Scaly is a modern, AI-powered invoicing SaaS designed for freelancers and SMBs. It streamlines the invoicing process with automation, smart insights, and seamless payments.
An intelligent platform that not only lets you create and send invoices but also helps you get paid faster through:
- AI-Assisted Drafting: Generate line items and terms from simple prompts.
- Smart Reminders: Automated, tone-adjusted payment follow-ups.
- Risk Analysis: Scores customers based on payment history.
- Financial Insights: Cash-flow forecasting and real-time metrics.
Built with a high-performance modern stack:
- Runtime & Manager: Bun
- Database & Backend: Convex
- Frontend:
- React (via Vite)
- TypeScript
- Tailwind CSS & Shadcn/UI
- Clerk (Authentication)
- React Hook Form + Zod
- AI & Logic:
- Vercel AI SDK
- OpenAI Integration
This project is a monorepo managed by Bun workspaces:
apps/web: The main React frontend application.apps/api: Backend service for AI processing and external integrations.convex: Core backend logic, database schema, and serverless functions.docs: Project documentation and architecture plans.
- Bun installed.
- Convex account and project setup.
- Clerk account for authentication.
-
Install dependencies:
bun install
-
Environment Setup:
- Configure
.env.localforapps/webwith Clerk publishable key and Convex URL. - Configure
.envforapps/apiwith OpenAI API key and Clerk secret key. - Initialize Convex with
bunx convex dev.
- Configure
-
Run Development Servers:
- Frontend:
bun run dev:web
- API Server:
bun run dev:api
- Convex:
bun run convex:dev
- Frontend:
- Organization & User Management: Secure multi-tenant architecture.
- Invoice Management: Create, edit, and list invoices.
- PDF Generation: Download invoices as PDF.
- Customer CRM: Manage customer details.
- AI Insights: Risk scoring and smart due dates (In Progress).
- Automated Reminders: Configurable email follow-ups.
MIT
Based on the Invoicing SaaS Plan.