AI Money Flow client portal

Public client-facing loan intake and dashboard flow for Netlify.

Route map

/ - premium AI Money Flow landing page rendered by the Vite/React app.
/start.html - client route choice: Eraisikule or Ettevõttele.
/intake-personal.html - personal loan intake form.
/intake-company.html - company financing intake form with company details and extra uploads.
/submitted.html - confirmation page after form submission.
/dashboard.html - client-visible case dashboard.

Netlify build settings

The repo uses netlify.toml:

[build]
  command = "npm run build && mkdir -p dist/assets && cp -r assets/* dist/assets/ && cp -f start.html intake-personal.html intake-company.html submitted.html dashboard.html dist/"
  publish = "dist"

[build.environment]
  NODE_VERSION = "20"

The Vite build creates dist/index.html. The command then copies the static client flow pages and shared assets into dist.

Netlify Forms

Two Netlify Forms are registered in the static HTML:

aimoneyflow-personal-intake
aimoneyflow-company-intake

Both forms use:

method="POST"
action="/submitted.html"
data-netlify="true"
hidden form-name
netlify-honeypot="bot-field"
enctype="multipart/form-data" for file uploads

Local behavior

On localhost or file preview, assets/app.js stores demo case data in localStorage and redirects to submitted.html. In Netlify production, the script lets the native Netlify form POST continue while still saving the demo data for the client dashboard when available.

Public branding

Public pages show only AI Money Flow. Internal or old project names are not used in the client-facing flow.