The Challenge
The accounting firm managed client receivables and payments using a combination of Excel spreadsheets and Microsoft Lists. This fragmented approach made it difficult to track outstanding balances, reconcile payments, and generate client statements. The firm needed a unified system for charge and collection management.
The Approach
We developed a comprehensive financial management solution addressing all aspects of client billing:
- Client Portfolio: Centralized client database with contact and billing information
- Charge Management: Record and categorize charges per client
- Payment Tracking: Log payments and automatically update balances
- Reporting: Generate statements and aging reports
The Solution
A modern web application replacing the Excel/Microsoft Lists workflow. TAMEIO provides a single source of truth for all client financial transactions. The accountant can quickly see outstanding balances, record new charges or payments, and generate reports for clients.
Architecture
Backend
FastAPI (Python) for REST API
Frontend
React with modern UI components
Database
PostgreSQL for transactional data
Deployment
Docker containers for easy deployment
Security
Authentication and role-based access
Results
- Eliminated Excel dependency
- Single source of truth for client finances
- Instant balance calculations
- Professional client statements
- Reduced reconciliation time by 80%
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