Web AppsCase Study

FinTrack SaaS

Financial tracking SaaS with real-time analytics, automated reporting, and payment processing.

Role

Lead Developer & Product Owner

Timeline

5 months

Stack

React, Node.js, Stripe

Platform

Web (SaaS)

TECH STACK

ReactNode.jsStripePostgreSQLRedisDocker

THE PROBLEM

What needed solving

1

Small businesses were managing finances across 5+ disconnected tools -- spreadsheets, banking apps, invoicing software, and manual ledgers.

2

Monthly financial reporting took 3-5 days of manual data compilation with frequent human errors.

3

No affordable solution offered real-time cash flow visibility with automated categorization for businesses under 50 employees.

4

Existing enterprise tools were prohibitively expensive and overly complex for small team adoption.

THE SOLUTION

How I approached it

Created a unified financial dashboard that connects to bank accounts, payment processors, and invoicing tools via secure API integrations.

Built an AI-powered transaction categorization engine that learns from user corrections and reaches 95%+ accuracy.

Implemented automated report generation with scheduled email delivery and PDF export.

Designed a tiered pricing model with Stripe integration, offering a free tier to drive adoption.

WHAT I BUILT

My responsibilities

Architected the microservices backend with Node.js, PostgreSQL, and Redis caching

Integrated Stripe for subscription billing, invoicing, and webhook handling

Built the real-time analytics engine with WebSocket-powered live updates

Implemented bank-grade security with encryption at rest and in transit

Created the automated reporting pipeline with scheduled jobs

Managed the product roadmap and user feedback loops

KEY FEATURES

What makes it special

Smart Categorization

AI-powered transaction categorization that learns from corrections and improves over time.

Real-Time Dashboard

Live cash flow, revenue, and expense tracking with customizable widgets and date ranges.

Automated Reports

Scheduled weekly and monthly reports delivered via email with branded PDF exports.

Multi-Account Sync

Connect unlimited bank accounts and payment processors with automatic daily synchronization.

Invoice Management

Create, send, and track invoices with automatic payment reminders and reconciliation.

Team Permissions

Role-based access control for accountants, managers, and team members with audit logs.

RESULTS & IMPACT

The numbers speak

-85%

Reporting Time

1,200+

Paid Subscribers

99.2%

Data Accuracy

+340%

MRR Growth

NEXT STEPS

What's coming next

1

Adding tax preparation and filing integrations

2

Building a mobile companion app with push notifications

3

Expanding to support multi-currency and international businesses

INTERESTED?

Let's build something together.

Have a similar project in mind? I would love to help bring your vision to life.