Cashflow | Finance Navigator

A comprehensive financial membership platform with Admin and Client portals, featuring real calculations, dynamic dashboards, and a scalable structure for revenue generation.

Data types

  • Income
  • Expense
  • Bill
  • Debt
  • SavingsGoal
  • RetirementAccount
  • WealthScoreHistory
  • PlatformSettings
  • EducationContent
  • BrandingSettings
  • FinancialInsight
  • EmbeddedContent
  • UserGoal
  • OnboardingProgress
  • Investment
  • Budget
  • BudgetTransaction
  • UserAchievement
  • ChatConversation
  • NetWorthSnapshot
  • Challenge
  • UserChallenge
  • FinancialStreak
  • Badge
  • SavingsAccount
  • MerchantCategoryMapping
  • SpendingInsight
  • Notification
  • NotificationPreference
  • Ticket
  • KnowledgeBaseArticle
  • Subscription
  • PaymentMethod
  • SubscriptionHistory
  • Feedback
  • Message
  • BroadcastMessage
  • EmailSequence
  • SequenceLog
  • OnboardingTask
  • Role
  • Permission
  • UserRole
  • TrialNotification
  • ConectivVerification
  • Testimonial
  • KnowledgeBaseArticleVersion
  • TicketFollowUp
  • EmailProviderConfig
  • EmailTemplate
  • EmailBuilderTemplate
  • EmailWorkflow
  • EmailAnalytics
  • EmailWorkflowContact
  • EmailABTest
  • RolePermission
  • Lead
  • LeadScore
  • SalesTask
  • BillPayment
  • SavingsTransaction
  • RetirementTransaction
  • InvestmentTransaction
  • UpgradeAccess
  • DebtPayment
  • RecurringTransaction
  • UserChangeLog
  • ProspectEmailSequence
  • ProspectSequenceLog
  • CampaignNodeTemplate
  • CampaignEnrollment
  • ProspectTransitionLog
  • LeadScoreHistory
  • Contact
  • ContactSegment
  • ContactActivity
  • Agency
  • CSATSurvey
  • EmailAddress
  • EmailRoutingRule
  • EmailConversation
  • EmailActivity
  • EmailTag
  • EmailTrigger
  • TriggerLog
  • EmailAutomationSequence
  • AutomationEnrollment
  • CampaignAnalytics
  • AutomationAnalytics
  • ContactTask
  • AutomationWorkflow
  • Campaigns
  • CampaignEmails
  • EmailBroadcast
  • DebtScenario
  • ReportSchedule
  • MortgageSimulator
  • EducationCategory
  • GoalScenario
  • Vendors
  • ConsentLog