Transportation
Invoice & Expense Management SaaS Application
Case study
About the Project
A web-based SaaS application for small and mid-level organizations and freelancers. It allows a user to track clients and their project's billing information – estimates, invoices, expenses, time tracking, and schedule emails and payment reminders with customized email text. It provides different payment gateway options configurations so that clients can process payments.
Customer
A customer is a software as a service (SaaS) company behind the top billing and time management solution system designed for freelancers and small businesses.
Tech Stack
Tech stack we used for building web apps
ASPIRE SOFTSERV
Benefits Delivered
Approximate 60% cut down on paperwork.
The new application is user- friendly for clients.
Ease of managing & processing information of clients, projects, invoices, estimates, expense and time tracking.
Get paid quicker by integration of payment gateways.
Improved quality of service, better sevice provided to clients.
Less human involvement and eliminated dependency on third-party software.
Problem Statement
It is very difficult to manage expenses, estimates, and invoices on paper. It takes more time in managing all the stuff manually. There are several drawbacks of the manual processing of the following finance and organization.
More than 60% operational overheads to maintain data on the documents, send over to the clients and receive payments from clients.
Track time for each of the tasks assigned to a team member
Generate client and reports on the weekly, monthly and quarterly basis after evaluation.
Managing project information and track time and generate report for specific project.
Generating of recurring invoices at regular intervals.
Manage expenses specific to the project.
Process payment for each invoice and update the status.
Implement an online portal for organizations that helps them to maintain organization-specific financial information in real-time without doing paperwork.
Generate dynamic reports with clients.
Generate work reports for the team member
Link estimate and expense with an invoice.
Recurring invoices at the regular interval.
Web-based time tracking tool along manual offline time entry.
Processing of payments with different payment gateways.
Solutions
Aspire Solutions
Aspire provided a web-based product development offshore team from concept building to product delivery to enhancement, maintenance, and support.
Our business analysts are involved with the customer to understand the core idea and the problems they face in daily life.
01
She delivered the end product by dividing the work into different milestones so that the client reviewed all the work at the end of each milestone.
02
Proposed the best-suited technology stack keeping in mind the short-term and long-term requirements.
03
Integration of Spring Security to provide role-based authentication and HTTP/HTTPS-based access to URLS.
04
Integration of different payment gateways- PayPal, Authorize. Net, Google checkout & Stripe.
05
Integration with Google Calendar for invoice due reminders.
06
Import Google contacts to send out invoices and estimates.
07
Integration with Donanza web application store.
08
Development of custom time tracker to track time.
09
Development of significant modules - Client, Project, Estimate, Invoice, Expense, Time tracking, Staff Management, and Management Reports.
10
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