Clevaminds / Portfolio / Snailzy
● Early Access · v1.0.0

Business management that moves at your pace.

Snailzy brings invoicing, expenses, contacts, business trips, budgets, and task management into one beautifully themed workspace - built for small businesses and accountants.

Snailzy dashboard - revenue KPIs, monthly chart, invoice status, and top clients
Core features

Everything a small business needs. Nothing they don't.

Seven core modules covering the full operational stack for small businesses and accountants - from invoicing to task management.

📄

Invoicing

Bulgarian фактура format with ДОСТАВЧИК/ПОЛУЧАТЕЛ, multi-currency (GBP, EUR, BGN, USD), exchange rate conversion, reverse charge, auto-numbering, clone functionality, and split-pane Gmail-style view.

Multi-currency Auto-numbering Clone Reverse charge PDF export
💰

Expense Tracking

Track business and personal expenses with receipt image upload, AI-powered OCR scanning via Claude Vision, category filtering, and vendor management.

Business/Personal Receipt upload AI OCR Multi-currency
👤

Contacts & Organisations

Contacts linked to organisations, tags, job titles, inline org creation from contact form, and soft-delete preserving invoice references.

Contact-to-org Tags Inline creation Related invoices

Business Trips

National and international trip management based on Bulgarian командировка format, with multi-stop route builder, expense breakdown, daily allowance calculations, and signatures.

National + Intl Multi-stop Daily allowance Signature
🏦

Loan Agreements

Company-to-individual loan documents with interest calculation, repayment terms, amount in words, and dual signature support.

Interest calc Repayment Dual signature PDF export
📋

Personal Budget

Monthly budget tracking with 12 categories, planned vs actual comparison, progress bars, on-track / over-budget indicators, and visual breakdown.

12 categories Planned vs Actual Progress bars
Product screenshots

See it in action.

A quick tour of the interface - dashboard analytics, invoicing, personal budgets, and expense capture.

Snailzy invoices list with split-pane invoice detail view
Invoicing · Split-pane view
Snailzy new budget modal with categories, planned vs actual
Personal Budget · Planned vs Actual
Snailzy new expense modal with document attachment, category, and vendor
Expenses · New expense capture
Snailzy contacts view with contact detail, tags, and related invoices
Contacts & related invoices
Platform capabilities

Built for teams. Secured for real work.

Beyond the core modules, Snailzy is a multi-tenant platform with proper security, role-based access, AI integration, and thoughtful design details.

Multi-tenant Workspaces

Isolated workspaces with separate data, users, and settings. Users can belong to multiple workspaces.

Teams & Permissions

Create teams, assign members, and set granular ACL on invoices with view-only and edit permissions per user or team.

4-tier Role System

Super Admin, Admin, User, and Viewer roles with appropriate access controls throughout the application.

AI-Powered OCR

Claude Vision integration for scanning receipts and invoices. Upload a photo, select language (BG/EN/ES), and AI extracts all expense data automatically.

Multilingual (i18n)

Full Bulgarian and English (and other!) support with a language switcher on login. All labels, forms, statuses, categories, and navigation are translated.

Digital Signatures

HTML5 Canvas signature pad with mouse and touch support. Multiple signatures per document with labels. Available on invoices, trips.

Print / PDF Export

One-click print / PDF export on all document entities - invoices, expenses, trips.

Global Search

Search across all entities (invoices, contacts, organisations, expenses, tasks, trips, loans, budgets) with results grouped by type.

System Admin Panel

Workspace management, user management, Claude API key configuration, model selection, and demo data generator.

Encrypted Secrets

API keys and sensitive config values can be encrypted at rest with a toggle. Decrypted only when needed for API calls.

Password Security

Bcrypt-hashed passwords (12 rounds) with complexity enforcement: min 8 chars, uppercase, lowercase, number, special char. Live validation.

Mobile-Ready

Fully responsive at 768px breakpoint with collapsible sidebar, stacked layouts, and touch signature support.

Themes

Twenty ways to make it yours.

Ten light and ten dark themes with accountancy-inspired names. Live preview before applying.

☀ Light themes

Ledger Balance Sheet Fiscal Year Gold Standard Petty Cash Tax Return Compound Interest Accrual Basis Profit Margin Equity

🌙 Dark themes

Dark Ledger Audit Night Depreciation Write-Off Cash Flow Receivable Overhead Amortization Liability Journal Entry
Who it's for

Built for the people running the numbers.

Small businesses (1-50 people) and accountants who need real business tooling without enterprise complexity.

🏢

Small Businesses, Freelancers & Consultants

1-50 people, solo operators, or specialist teams. Multi-currency invoicing, expense tracking, and business trip management all in one workspace - without the cost of separate SaaS tools.

📊

Accountants

Managing multiple client books. Multi-tenant workspaces, Bulgarian фактура format, and full multilingual support.

📚

Bookkeepers

Handling client operations end-to-end. Kanban tasks, entity linking, and structured document workflows.

Under the hood

Modern stack. Boringly reliable.

Built with modern, well-supported technologies. Deployed with Docker on any VPS. Fully self-hostable.

Frontend

  • React 18
  • Vite 5
  • Recharts
  • Custom UI library

Backend

  • Node.js 20
  • Express 4
  • SQLite (better-sqlite3)
  • JWT + bcrypt

Deployment

  • Docker
  • Caddy reverse proxy
  • Let's Encrypt SSL
  • UpCloud / any VPS

AI Integration

  • Anthropic Claude
  • Sonnet 4.6
  • Haiku 4.5
  • Receipt OCR
Roadmap

What's coming next.

A rolling list of what we're planning for future releases. Feedback from early access users shapes what ships first.

Mileage Tracker
Income Tracker
Tax Estimator
Subscriptions Manager
Savings Goals
Debt Tracker
Spanish language support
MongoDB migration option
Mobile app (React Native)

Want to see Snailzy in action?

Snailzy is currently in early access. Get in touch and we'll walk you through the product, discuss whether it's the right fit for your business, and answer any questions you have.