Invoice reconciliation for a wholesale distributor
Orders, payments and invoices synced between the ERP, Stripe and Xero, with a review queue for the few mismatches that need a person.
Node.js / PostgreSQL / Stripe
Service
Dashboards and admin tools built around how your team actually works.
Overview
Operations run on a patchwork of spreadsheets and shared inboxes that only two people fully understand.
Our approach
Interview the operators and design around their daily tasks, not a template.
Prototype the core screen in a week and test it with real data.
Build with role-based access and an audit trail.
Train the team and iterate for a month after launch.
Deliverables
Who it's for
Losing leads to slow replies and manual CRM updates.
Front desks buried in bookings, reminders and no-shows.
Dispatch, manifests and status updates done by phone.
Invoices, reconciliation and approvals copied between systems.
Proof
Orders, payments and invoices synced between the ERP, Stripe and Xero, with a review queue for the few mismatches that need a person.
Node.js / PostgreSQL / Stripe
FAQ
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