Accounting Practice
Finance & Accounting Portal
Executive finance dashboard with invoicing overview, reporting, and subscription management for SME clients.
Company
NexBooks
Time taken
6 weeks
Completed
2026-04
What we built
Project breakdown
A clear look at the work delivered for NexBooks.
01
Executive finance dashboard
One view of invoicing, subscriptions, and cash-flow signals so leadership stopped exporting CSVs every Monday.
02
Client reporting
Clear reporting surfaces for SME clients — balances, outstanding invoices, and subscription status in a single login.
03
Subscription management
Built recurring billing overview and plan controls so the practice could manage retainers without spreadsheet gymnastics.
Client feedback
Testimonial
“Our finance dashboard finally gives leadership one view of invoicing, subscriptions, and cash flow. The team stopped exporting CSVs every Monday.”
David Chen
CFO, Meridian Advisory
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