Your personal finances and each of your companies, in one app.

Finance is an installable finance app (PWA) for individuals and companies, built by Next as its own product and already in production. The screens in this case study come from a demo account in the name of Marina Andrade, a fictional person, and all the amounts are made up.

Project details

Client: Next’s own product
Sector: Finance
Platforms: PWA / Web / Mobile
Status: Live
Website: financeiro.nextestudios.com

What we did: Product design and development
PWA installable on a phone
Company workspaces and roles
Finance modules, from accounts to investments
Reports and a customizable dashboard
Stack: Next.js 16 / React 19 / TypeScript / Supabase / Row Level Security / Tailwind 4 / Recharts / Leaflet
Integrations: Gemini / OpenAI / FIPE vehicle price table / NFC-e receipts by QR code
Services: Custom web systems
Mobile apps

A workspace for each company

Finance serves a person and their companies in the same app. Each company has its own workspace, and whoever joins it gets a role: owner, admin, member or reader. Switching workspaces happens in the selector at the top of the screen, next to the current user’s role.

Finance transactions screen in the light theme, with a month filter, buttons to import CSV and export PDF, cards for income, expenses and balance, and the daily spending chart. At the top, the selector shows the company account and the owner role. — Transactions in the light theme. At the top, the selector shows the company workspace and the current user’s role.

What’s inside

Accounts and cards, and transactions with CSV import and PDF export.
Fixed expenses and installments.
Purchases with lists and NFC-e import through the receipt’s QR code.
Customers, billing and approvals.
Vehicles with the FIPE table and maintenance, real estate and loans.
Investments in CDB, LCI/LCA and Tesouro, with CDI, IPCA and SELIC.
Categories with monthly limits, reports and a map of spending by location.

The home dashboard is customizable and shows a financial health score from 0 to 100. Search opens with ⌘K, and the app has light and dark themes.

Finance investments screen with a daily-liquidity CDB at 110% of CDI, the compound interest simulator and the ten-year growth projection chart. — Investments, with the compound interest simulator and the year-by-year projection.

Technical decisions

The interface uses Next.js 16, React 19 and TypeScript, with Tailwind 4. Data lives in Supabase with Row Level Security: each query goes through a rule in the database itself, which checks who the record belongs to before returning it. Charts use Recharts and the spending map uses Leaflet. The app also reads PDF files and uses AI models from Gemini and OpenAI.

Finance reports screen with income, expenses and balance for October 2026 next to the same month of the previous year, and the chart of cumulative balance over time. — Reports with the month next to the same month of the previous year, and the balance over time.

Where it stands today

Finance is in production at financeiro.nextestudios.com. Installed as a PWA, it opens on a phone like an app, with a bottom navigation bar for the most-used screens.

Finance dashboard on a phone, in the dark theme, with available balance, income, expenses and the month’s result, progress on fixed bills and the bottom navigation bar. — The dashboard on a phone, in the dark theme.

Finance transactions on a phone, in the light theme, with month filters, cards for income, expenses and balance, and the bottom navigation bar. — Transactions in the light theme.