[ERP Platform] - AI-Native Financial Operations

An AI-native enterprise resource planning platform that consolidates ERP, treasury management, AP payments, FP&A, forecasting, financial reporting, multi-entity consolidation, and business intelligence into a single system.

Quick Start

# 1. Install dependencies
npm install

# 2. Copy environment variables
cp .env.example .env

# 3. Set up your database (requires PostgreSQL)
#    Update DATABASE_URL in .env, then:
npx prisma db push
npx prisma generate

# 4. Run the dev server
npm run dev

Open http://localhost:3000 to see the platform.

Tech Stack

• Frontend: Next.js 14 (App Router) + React + TypeScript
• Styling: Tailwind CSS + Radix UI primitives
• Database: PostgreSQL + Prisma ORM
• AI: Anthropic Claude API (embedded assistant)
• Charts: Recharts

Project Structure

src/
  app/                          # Next.js App Router pages
    (dashboard)/                # Authenticated layout group
      dashboard/                # Main dashboard
      general-ledger/           # GL module (chart of accounts, journal entries)
        new-entry/              # Create journal entry form
      ap-ar/                    # Accounts Payable/Receivable (upcoming)
      treasury/                 # Treasury management (upcoming)
      fpa/                      # FP&A module (upcoming)
      forecasting/              # Forecasting module (upcoming)
      tax/                      # Tax compliance (upcoming)
      reporting/                # Financial reporting (upcoming)
      settings/                 # Platform settings (upcoming)
  components/
    layout/                     # Sidebar, Header, AI Assistant
    modules/                    # Module-specific components
    ui/                         # Reusable UI components (Button, Card, Badge, DataTable)
  lib/
    auth/                       # RBAC logic and permissions
    db/                         # Prisma client
    utils/                      # Utility functions
  types/                        # TypeScript type definitions
prisma/
  schema.prisma                 # Database schema

What's Built

• Platform shell with sidebar navigation, header, and responsive layout
• Role-based "View As" switcher (CEO, CFO, Controller, Manager, Analyst, Clerk)
• Multi-entity selector
• AI Assistant slide-out panel
• General Ledger module with Chart of Accounts, Journal Entries, and Trial Balance
• New journal entry form with real-time debit/credit validation
• Core database schema covering all modules
• RBAC permission system
• Reusable UI component library