Experts IT » projects » Fintech Platform: Streamlined Invoicing and Estimates
A business billing platform combines estimates, invoices, customer records and payment status in one workflow.

Small businesses, freelancers and agencies needed a clearer way to prepare commercial documents and track them through their lifecycle. Manual calculations and disconnected customer information made routine billing work harder to coordinate.
CodeNax implemented a connected billing workflow with shared customer information, payment terms and document-generation capabilities. The application organizes estimates and invoices around consistent records, reducing the need to repeat information across separate tools.
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The delivered capabilities bring day-to-day billing activities into a unified application. Customer records and document status remain connected as an estimate moves into invoicing and payment follow-up.
Next.js, TypeScript, NestJS, PostgreSQL, AWS, PDF generation, exchange-rate API, SendGrid
Delivered by CodeNax, a company under the same ownership. Presented by ExpertsITS in the shared portfolio with the owner’s permission. Original CodeNax case study.
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