> ## Documentation Index
> Fetch the complete documentation index at: https://docs.financely.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Introduction

> Welcome to Financely — your all-in-one platform for invoices, proposals, leads, and workflow automation.

# Welcome to Financely

Financely is a financial management platform built for modern businesses. It connects everything from lead capture to invoice payment in a single workspace — without needing to stitch together multiple tools.

## What you can do with Financely

<CardGroup cols={2}>
  <Card title="Invoices" icon="file-invoice" href="/user-manual/invoices">
    Create professional invoices from custom templates, generate PDFs, and send them directly to clients.
  </Card>

  <Card title="Proposals" icon="file-contract" href="/user-manual/proposals">
    Build and send proposals manually or let AI generate them from your leads and product catalog.
  </Card>

  <Card title="Leads" icon="user-plus" href="/user-manual/leads">
    Capture leads from your website via embeddable widgets or add them manually. Track them through your pipeline.
  </Card>

  <Card title="Integrations" icon="plug" href="/user-manual/integrations/overview">
    Embed lead capture widgets on any website. Build multi-step forms and wire up automations.
  </Card>

  <Card title="Site Builder" icon="globe" href="/user-manual/site-builder">
    Generate a branded website with AI or edit HTML directly. Deploy instantly.
  </Card>

  <Card title="Workflows" icon="bolt" href="/user-manual/integrations/automations">
    Automate actions when events happen — like sending a notification when an invoice is paid.
  </Card>
</CardGroup>

## How it all connects

The platform is designed so every piece flows into the next:

```
Website visitor → Widget form submission
                → Lead created automatically
                → AI generates a proposal
                → You send it to the client
                → Client accepts
                → Convert to invoice
                → Invoice paid
                → Workflow fires (e.g. notify your team)
```

You can use just one part of this chain or all of it — Financely works either way.

## Next step

<Card title="Get Started" icon="rocket" href="/user-manual/getting-started">
  Set up your workspace, invite your team, and create your first invoice in minutes.
</Card>