By enhancing the existing accounting and invoicing platform, we streamlined financial operations, automated invoicing, and improved expense tracking for businesses.
KEY INSIGHTS
Seamless E-Commerce Integration
The platform integrates with various e-commerce, CRM, and financial systems, ensuring smooth operations across business tools.
Automated Financial Management
A web and mobile application optimized invoicing, receipt tracking, and current account management, reducing manual work.
About the client
Our client provides financial management solutions for businesses, helping them streamline accounting, invoicing, and expense tracking. Their platform allows companies to manage expenses, send invoices, list business contacts, and communicate with customers via phone or email.
Challenge
The client needed to enhance and support their existing accounting and invoicing platform to:
Improve billing efficiency with automated invoice tracking and customized templates
Provide seamless account tracking for customers and suppliers
Enable real-time income and expпense monitoring
Offer scalable stock tracking for inventory management
Integrate with various e-commerce, CRM, and financial advisory tools
Project Overview
To address these challenges, we implemented targeted improvements, enhancing automation, accuracy, and usability:
Smart Invoicing & Billing Automation System
We streamlined invoicing by enabling businesses to create customized invoice templates, send invoices for approval via email, automate bulk printing, and track bid statuses. To improve cash flow, we introduced automated email reminders for overdue payments, reducing delays and enhancing financial predictability.
Self-Employed Receipt Tracking
To simplify receipt management, we developed a tool that generates customizable receipt templates, allows easy filtering and tracking, sends due payment notifications, and automates receipt amount calculations — improving accuracy and efficiency.
Current Account Management
To help businesses better manage customer and supplier balances, we implemented a real-time tracking system with automated payment reminders. We also enabled seamless data imports from previous systems, reducing setup time and improving financial oversight.
Income & Expense Tracking
We designed an advanced tracking system to monitor cash flow, categorize transactions, and automate pre-accounting. Integrated financial analytics provide real-time insights, empowering businesses to make data-driven decisions with ease.
Inventory & Stock Tracking
To prevent stock shortages and operational delays, we introduced a stock tracking tool that monitors warehouse movements, detects critical stock levels, and sends low-stock notifications — ensuring uninterrupted business operations.
Seamless Integrations
To optimize workflow efficiency, we integrated the platform with various e-commerce systems, CRM tools, store management platforms, and financial advisory services, ensuring smooth data synchronization across all business operations.
Results
Our enhancements provided a comprehensive financial management system, enabling businesses to:
Automate invoicing and expense tracking
Improve financial visibility with analytics and reporting
Optimize e-commerce and stock management
Manage finances anytime, anywhere, from any device
Crunch impressed us with their technical excellence and the sheer ‘meeting of minds and cultures’ and open, honest exchanges. This was not a decision we took lightly, and 5 months into the engagement we continue to be really impressed with how Crunch approach the collaboration, and we’re delighted with the calibre of the team we have working with us.
Gary
Managing Director at a UK Software Development company
Crunch impressed me with is the quality of developers. It is simply much better than in any other company we’ve tried working with.
Klaus
CEO at YouWe
We are impressed with their performance, how they are engaged with product development, and how they care about the product.
Sebastian
Co-Founder & CTO at Accountflow
It’s been a very enjoyable experience. All has been fantastic about communicating, and working.
Marta
Consultant at GIA Networks
Our partnership with Crunch has been an invaluable resource as we’ve scaled.
Ryan
CTO at WorkDove
What I found in Crunch was the technical competency, ability to think outside the box, and very good English.
Garrett
COO at Tabulate
They have a large impact on the whole architecture we ended up with. Overall, I’ve been pleased and impressed with everything Crunch did for us.
Kenneth
CTO at Zuar
Working with Crunch was easy. They were patient with us as we worked through the contract questions and patient again as we were getting our billing set up. The design work was elegant and the developer delivered the app we had contracted for on time and good quality.
Scott
VP of Software Engineering at Analytic Index
The team at Crunch was very nice to work with. They worked diligently and were very professional. When questions or technical problems arose, they answered them quickly and were always ready and kind about helping us.
Miia
Business Management at Conmark Systems
Crunch developer helped us deliver an important feature for our project much faster than expected.
Rosario
VP of Engineering at Profitap
Crunch facilitated a seamless, collaborative effort throughout the project. The team maintained open lines of communication, kept detailed records of task assignments, and adhered to project timelines. Their expertise regarding both design and development sets the company apart.
Sisun
CEO at Chintech
Crunch provides ongoing development support that meets project requirements as needed. Despite their offshore location, they are easy to work with and accessible through communication channels
Bob
CTO at Timegen
The best vendor we could possibly find. Crunch blends practical development with innovative design principals. Internal and external feedback to app development has been positive. They complete project milestones by the planned schedule and deliver within budget. The team’s responsive and willing to engage in productive dialogue.
Jeff
CEO at USA Software Company
Crunch exceeded my expectations. I appreciated the developers’ resourcefulness in the face of constraints and complex requirements. The company able to deliver and complete the project successfully.
Kate
Product manager at Mezonin
The project has gone smoothly so far. Crunch has an exceptional work ethic. Consequentially, they’ve been able to tackle every challenge that comes their way. They manage day-to-day work on their own well but also communicate with us regularly to make sure we’re on the same page.
Andrew
CMO at Qinetics
The app Crunch worked on is clean, streamlined, and functions as intended. Crunch goes above and beyond to ensure that both teams are in tune. The passionate team crafts an enjoyable experience through their positive demeanor and effective project management skills. The team was very friendly, and working with them was a pleasure.
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A powerful expense management platform that automates tracking, approvals, and budgeting, helping businesses improve financial efficiency and control
FinTech
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