Case study

MyCpaDashboard App

A financial management app that gives accounting firms, business owners, and executives a shared, real-time view of their businesses, assets, and accounts across web and mobile.

Client
MyCpaDashboard
Industry
Fintech
Platform
Mobile & web
Services
Mobile, SaaS, AI
Five MyCpaDashboard app screens on phones: a property overview, a list of businesses, an account profile, an assets summary, and a business bank account

At a glance

Technology stack
  • React Native
  • Python
  • Django
  • AWS
  • Plaid
  • LangChain
  • OpenAI
Platform
Mobile & web

Overview

Project overview

The client wanted to replace a patchwork of accounting tools with one secure platform where CPAs, their clients, and CFOs work from the same live financial data, covering bookkeeping, payroll, taxes, compliance, and HR.

We built the multi-portal platform and its mobile app, with role-based access for each type of user.

The challenge

Business challenge

Tax and payroll software didn't talk to each other, bank data was gathered by hand, and ledger entries were slow. Business owners handled compliance paperwork largely on their own, and client conversations were spread across untracked channels.

There was also no quick way to find a figure or document without digging through files.

The solution

What we built

We built separate workspaces for CPAs, clients, and executives on a single shared data model. Bank accounts sync in real time through Plaid, feeding automatic ledgers and live charts, and owners can follow multiple businesses, assets, and accounts from their phone.

A LangChain and OpenAI chat assistant answers questions from the user's own financial records. FinCEN beneficial ownership (BOIR) reporting and legal document storage are built in, and every change is recorded in an audit trail, with real-time alerts and in-portal chat.

Features delivered

What shipped

The main capabilities we delivered.

  • Dedicated portals for CPAs, clients, and executives
  • Multi-business overview with net worth, revenue, and cash
  • Asset tracking for property, vehicles, and equipment
  • Real-time bank sync, automatic ledgers, and live charts
  • AI chat assistant that answers from the user's own data
  • FinCEN BOIR reporting and legal document storage
  • Audit trail, real-time alerts, and in-portal chat
  • Role-based access across web and mobile

How it works

One view for every role

CPAs, owners, and executives see the same live numbers, each in their own workspace.

  1. 01

    Connect accounts

    Bank and credit accounts sync in through Plaid.

  2. 02

    Organise entities

    Owners group businesses, ownership, and people in one place.

  3. 03

    Track assets

    Property, vehicles, and equipment are valued alongside cash.

  4. 04

    Ask the assistant

    AI chat answers questions from the user's own records.

  5. 05

    Stay compliant

    Filings, documents, and an audit trail live with the data.

Client testimonial

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