About this plugin
Manfi Expense Tracker is a next-generation business management and single-entry bookkeeping platform designed for small-to-medium businesses (SMBs), freelancers, and agencies. Powered by a modern, high-performance React dashboard, it streamlines your daily cash tracking, client/vendor management, and professional PDF invoicing workflows.
Whether you are tracking daily operational expenses, managing multiple bank and mobile financial accounts (like bKash), or generating fully-customized invoices for your clients, Manfi Expense Tracker provides a secure, intuitive, and extremely fast visual interface.
Main Features
- Interactive React Dashboard: A sleek, fluid single-page app interface for instant entry and review.
- Income Management & GAAP Financial Reports: Track direct manual income and invoice payments with complete Profit & Loss / Income vs Expense financial performance reports.
- Hierarchical Categories & Subcategories: Organize both income and expense categories into nested parent-child structures with tree indentation and drill-down analytics.
- Searchable Tag & Category Pickers: Modern searchable selectors with instant inline ‘+ Add New’ creation modal for frictionless transaction entry.
- Real-Time Google Sheets Integration: Automated live CSV feed streams via =IMPORTDATA() and background Webhook pushes.
- Professional Invoice Manager: Generate elegant BDT/USD invoices with customizable daily budget rates, exchange rates, discounts, and tax (VAT/GST) computations.
- Instant PDF & Public Sharing: Save invoices locally as beautiful PDF files (using Dompdf) or share public, non-cached payment links.
- Unified Financial Accounts: Link and track balances across multiple bank accounts and mobile wallets.
- Client & Vendor Directories: Fully-integrated customer and vendor databases to quickly link transactions and manage contact information.
- Smart Budget Management: Set weekly, monthly, and yearly budget limits per user, and receive automatic admin notifications and email alerts when limits are exceeded.
- High-Fidelity Exports: One-click full report exports in CSV, Excel (.xlsx), and PDF formats.
- Role-Based Access (RBAC): Fine-grained user capabilities ensuring team members, managers, and administrators only access allowed sections.
- Gutenberg Blocks & Elementor Widgets: Easily display budgets, dashboard, or expense entries on the front-end with native Gutenberg blocks and custom Elementor widgets.
Road Map: Future Enterprise Scope
To support growing businesses, Manfi Expense Tracker is actively developing features to evolve into a full-scale, intelligent ERP and bookkeeping system inspired by QuickBooks and Tally Prime:
Phase 1: GST/VAT Tax Compliance & Payment Gateways
- Automated Input Tax Credit (ITC) vs. Output Tax Liability trackers.
- Net tax liability calculation dashboards for easy monthly returns.
- Direct checkout links (SSLCommerz, Stripe, PayPal) integrated on public invoice pages.
Phase 2: Double-Entry Bookkeeping & Daybook
- True Chart of Accounts (CoA) with nested asset, liability, equity, income, and expense ledger groups.
- Journal Vouchers (JV) screen with automatic debit/credit balance validation.
- Classic accounting outputs: Trial Balance, real-time Profit & Loss statement, and a Balance Sheet.
- Dynamic Daybook to audit chronological daily receipts and vouchers.
Phase 3: Next-Gen Agentic AI ERP Integration
- Intelligent Receipt OCR (LLM + Vision): Upload a receipt photo, and our background AI Agent automatically parses Vendor, Date, Amount, Currency, Taxes, and logs the expense under the correct category.
- Conversational Accounting Assistant: A natural language dashboard to query your financial database (e.g., “How much did we spend on social media ads compared to last quarter?” ).
- Automated Anomaly & Fraud Detection: Background checks to flag SaaS double-billings or abnormal spending.
- Smart Accounts Receivable Agents: AI payments follow-up draft generation based on client settlement behaviors.
Phase 4: Stock, Inventory & Payroll
- Physical inventory tracking with Unit of Measure (UoM), cost rates, and automated FIFO or weighted average stock valuation.
- Full-scale payroll with employee payslips, salary structures, and reimbursement claim approval portals.
Shortcodes
- [manfiet_expense_tracker] – Render the unified expense tracker dashboard on a front-end page or post.