Internal Systems

Order and finance dashboard for a service business

Orders, down payments, settlements, and receivables were tracked separately in spreadsheets and chats, so the full picture of the business was hard to see.

Preview of Order and finance dashboard for a service business
Built for
A service business with many orders and staged payments
Delivered
2026
Category
Internal Systems, AI Solutions

What we built

An internal system to record orders, down payments and settlements, cash flow, receivables, and customer data, with revenue analytics and daily AI insights.

What changed

The business at a glance on one dashboard: active orders, income, cleared cash, and receivables. AI summarizes key insights every day, so decisions no longer wait for manual recaps.

Preview

Preview of Order and finance dashboard for a service business

Services in this project

All work

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