Case study

A finance operations portal

North Ledger · Leeds, UK

We built an operations portal on top of the ledgers they already keep: balances, invoice status, and a cash-flow view for the period they choose.

Angular.NETSQL ServerAzureBank feeds

Discuss a similar brief

Location: Leeds, UK
Duration: 6–9 months
Industry: Banking & finance
Project type: Web development

About the client

A mid-market finance team in Leeds was running cash, invoices and bank balances across spreadsheets and a desktop accounts package.

Month-end meant exporting CSVs. The brief was a portal the finance manager could open every morning: cash, receivables, payables and a short list of what still needed a person.

Project overview

We built an operations portal on top of the ledgers they already keep: balances, invoice status, and a cash-flow view for the period they choose.

Bank feeds and the accounts package stay the books of record. The portal reads them; it does not become a second set of accounts.

Technologies

Angular.NETSQL ServerAzureBank feeds

Duration

6–9 months

What we shipped

Web development

Page screenshots

1 / 3

Functionality

Cash, receivables, payables and net movement for a chosen period
Outstanding invoices with due dates and overdue filters
Recent transactions tied to named bank accounts
Roles so named people see only what they should
Reads the existing ledger; does not become a second set of books

Solution

An overview shows cash, receivables, payables and net movement for the selected dates, with a path into the line items.
Outstanding invoices are listed with due dates and a status the finance team already uses. Overdue is a filter, not a surprise on day 30.
Recent transactions and named bank accounts sit on the same page so a balance can be traced without another export.
Roles decide who can see what. The portal is a web application; access is named people, not a shared spreadsheet link.

Project results

A morning view of cash and invoices without a CSV export.

Overdue items are visible in the same product as the balances.

Bank accounts and the ledger tell the same story.

Access is named, not a file on a shared drive.

Customer review

“Month-end is no longer a pile of CSVs. Cash, invoices and the bank accounts are in one portal, and access is named people rather than a spreadsheet on a drive.”
Mr. Rupert S., Finance manager, United Kingdom

Next step

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