Financial dashboard — revenue, expenses, current balance and cash trend.Sign-in — email, Google Workspace, multi-entity treasury in one view.Treasury — collections, disbursements and operation history.Operations history — entity, account, category, payment method and status.Create a committed operation — amounts, dates, recurrence and notes.Payment methods — cheque, PayPal, bank transfer, card, cash.Account security — activity logs, password and two-factor authentication.
Resumen
Espacio de tesorería para organizaciones y cuentas — entradas, salidas, previsiones 30/60/90, informes y operación diaria.
El problema
Finanzas iba en hojas, sin vista viva compartida y con reporting tardío.
La solución
Panel financiero, operaciones de tesorería por entidad y cuenta, métodos de pago, informes y seguridad con 2FA.
Rol
Desarrollador full stack — producto, UI y modelo de datos.
Resultado
El seguimiento en hojas se sustituyó por una vista en vivo del día a día.
Funciones
Multi-entity treasury in one view
Dashboard for revenue, expenses and current balance
Inbound and outbound operations with categories and payment methods
Committed operations with billing and settlement dates
Exportable reports and operation history
Account security with activity logs and two-factor authentication
