Accounting Firm: Branded Client Portal With QuickBooks Sync

Boutique accounting practice (45-person team)

Document chase time

Down 80%

Client NPS

+34 points

Capacity added

Equivalent of 4 FTEs

Payback period

5 months

Challenge

Clients emailed PDFs and screenshots; the firm wasted ~6 hours per client per month on document chase, transaction classification, and status updates.

Solution

Built a branded portal with role-based access for clients and firm staff
Direct QuickBooks Online sync for transactions, attachments, and approvals
Document OCR pipeline with auto-classification suggestions
In-app chat tied to specific transactions for review threads

Technologies

QuickBooks Online API

React

Supabase

AWS Textract

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