plugin-financial

Beta

@fayz-ai/plugin-financial

Most vertical SaaS bolts on finance as an afterthought: a "total" field, a spreadsheet export, and a prayer. plugin-financial makes money a first-class part of the app. It models the full order-to-cash loop — receivables, payables, cash registers, statements, card reconciliation, and commission rules — as composable modules you toggle per business.

Preview of plugin-financial as the customer sees it

Overview

The finance core: payables and receivables, cash registers, statements, commissions, cards and bank reconciliation. It mounts the /financial page, dashboard widgets and a per-person statement widget (the person.detail.financial zone). The payables, receivables, cashRegisters, statements, commissions, cards and reconciliation (opt-in, requires a banking connector) modules are toggled by config.

On the data side, invoices are orders (saas_core.orders, kind='invoice_payable'/invoice_receivable'), while the finance ledger lives in financial_movements. The plugin adds tables in public such as payment_methods, payment_method_types, bank_accounts, cash_register_sessions, chart_of_accounts, card_brands and cost_centers — eleven migrations covering the chart of accounts, card brands, order-to-cash, RLS, reconciliation and payment splits. Supabase provider with mock fallback.

For AI, it exposes getRevenue, createInvoice and listPayables. Status beta / partial capability.

When to use it

Track cash flow, payables and receivables.
Issue and follow invoices tied to contacts.
Reconcile a bank statement through a connector — opt-in module.

Specs

Package	`@fayz-ai/plugin-financial`
Version	0.2.0
Status	beta
Capability	Partial capability
Stable channel	`^0.2.0`
Migrations	11 migration(s)
Factory	`createFinancialPlugin()`

Data model

Table	Key columns
`plg_financial_payment_method_types`	name, transaction_type, is_active, allowed_account_types
`plg_financial_payment_methods`	name, payment_method_type_id, is_active, discount_mode, discount_value, interest_mode
`plg_financial_bank_accounts`	name, account_type, bank_name, account_number, agency_number, current_balance
`plg_financial_cash_register_sessions`	bank_account_id, status, opened_at, opened_by_user_id, opened_by_name, opening_balance
`plg_financial_movements`	invoice_id, direction, movement_kind, amount, paid_amount, status
`plg_financial_chart_of_accounts`	code, name, node_type, parent_id, is_active
`plg_financial_cost_centers`	code, name, is_active
`plg_financial_card_brands`	name, is_active
`sequences`	kind, current_value
`plg_financial_nfe`	model, status, number, series, order_id, contact_id

Convention: plg_ + tenant_id + RLS. Data model.

AI tools

id	mode	description
`financial.get-revenue`	read	Returns revenue for the business in a given period.
`financial.create-invoice`	persist	Creates a new invoice/payable for a contact.
`financial.mark-payment-received`	persist	Marks an order/appointment as paid: invoices it (with installments for credit card, e.g.
`financial.list-payables`	read	Lists outstanding payables/bills.

Tools an agent can call against your app. Your app as a data layer.

Integrations

No hosted connector — external providers come in via the connector spine. integrations catalog.

Use this page as a skill. .md of this page is the agent-consumable contract — data model, tools and integrations in a single file an AI reads directly. Preview fayz skill add plugin-financial is coming soon to install this as a skill. See Skills.

Integrate

Add the plugin to surfaces.admin.plugins in your app's app.manifest.json and run the doctor to validate:

{
  "surfaces": {
    "admin": {
      "plugins": [
        { "id": "financial", "enabled": true }
      ]
    }
  }
}

npx fayz doctor

fayz doctor checks the manifest against the SDK catalog. See Configuration.