InvoiceFirm – Invoice & Book
InvoiceFirm is a modern and intelligent financial software solution designed for businesses and freelancers across the globe. The software simplifies invoicing, proposal creation, payment tracking, and bookkeeping by combining user-friendly design with advanced automation and data analytics.
With real-time invoice status, customizable templates, and multi-currency support, InvoiceFirm helps companies enhance productivity and ensure financial accuracy. The system supports everything from estimates to recurring billing, automating every phase of business finance with minimal manual input.
- Industry: Retail, Finance, Accounting
- Client: XYZ
- Location: Global (All Countries)
- Completed Date: In processing
Project Requirement
The goal of the InvoiceFirm project was to build a complete invoicing and bookkeeping system that empowers small businesses and freelancers with:
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Invoice creation and automation
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Multi-currency & tax management
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Quote & proposal builder
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Recurring billing system
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Bookkeeping and cashflow summary
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Payment gateway integration
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User dashboard with reports and analytics
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Secure client access & downloadable invoice PDFs
Development Phases
1. Research & Planning
Analysis of competitor platforms like MoneyBird, Zoho Invoice, and Wave
Study of SME and freelancer workflows
Compliance research (taxation, currency formats, etc.)
2. UX/UI Design
Minimalist and intuitive interface
Light mode with focus on financial clarity
Drag-and-drop proposal builder UI
3. Core Feature Development
Invoice & estimate generation (PDF/export/send)
Recurring invoice engine with calendar logic
Dashboard widgets for earnings, overdue, paid/unpaid statuses
Chart-based financial summaries
4. Backend & API System
Node.js backend
PostgreSQL for transaction records
JWT-authenticated REST API
Role-based user management
5. Payment & Tax Modules
Stripe, PayPal integration for global payments
Custom tax rate builder by region
Currency converter linked with live exchange APIs
6. Client Panel & Notification System
Dedicated client access portal for invoice viewing
Email/SMS alerts for overdue and payment confirmations
7. Testing & QA
Beta testing with accounting firms and freelancers
UX testing across mobile, tablet, desktop devices
Solution & Result
Created a fully functional, scalable invoicing solution for global use
Helped early users reduce manual entry and improve billing efficiency by 70%
Integrated multiple payment methods for fast & frictionless payments
Improved user retention with automated reminders and smart dashboard
Ensured secure data storage and access using cloud encryption protocols
Enabled users to export and share PDF invoices instantly
Services Provided
- Mobile & Web App Development
- API Development
- UI/UX Design
- Payment Integration
- Dashboard Analytics
- Automated Invoicing
- Bookkeeping Module
- Cloud Hosting & Security
- Ongoing Support
To achieve successful data migration, our solution includes a comprehensive approach that encompasses meticulous planning, advanced techniques, and thorough testing. We leverage industry-leading tools and expertise.
