HomeServicesWorkProcessStudioInsightsContact
Web AppSoftware

Customer portal & billing platform

Representative engagement, illustrative of the software we build. A custom client portal with billing, roles and live dashboards that replaced three disconnected tools.

WEB APP

This is a representative example of the kind of software we build, shared to illustrate our approach. Replace it with your own case studies in the CMS.

The challenge

A growing services business was running its client relationships across a spreadsheet, a separate invoicing tool and email threads. Clients had no single place to see their status, billing or deliverables, and the team lost hours every week reconciling the three.

What we built

A custom client portal: a single, branded web application where clients log in to see their projects, invoices and documents, and the team manages everything from one admin. Built on Next.js and PostgreSQL, with Stripe for billing and role-based access for staff and clients.

How it works

  • Secure authentication with separate client and staff roles and permissions.
  • Live dashboards for status, deliverables and billing, all from one source of truth.
  • Stripe-powered invoicing and payments, synced automatically.
  • Integrations that pull data from the tools the team already used, so nothing was re-keyed.
  • Built to scale, with monitoring and clean documentation handed over in full.

The shape of the outcome

Three disconnected tools collapse into one platform the business owns. Clients get a professional self-serve experience, the team stops reconciling spreadsheets, and there is a foundation to add new features, including AI, on top.

All work

Let’s build

Want a system like this?

Tell us the bottleneck. We’ll show you what building it looks like, free and with no obligation.