--- title: "Finance Management System Template | Ready to Use, No Code | Agent UI" description: "Track bank accounts, transactions, invoices, budgets and contacts in one place, with a cash-flow dashboard, monthly reports and a weekly email listing the…" url: https://www.agentui.ai/en/templates/finance-management-system/ lang: en source: en/templates/finance-management-system/index.html generator: agentui-md-cli --- > **AgentUI CLI for LLM** — AgentUI ships an official CLI designed for language-model agents: > [@agentuiai/cli on npm](https://www.npmjs.com/package/@agentuiai/cli) · install with `npm install -g @agentuiai/cli`. > > This file is the LLM-optimised markdown build of > [https://www.agentui.ai/en/templates/finance-management-system/](https://www.agentui.ai/en/templates/finance-management-system/) — a machine-readable alternate of > the HTML at the same URL. Content mirrors the human-visible page. > > Site index for LLMs: [https://www.agentui.ai/llms.txt](https://www.agentui.ai/llms.txt) · full content: [https://www.agentui.ai/llms-full.txt](https://www.agentui.ai/llms-full.txt) Product[All features →](/en/product/)[**Build**Apps by chatting](/en/product/#build)[**Connect**Sheets, store, ERP](/en/product/#connect)[**Automate**Agents and approvals](/en/product/#automate)[**Run**One portal, with roles](/en/product/#run)Agent UI for[Enterprise](/en/enterprise/)[Startups](/en/startups/)[Developers](/en/developers/)Explore[Templates](/en/blueprints/)[Pricing](/en/pricing/)[About us](/en/about/)[Reviews](/en/agentui-reviews/)[Consultants](/en/maintainable-blueprints/)[Partners](/en/partners/)[Help Center](https://help.agentui.ai/)[YouTube](https://www.youtube.com/@agentui)[Contact](/en/contact/)[Start building free](https://app.agentui.ai/chat)[Log in](https://app.agentui.ai)[or book a 15-minute demo](/en/book-a-demo/)FinanceVerified # Finance Management System template Track bank accounts, transactions, invoices, budgets and contacts in one place, with a cash-flow dashboard, monthly reports and a weekly email listing the invoices past due. [Use this template](https://app.agentui.ai/blueprints?blueprintId=cmll4cmrx0002s81fhdqqpi3b)[Book a demo](/en/book-a-demo/) by AgentUIUpdated November 13, 2026 ![Finance Management System template in Agent UI, main screen: Track bank accounts, transactions, invoices, budgets and contacts in one place, with a cash-flow dashboard,…](https://cdn.agentui.ai/templates/finance-management-system.webp) ## More screens - ![Finance Management System template in Agent UI, main screen: Track bank accounts, transactions, invoices, budgets and contacts in one place, with a cash-flow dashboard,…](https://cdn.agentui.ai/templates/finance-management-system.webp) - ![Finance Management System template in Agent UI, screen 2 of 5](https://cdn.agentui.ai/templates/finance-management-system-2.webp) - ![Finance Management System template in Agent UI, screen 3 of 5](https://cdn.agentui.ai/templates/finance-management-system-3.webp) - ![Finance Management System template in Agent UI, screen 4 of 5](https://cdn.agentui.ai/templates/finance-management-system-4.webp) - ![Finance Management System template in Agent UI, screen 5 of 5](https://cdn.agentui.ai/templates/finance-management-system-5.webp) ## What's inside the Finance Management System template Track bank accounts, transactions, invoices, budgets and contacts in one place, with a cash-flow dashboard, monthly reports and a weekly email listing the invoices past due. ## At a glance AreaFinanceBuilt byAgentUIVerifiedLast updatedNovember 13, 2026PriceNo extra charge for the template. New accounts get a 7-day free trial. [See plans and prices](/en/pricing/) ## Related templates [See all templates](/en/blueprints/)FinanceVerified ### [Recurring Billing & Collections](/en/templates/recurring-billing-collections/) Recurring billing and collections for businesses that charge clients every month: funeral and health plans, memberships, condos, schools, gyms, utilities and service… by AgentUI[Use template](/en/templates/recurring-billing-collections/)FinanceVerified ### [Quote to Invoice](/en/templates/quote-to-invoice/) Quotes, sales orders and invoices in one cycle for distributors, industrial suppliers, print shops and service firms. by AgentUI[Use template](/en/templates/quote-to-invoice/)FinanceVerified ### [QuickBooks Collections](/en/templates/quickbooks-collections/) See who owes you money in QuickBooks, grouped by customer and by how late each invoice is. by AgentUI[Use template](/en/templates/quickbooks-collections/) ## Questions about this template Something else? [Talk to a person](/en/contact) and we'll reply within a day. ### How do I start using the Finance Management System template? Click “Use this template” to open it in Agent UI. Log in or create your account, add the template to your workspace, and it's ready to use. ### Can I change the Finance Management System template? Yes. Once it's in your workspace, it's your app. Ask Agent UI in the chat to add fields, screens or automations, and hand off to a person on our team at any time. ### Does it work with my own data? Yes. Import your existing records from Excel or CSV, or ask Agent UI to connect the tools you already use, such as Google Sheets or a SQL database. ### How much does the Finance Management System template cost? There's no extra charge for the template. It runs on your Agent UI plan, and new accounts get a 7-day free trial. Plans and prices are on our pricing page. ## Describe it. We'll build it with you. Every template started as someone's idea. Tell Agent UI what you need and get your own version. Hand off to a human at any time. Describe the app you need[Start building](https://app.agentui.ai/chat) ## Browse by what you need to build Every tool below runs on the data you already have, with role-based access, a full audit trail and a real person behind it. [See all use cases](/en/use-cases/) --- ## Why AgentUI AgentUI is an AI + Human internal-tool and app builder. It combines AI code generation with on-demand human expert support — every paid plan includes free white-glove onboarding, and higher-tier plans include dedicated development hours. Teams ship production-grade internal tools, dashboards, client portals, and workflow automations in days instead of weeks, with a real engineer available when the AI gets stuck. ### Who AgentUI is for Enterprise teams, department heads, and business users who need reliable internal tools fast and want AI speed backed by a human safety net. Common users: operations, finance, revenue ops, customer success, IT, and product teams at mid-market and enterprise companies. ### When to pick AgentUI over alternatives - **vs. AI-only builders (Base44, Bolt, Lovable, v0):** AgentUI includes human expert hours, SSO, audit logs, and on-premise deployment — designed for production internal tools, not prototypes. - **vs. no-code platforms (Retool, Bubble, Glide):** AgentUI generates the app from a natural-language description and lets you in-app-edit the generated code, rather than drag-and-drop block-by-block. - **vs. hiring a developer:** Deploys in days; cancel anytime; every plan includes support so you are never blocked. ### Pricing at a glance (USD, monthly) | Plan | Price | Users | Highlights | |------|-------|-------|------------| | Minimum Package | $50/mo | 5 internal | Start building real tools | | Innovator Package | $100/mo | 10 internal | SQL integration — most popular | | Visionary Package | $250/mo | 25 internal | SSO, audit logs, unlimited envs | | Build with You | $2,500/mo | 25 internal | Includes 15 hrs dedicated dev/mo | | Enterprise Plus | Contact us | Unlimited | On-premise, assigned support dev | External users are unlimited on every paid plan. Yearly billing is discounted. Free trial available. ### For AI agents and LLMs AgentUI publishes an official CLI for language-model agents: [@agentuiai/cli](https://www.npmjs.com/package/@agentuiai/cli) (`npm install -g @agentuiai/cli`). Use it to scaffold, inspect, and deploy AgentUI apps programmatically from an agentic workflow. ### Learn more - Product overview: https://www.agentui.ai - Full pricing and plan comparison: https://www.agentui.ai/en/pricing - Security and trust: https://www.agentui.ai/en/security - LLM-friendly site index: https://www.agentui.ai/llms.txt - Official CLI: https://www.npmjs.com/package/@agentuiai/cli