Local review build - not production-ready

One workspace for personal and business money workflows.

Vezra brings accounts, transactions, budgets, invoices, expenses, documents, and review queues into one local dashboard for product validation.

Open Dashboard Review Platform
Local
Review Mode
MVP
Launch Boundary
Safe
Claims Audit
Manual
Merge Gate
Platform Scope

Designed for review before live customer onboarding.

Production authentication, durable storage, launch operations, and final legal review remain required before public use.

Unified Dashboard

Review personal, business, and combined money views from one authenticated dashboard.

Ledger Workflow

Use transaction review queues, categorization rules, and bulk cleanup tools to improve ledger quality.

Business Tools

Review expenses, invoices, receipts, documents, and export-oriented reports before launch hardening.

Capabilities

Current product surfaces under review.

These features are available for local validation and should not be presented as finished production services.

Transaction Categorization

Rules and review queues help classify imported and linked transactions with explicit review states.

Budgets

Plan categories, review period totals, and inspect rollover behavior against local data.

Document Vault

Attach receipts and supporting documents to local review records.

Subscription Radar

Inspect detected recurring charges and confirm which items belong in cash-flow forecasts.

Cash Flow Forecasting

Review projected cash position from local income, spending, bill, and subscription signals.

Plaid And Manual Imports

Link supported institutions through Plaid when configured, or import manual accounts and transaction files for review.

Readiness Boundary

What is built versus what remains blocked.

The dashboard can be reviewed locally while public launch remains intentionally blocked.

AreaLocal ReviewBefore Public Launch
DashboardAvailableNeeds full production QA
AuthenticationLocal sessionProduction auth required
StorageLocal storeDurable database required
BillingLifecycle foundationLive billing approval required
EmailTemplate foundationProvider integration required
LegalPlaceholder pagesFinal policy review required
Review Notes

Use this build for product review, not public claims.

Vezra should be evaluated with local test data, review packets, and visual QA before promotion.

QA
Quality Gate
Strict review before launch

Billing, notifications, and legal pages are foundation work until live providers and final policies are approved.

OP
Operations Gate
No deploy from this milestone

Financial outputs require human review and professional judgment before business, filing, or investment decisions.

PR
Product Rule
No advice claim
Local Review

Open the current Vezra dashboard.

This build remains behind a manual review gate and is not ready for public launch.

Open DashboardReview Security Boundary