Contact person: Web Cash Management Platform

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Location: Lisboa, Portugal

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"I’m looking to build a browser-based cash-management platform that helps me stay on top of several businesses at once. The core of the app is simple: I enter income and expenses manually, tag them by category, and—using an integrated receipt-scanner—attach the supporting images straight from my desktop or phone camera.

Because I operate more than one company, the system needs a clean way to switch between businesses while keeping their ledgers, settings, and reports separate. I also want to invite my team members to collaborate; they should be able to add and edit transactions but not touch the high-level financial reports or user permissions. Role management must therefore include an “Add & Edit” tier distinct from full admin rights.

When it’s time for monthly reviews, I’ll export both PDF and Excel summaries with a single click. Those reports must mirror what I see on screen—complete with category totals, running balances, and receipt thumbnails when available.

Deliverables
• Responsive web application (desktop & mobile browsers)
• Secure login, multi-business switching, and role-based access control (“Add & Edit” level implemented)
• Manual transaction entry with category tagging plus integrated receipt scanning/OCR
• Real-time dashboards and downloadable PDF / Excel reports that match on-screen data
• Source code and brief deployment guide so I can host it on my own server or cloud account

I’m happy to work with whatever modern stack you’re most comfortable with—React, Vue, Django, Laravel, or similar—so long as the final product is fast, secure, and easy for non-technical staff to use. Let’s discuss timelines and any questions you have about the workflow." (client-provided description)