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Fintech · Completed
Fintech B2B Admin Portal
The portal now compiles and sends those reports on schedule, returning 20 hours each week to the team.
- Duration
- ~1 year engagement
- Team
- Frontend Developer (me) + Client’s Backend Team
Overview
Overview
A regulated payments company was running its whole operation — onboarding business customers, tracking every transaction, and reporting on all of it — across disconnected tools and manual spreadsheets. It needed one portal to run the business from.
I built roughly 90% of that portal's frontend. Customers get onboarded in bulk instead of one form at a time, and every account sits in one place.
The money — cash in, cash out, collections, transfers — is watched live instead of pieced together after the fact.
The biggest win was reporting. Two people used to lose around 20 hours every week to reporting alone — 15 to 20 recurring weekly and monthly reports, every one built by hand.
Pulling numbers from thousands of daily transactions, writing Excel formulas, and formatting each file was the manual grind. Now the portal compiles and sends those same reports on schedule, with nobody touching a spreadsheet.
Confidentiality note: Client and company names have been changed or omitted for confidentiality. The work, my role, and project scope are real.
Impact
Impact
20
Hours saved weekly
Two people once spent about 20 hours a week hand-building 15–20 weekly and monthly reports — now the portal compiles and sends them on its own
4
Payment flows, one view
Cash-in, cash-out, collections, and P2P watched live — not reconciled after the fact
90%
Of the portal frontend, by me
Nearly the entire web portal frontend, designed and delivered end to end
15–20
Reports automated
Every one of the 15–20 recurring weekly and monthly reports now compiles and sends itself
Approach
Challenges & Solutions
Complex financial workflows
Ledgers, subledgers, and multi-party transactions had to become screens non-specialist staff could operate confidently.
Scalable React architecture
TypeScript with Redux Toolkit state management and an Ant Design system, structured in feature modules so the portal could keep growing.
Real-time, high-volume data
Live transaction streams across four payment flows — anywhere from 1,000 to 10,000 a day — needed one always-current view without overwhelming the interface.
Unified transactions dashboard
One real-time view across cash-in, cash-out, collections, and P2P — paired with streamlined single and bulk user onboarding.
Heavy in-browser reporting
Large financial tables had to export to polished PDF and Excel files client-side without freezing the portal.
Custom report engine
On-demand and scheduled PDF (jsPDF + AutoTable) and Excel (XLSX) reports that generate and deliver themselves — turning hours of manual compilation into a background job.
Onboarding at scale
Business customers needed to bring large user bases onto the platform — one manual form at a time would never keep up.
Enterprise-ready UI
Role-based access, company account management, and searchable transaction histories with statuses — plus settlement and reconciliation views in a responsive interface tuned for large datasets.
Stack
Built With
- TypeScript
- React
- Redux Toolkit
- Ant Design
- SCSS
- jsPDF
- XLSX
- REST APIs
Client Feedback Summary
Client Feedback
The portal is where our teams run the business now — onboarding, ledgers, and live transaction views in one place. Muhammad understood the business side, not just the specs.
Client name withheld
Client identity is confidential. This summary reflects verbal feedback shared with Muhammad and the project team.
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