Folio

Invoices and expenses, made beautifully simple.

A multi-tenant SaaS for freelancers — send invoices, track expenses, and let AI read receipts.

→ Live demo

Features

• Multi-tenant auth with isolated workspaces (Auth.js v5, JWT)
• Auto-numbered invoices (INV-0001…) with line items, tax, and PDF download
• AI receipt parsing + Zod-typed structured outputs
• Expense tracking with categories and monthly totals
• One workspace per user, created atomically on signup
• Server-rendered React PDFs, downloadable per invoice

Stack

Next.js 16 · TypeScript · Tailwind v4 · Prisma 6 · Auth.js v5 · @react-pdf/renderer · Zod

A look around

How it works

Multi-tenancy. Every business-data query goes through a requireWorkspace() helper that resolves the current user's organization and scopes results to it. The check is enforced at the data-access layer, not in UI logic — so one workspace's data can't leak into another even if a route forgets to filter.

AI receipt parsing. When you upload a receipt image:

1. The file is posted to /api/expenses/parse-receipt as base64
2. Claude reads it with vision and returns JSON validated against a Zod schema
3. Vendor / amount / date / category come back typed end-to-end
4. The form pre-fills; you confirm and save

The Zod → JSON-schema bridge means malformed AI responses fail loudly instead of silently corrupting expense records.

Workspaces. On signup, the app creates User, Organization, and Membership records in a single Prisma transaction. The signing-up user becomes the owner of their workspace immediately, with no extra clicks.

Run locally

git clone https://github.com/Sha547/folio-saas.git && cd folio-saas
npm install
cp .env.example .env
# generate AUTH_SECRET:
node -e "console.log('AUTH_SECRET=' + require('crypto').randomBytes(32).toString('base64'))"
# paste it into .env, then:
npx prisma migrate dev
npm run dev

For AI receipt parsing, also set ANTHROPIC_API_KEY (get one). Without it, the expense form still works — you just type the fields manually.

Project structure

src/
├── app/
│   ├── (auth)/login, signup     public auth pages
│   ├── (app)/                   protected app (shared layout)
│   │   ├── dashboard/
│   │   ├── clients/
│   │   ├── invoices/
│   │   └── expenses/
│   ├── api/                     PDF, AI parse, file serve
│   └── page.tsx                 marketing landing
├── auth.ts                      Auth.js config
└── lib/
    ├── db.ts                    Prisma singleton
    ├── session.ts               auth helpers
    ├── actions/                 server actions
    └── pdf/                     PDF templates
prisma/
└── schema.prisma                database models

Roadmap

• Invite teammates to a workspace (multi-user orgs)
• Stripe Connect for accepting payments through invoice links
• Resend integration for emailing invoices to clients directly
• Recurring invoices
• OAuth sign-in (Google, GitHub)

---

MIT