INVOICING & ACCOUNTING · Working prototype
SaaS platform
An accounting practice and its clients, connected through a shared workflow.
I want a similar project
The starting point
The accounting firm and its clients need separate access and a shared way to organise documents.
The solution we built
A prototype platform for managing multiple companies, with dedicated spaces for the accounting practice and clients. It brings invoicing, documents and daily operations into a consistent interface.
Features
- Company portfolio with separate access
- Accounting practice and client portals
- Invoices, pro formas and payments received
- Document organisation and review
- Statement import and reconciliation in the prototype
- POS module and product catalogue
Project status
Demonstration prototype. Tax, banking and AI integrations require validation before production use. The screenshot shows the portal navigation of a demo company.