MERN · Stripe · PDF
Invoicing & Expense SaaS
Freelancers and small teams create branded invoices, accept card payments, track expenses and see cash flow in one dashboard.
Screens are illustrative layouts of the product, not client screenshots.
Overview
What it is
A small-business finance tool. Users create branded invoices, accept card payments, upload receipts, categorise expenses and see their cash flow at a glance. Clients pay from a simple portal.
The problem
Why it was needed
Freelancers were stitching together spreadsheets, PDF templates and payment links, and chasing late payments by hand.
Features
What We Built
Branded invoices
Templates with logo, tax and currency settings.
Online payment
Card payments with automatic reconciliation.
Recurring and reminders
Scheduled invoices and polite payment nudges.
Expenses
Receipt uploads, categories and monthly summaries.
Client portal
View, download and pay invoices.
Reports
Profit, outstanding invoices and tax-ready exports.
Architecture
How It Fits Together
- React appdashboard and invoices
- Node / Express APIauth, invoices, expenses
- Job queuerecurring and reminders
- MongoDBaccounts and ledgers
- Stripepayments
- S3 + PDF servicereceipts and invoice PDFs
Scheduled work runs in a queue, so reminders and recurring invoices go out reliably.
Roadmap
From Idea to Launch
A typical delivery roadmap for a project of this kind.
- 1
Discovery
1 week- Invoice fields, tax and currency rules
- Payment flow and fees
- Report requirements
- 2
Invoicing core
2 weeks- Clients, items and invoice builder
- PDF generation and email
- Stripe payments
- 3
Automation
1-2 weeks- Recurring invoices
- Reminder schedule
- Reconciliation
- 4
Expenses and reports
2 weeks- Receipt upload and categories
- Cash-flow dashboard
- Exports
- 5
Launch
1 week- Security review
- Onboarding flow
- Billing for the SaaS itself
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