Fintech solution

Our client, a Brazil software company, needed a fintech solution for private entrepreneurs and small businesses to organize their cash flows. So, our goal was to create a smart application that tracks and analyzes expenses and income and helps users with reporting.

Project details

Platform
Web, Mobile
Services
Business Analysis, UI & UX, Mobile development, QA, Support & maintenance
Partnership
2021 – present
Hours spent
54k+

The situation

Managing cash flows for self-employed entrepreneurs and small organizations can be challenging because often they don't have a personal accountant. Therefore, our main task was to create an application with all accountant functions like tracking money incomes and expenses, generating all typer of financial reports, budget payment reminding.

In addition, our client wanted us to simplify the company registration process so that users can open a private enterprise or connect an existing one through this application.

The solution

We implemented such features:
  • Fulfilling monthly and annual government reports and payments.
  • Sending invoices and receipts by email, SMS, or WhatsApp to the clients.
  • Generating tax slips and keeping track of paid or outstanding taxes.
  • Forming of reports and charts on spent money.
  • Registering clients' bank accounts and cards through the app.
  • Official opening of a new enterprise or loading data of an existing one using the application.

Technology stack

Vue.JS
Firebase
Quazar Framework

Key results

During this project, we developed a solution for finance management, that makes life easier for entrepreneurs.

Among the significant achievements, we would highlight an opportunity to form and send monthly and annual reports in one click to the Government. Also, this application allows users to manage bank accounts and have control over what they pay and receive. By the way, this fintech solution can form exclusive reports and graphs to make users' cash management more efficient.

We performed an in-depth business analysis before starting, so we created the most full-fledged application for managing personal and company finances. It makes an entrepreneur's life easier, saves time, and gets rid of bureaucracy.