A modern online bookkeeping system developed for a company in Cracow, helping businesses manage invoices, consultations, and direct communication with bookkeepers in a secure digital environment.
The client struggled with an inefficient and outdated bookkeeping process. Business owners had to send invoices manually via email, track their financial data in spreadsheets, and lacked an easy way to communicate with bookkeepers. Additionally, scheduling consultations was chaotic, leading to missed deadlines and financial errors.
I developed a web-based bookkeeping system that streamlined financial management for businesses. The platform allows users to upload invoices, communicate securely with bookkeepers, and schedule consultations within a dedicated client panel. By automating manual tasks and centralizing financial communication, we improved efficiency and accuracy in the bookkeeping process.
The platform includes:
Security is my top priority. All communications between clients and bookkeepers are encrypted. Invoice data is stored securely with role-based access control, ensuring only authorized personnel can access sensitive financial records.
The client saw immediate improvements in workflow efficiency. Business owners could now manage their financial documents digitally, reducing paperwork and administrative overhead. The integration of a live chat system and consultation scheduling streamlined communication and improved service delivery.
