Open-source Invoicing & Finance App

Try Summit with Our Live Demo Instance!

We're excited to announce that a live demo instance is now available for you to explore Summit Finance before deploying it yourself!

🚀 Demo Instance Details

Demo URL: https://demo.summitfinance.app

Login Credentials:

• Username: [email protected]
• Password: demopass

📋 What You Can Do

• Navigate through all Summit features and interfaces
• Explore invoicing, quoting, expense tracking, and reporting modules
• Experience the full user interface and workflow
• Get a comprehensive feel for how Summit works

⚠️ Demo Limitations

Please note that the demo instance is view-only - you can browse and explore all features, but data changes and updates are not possible. This ensures a clean, consistent experience for all demo users.

🎯 Perfect for:

• Evaluating Summit before self-hosting
• Showcasing Summit to your team or clients
• Understanding the workflow and feature set
• Testing compatibility with your use cases

Ready to try it? Launch Demo →

Official Discord Community for Summit Finance

The response to our Reddit post about Summit's open-source finance platform has been absolutely incredible. We're genuinely touched by all your enthusiasm and support!

Let's chat and build together! 💬

We've created a cozy little Discord community where we can:

• Help you get set up (and troubleshoot those pesky issues!)
• Hear about your cool use cases (we love those stories!)
• Brainstorm new features together
• Connect with other Summit enthusiasts

Your ideas and feedback are already shaping our roadmap in exciting ways, and we couldn't be more grateful for each of you joining us on this journey.

Thanks for being part of something we're really passionate about building!

Can't wait to see you in Discord, The Summit Team

Docker and Docker Compose Support is finally here!

• We've added Docker and Docker Compose support to Summit, making it easier than ever to get started with your invoicing and financial management.
• You can now run Summit in a Docker container with a single command.
• We've also added a Docker Compose file to make it easier to get started.
• Check out the Docker Hub repository for more information.

API Documentation and Developer Docs

• We launch API documentation and docs that you can visit on api.summitfinance.app
• Implemented Developer API for programmatic access to Summit's core features
• Added token generation in the settings page for API authentication
• Implemented a test script to verify API token functionality
• Updated invoice and quote tables to correctly handle taxRate and tax amount fields
• Added a new API endpoint for converting quotes to invoices
• Updated to Next.js 15.4.0-canary.31 to use the experimental nodeMiddleware feature
• Implemented lookups to company.DefaultCurrency across all features for system-wide currency consistency

Summit Open Source Launch

Today we're excited to launch Summit, a modern open-source invoicing and financial management application designed for freelancers, small businesses, and agencies!

Built with Next.js, Drizzle ORM, and Tailwind CSS, Summit is completely self-hostable and provides all the essential tools you need to manage your finances efficiently.

Key Features

Invoicing & Payments

• Create and customize professional invoices
• Generate and download PDF invoices
• Send invoices directly via email
• Track invoice statuses in real-time
• Accept online payments through Xendit
• Set up recurring invoices

Quoting & Proposals

• Create professional quotes and proposals
• Generate PDF quotes with custom branding
• Send quotes directly via email
• Track quote statuses
• Convert accepted quotes to invoices with one click

Expense & Income Tracking

• Record and categorize business expenses
• Upload and attach receipts (via Minio/S3)
• Track income sources
• Link income to specific invoices or clients
• Manage expense and income categories
• View financial health via dashboard

Financial Reporting

• Generate Profit & Loss statements
• View Invoice Summary reports
• Track Aging Receivables
• Analyze Expense Breakdown
• Export reports as PDF or CSV
• Schedule automatic report generation

Get Started

Summit is open source and available on GitHub. Check out the README for installation instructions and start managing your finances more efficiently today!