USA
5 engineers
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.
The client needed to enhance and support their existing accounting and invoicing platform to:
To address these challenges, we implemented targeted improvements, enhancing automation, accuracy, and usability:
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.
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.
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.
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.
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.
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.
Our enhancements provided a comprehensive financial management system, enabling businesses to:
By refactoring the architecture, implementing AI-driven data preprocessing and visualization, and streamlining deployment with DevOps, we delivered a scalable, cost-effective solution.
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