Contact person: Business Client

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Location: Pune, India

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"I’m building a browser-based platform that unites streamlined accounting with lightweight CRM functions. The heart of the system is an invoicing and billing module that can automatically generate invoices and schedule them on a recurring basis. From the same interface I want to pull client data straight from the CRM side, so every invoice is tied to an up-to-date contact record and visible in that customer’s history.

On the CRM front I only need the essentials right now: solid contact management plus a clear sales-pipeline view that lets me track deals from first touch through payment. Tight coupling between invoices, pipeline stages, and client records is critical—no jumping between separate tools.

I’m moving forward with a dedicated accounting application built for Web based desktops and I’m looking for a developer who can own the full build. The core of the product centres on day-to-day bookkeeping tasks, yet it also needs to present polished, real-time financial insight and connect smoothly to our existing CRM.

Key modules you will create:
• Invoicing and billing – generate, edit, send, and track status
• Expense tracking – import, categorize, and reconcile costs
• Financial reporting – profit & loss, balance sheet, cash-flow, with export to PDF or Excel
Should be working on

Architecture & Tech Stack
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Tech Stack
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Backend -
Spring Boot 3.5+ with Java 21
PostgreSQL
Layered architecture with clear separation of concerns
Testcontainers for integration testing

Frontend -
React (js)
Javascript

Domain
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Financial domain

Work description
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1. Gathering requirements
2. Creating requirement specifications, feature specifications
3. Implementing end to end features
4. Fixing application bugs
5. Perform end to end testing
6. Adding documentation

Key expectations
• Web application, responsive on desktop and tablet
• Automated billing and recurring invoice logic working out of the box
• Contact database with quick search, tags, and activity timeline
• Visual pipeline board with drag-and-drop stage updates
• Secure user authentication and role permissions
• Clean dashboard and basic reports (revenue by period, outstanding invoices, pipeline value)" (client-provided description)