Accounting diagnostic & proposal platform
A multi-user SaaS that replaces fragile Excel diagnostics with server-rendered workflows, OAuth-integrated data, and encrypted credential handling.
// problem
Bookkeepers were running client diagnostics out of spreadsheets. No per-client isolation, no audit trail, and no safe way to hold the OAuth tokens needed to read live accounting data. The workflow didn't scale past a single operator, and the data handling didn't meet the standard a professional-services firm needs to operate at.
// what we built
A multi-user platform that runs the diagnostic, generates cleanup and monthly-service pricing proposals, and tracks deal outcomes end to end. Server-side validation throughout, per-user diagnostic isolation, JWT-signed sessions, AES-256-GCM at rest for third-party OAuth tokens, and bcrypt-hashed credentials. PDF report generation and a deal-stage audit trail built in.