CASE STUDY 01 · FINANCIAL OPERATIONS
A treasury that ran on manual entry now runs itself.
A statewide athletic association ran its finances by hand. Transactions keyed into spreadsheets, checks written manually, and tax season meaning weeks of assembling records for the CPA. Last season, the mess had a price tag: a $7,000 CPA bill, driven largely by records that arrived scattered and inconsistent.
WHAT I BUILT
- A multi-tenant financial operations platform that ingests transaction data automatically, replacing manual entry
- Check printing directly from the system
- CPA-ready workbooks generated from live data, built to cut that $7,000 bill by thousands this year
- Role-based access, audit trails, and tenant-level data isolation, because financial data deserves nothing less
WHAT CHANGED
Hours of monthly manual work eliminated, records that stay reconciled all year, real cost reduction at tax time, and a treasurer who runs the whole operation without calling me. The first organization's build now serves additional organizations on the same codebase.
STACK
SVELTEKITTYPESCRIPTPOSTGRESQL
SUPABASEVERCELMULTI-TENANT
SECURITY, BUILT IN
ROLE-BASED ACCESS[BUILT IN]
TENANT ISOLATION · RLS[BUILT IN]
AUDIT TRAILS[BUILT IN]
This platform holds a real organization's financial data, so it doesn't get screenshotted for a public page. That's a feature of how I work, not a gap in it. A live walkthrough with sanitized views is available on request.