ApexCharts 5 for production-grade financial charts including area, stacked bar, candlestick-ready, radial gauges and donut visualisations; vanilla CSS with a custom design-token system (no Tailwind, no PostCSS plugin chain, no vendor lock-in); Remix Icons for consistent iconography. The codebase organises pages by domain (banking, invoices, accounting, reports, ai, settings), with reusable smart-page templates (FormPage, ListPage, DetailPage, SettingsPage, WorkflowPage) and content configs that drive over 100 inner pages from declarative data files.
Every page is fully responsive from 360px mobile up to 4K desktop. The sidebar collapses to a slide-over on small screens, tables scroll horizontally, charts adapt to their container, and the topbar reduces gracefully. Dropdowns close on outside click and on Escape. Routing is hash-clean. The dev server boots in under three seconds and the production build ships in under 40 seconds.
Production-ready finance features
Finzo is opinionated about what a real finance product needs. Double-entry bookkeeping enforced at the journal level. Audit-ready trial balance proving books balance. SOC 2-aligned approval thresholds. Two-factor authentication enforced for high-value actions. Period locking after close with override warning. AI-flagged duplicate payment detection. Bank reconciliation with three-way reconcile and locked evidence pack. Stripe-style invoicing with tax handling and VAT/GST. Multi-entity, multi-currency consolidation. AI-powered receipt OCR. Auto-pairing of internal transfers and FX revaluation. White-labelled customer payment portal subdomain. 7-year audit log retention. 1099 / W-9 readiness tracking. NetSuite-compatible GL mapping. Webhook-ready transaction stream.
Use cases
Finzo fits any wealth management firm, private bank, family office, fractional CFO practice, accounting agency, corporate treasury department, fintech back-office, multi-entity holding company, SaaS finance team, services firm with retainer billing, professional services billing operation, e-commerce accounting back-office, healthcare practice accounting, real-estate management accounting, logistics finance operation, agency client billing portal, or any application needing premium accounting workflows with banking, invoicing, AP/AR, tax, reporting and AI.
What you save
A custom-built accounting admin to this level of completeness takes 1500 to 2500 hours of finance domain research, frontend design, integration work and copywriting. Starting with Finzo skips six to twelve months and delivers a polished, opinionated baseline that customers and auditors instantly trust. Focus your engineering on the domain logic that makes your product unique — not on rebuilding the chart of accounts page for the hundredth time.
