/01
Client portals
Statements, documents, and requests, with a record of who saw what.
Finance
Portals and ledgers that stand up to a second look.
Client areas, posting rules, and a trail of who changed what — on Laravel or Node, with MySQL or Postgres.
PHP
Node.js
React
Postgres
How we work this vertical
How this work usually goes.
Accuracy comes first. Posting, files, and the trail of who did what live in the same system, so month-end is a report — not a hunt through inboxes.
Roles are tight. Tables are named for the ledger. The same number should appear in support, finance, and the API.
What we ship
What we build for this kind of team.
/02
Posting rules
The same figure everywhere. No quiet rounding in the screen.
/03
Incoming files and hooks
Bank or processor events queued, tried again, and stored.
/04
A trail you can show
Who changed a posting, when, and from which screen.
After it ships
What the team notices.
01
One place that writes
Support and finance see the same posting.
02
Month-end is a report
Not a scavenger hunt.
03
Evidence with the record
Who changed it, when, and from which screen.
Delivery
How we build it.
-
01
Understand
Goals, people, and the current system — before anyone opens an editor.
-
02
Plan
The tools, the shape, and a date the team can hold.
-
03
Build
Short cycles, working software, regular walkthroughs.
-
04
Release
Checks for the paths that matter, then go-live.
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05
Improve
How it is used, plus your notes, drive the next slice.
Typical use
Where this lands first.
- Member billing
- Client reporting
- Fee rules
- Month-end exports
Questions
Questions teams ask first
- Where does the data live?
- MySQL or Postgres, with changes stored with the code, backups on your cloud, and app users that are not master accounts.
Ready when you are
Talk about a Finance build.
PHP, Node.js, React, or a mix. You get a tracking ID and a reply from the same people who will build it.