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Financial Management App Development for Quixt LLC

Services Covered:

Custom Software Development • Website Development • Web Application Testing
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Industry
Industry

Financial Services

Duration
Duration

3 months

Budget
Budget

10K - 49K

Start Date
Start Date

1 July 2023

Team Size
Team Size

1-5

Engagement Model
Engagement Model

Offshore

Project Capability Score (PCS)

gauge meter
78/100
Good

Project Capability Score (PCS) estimates how capable PLANEKS is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Quixt LLC

mapBoca Raton, United States of America

Project Summary

PLANEKS developed a financial management application for a financial software solutions company (Quixt LLC), delivering server infrastructure, multiple integrations, and end-user features. Work included defining requirements, implementing user authentication, email notifications, QBO integration, reporting tools, Excel export and Stripe payments. The project increased user adoption and engagement, improved financial data accuracy, and enhanced process efficiency. The team was responsive and delivered on time.

Key Challenges

  • Full stack application development to build a financial management app
  • Integrate with QuickBooks Online (QBO) and third-party payment provider (Stripe)
  • Deliver user-friendly reporting, export and synchronization features

Project Deliverables

  • Basic layout
  • Server infrastructure
  • User authentication system
  • Email notification system
  • QBO API integration
  • Financial reporting and synchronization tools
  • Excel export functionality
  • Stripe payment integration
  • Free trial implementation

Project Solution

PLANEKS defined requirements and provided project management oversight, created the app's UI and server infrastructure, and implemented user authentication, email notifications and QBO API integration. They built financial reporting, synchronization and data-manipulation tools, added Excel export and Stripe payment functionality, and enabled a free-trial flow to support conversions.

Project Outcome

  • Increased user adoption and engagement
  • Successful QBO integration
  • Improved financial data accuracy
  • Enhanced efficiency in financial processes
  • Reduced data entry errors
  • Higher usage of data export features
  • Seamless Stripe payment integration
  • Positive user feedback and efficient bug resolution
  • Favorable conversion rate from trial users to paid customers

Platforms

  • WebWeb
  • API/Integration PlatformAPI/Integration Platform
  • CloudCloud

Tech Stack

  • REST APIREST API

Client Endorsement

Overall Review Rating

5star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

The app helped us increase user adoption and engagement, improve financial data accuracy, and streamline financial processes. The team delivered on schedule, responded promptly to our needs, and remained committed to ensuring our satisfaction throughout the engagement.

Anonymous

Executive

Note: This endorsement is based on publicly available client feedback from external review sources.

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