Operational Finance Platform
LiveA production-grade operational finance platform for a boutique post-production studio. A full-stack SPA that reconciles chaotic client data, applies multi-tier pricing, generates invoices, and produces bank-ready BLKPAY payouts — end-to-end.
Task records managed
Projects tracked
Verified bank accounts
Monthly payout volume
Overview
PayTrackr replaces spreadsheet chaos with a single audit-logged workflow. It merges client task data without overwriting manual adjustments, cascades multi-tier pricing per resource, generates branded TDS-aware invoices, and exports bank-ready BLKPAY Excel files. Every mutation is reversible, every batch is locked, and every payout ties back to the line item it originated from.
Roles served
Stack at a glance
16 Features · Full Case Study
A single entry point that routes users to the right console based on their role — Admin, Translator, Tracker, or Owner — with idempotent seed users so the platform is usable the moment the backend boots.
Problem solved
A studio has three very different personas who need different views of the same data. Without role-scoped auth, sensitive rates and P&L data leak or get edited by the wrong hand.
Business value
Zero-config first boot (preview parity with production), no leaked rates or P&L to translators, and a clean audit trail where every write is tagged with the actor.
A single cockpit surfacing every operational KPI: active resources, monthly task throughput, invoice-ready totals, and exceptions requiring attention.
Problem solved
Finance ops previously toggled between five spreadsheets to answer basic questions like ‘how much do we owe this month?’.
Business value
Time-to-answer for ‘current month status?’ drops from ~10 minutes to ~2 seconds, with instant visibility of stalled or removed tasks.
Deep-dive analytics on cost, mix, and resource contribution — filterable by any combination of task type, resource, language, status, and time.
Problem solved
‘How much did we spend on subtitling in Tamil last quarter?’ used to take a data analyst. Now it's a three-click filter.
Business value
Turns finance operations into a self-service analytics function with trustworthy comparisons because locked batches are immutable.
The heart of the product. Sync the client's Atlas / PO sheet into the operational database without ever overwriting a manual adjustment.
Problem solved
The client resends the master sheet every week. A naive re-import wiped assigned resource, rate, and billing tweaks.
Business value
Manual adjustments survive weekly re-imports, removed items are recoverable and traceable, and auditors can revert an entire merge cycle in one click.
Cluster raw tasks into logical work units and split single tasks across multiple resources or sub-scopes — the day-to-day scheduling surface.
Problem solved
One client ‘task’ often maps to two people (translator + reviewer) or three sub-tasks. That split lived only in someone's head and never got billed correctly.
Business value
Split-billing works out of the box with no orphaned costs when tasks are shared between resources.
The single source of truth for every freelance resource — profile, aliases, per-task rates, TDS %, and live operational activity.
Problem solved
Studios reuse the same freelancer under different name variants (‘Priya’, ‘Priya M.’). Without alias normalization, every rate lookup misfires.
Business value
Every cost line resolves to a canonical resource; onboarding a new resource is an Excel drop, not a code change.
Resolve the correct rate for any (resource, task, project, language) tuple by cascading through a transparent hierarchy of rules.
Problem solved
A studio negotiates rates at many levels — global, per-language, per-project, per-resource. Baking these into spreadsheets makes them un-auditable.
Business value
Every invoice line item is defensible — ‘here's the exact rule that fired’. Change a global rate and only unlocked batches recompute.
Group completed tasks into named batches (e.g. GP-Jul-2026) and lock them so rates, assignments, and adjustments freeze forever.
Problem solved
Auditors ask months later, ‘why is this month's number different now?’ Without immutability, live data mutates and analytics drift.
Business value
Immutable operational history, trustworthy financial roll-ups, and a solid basis for payouts and BLKPAY export.
Generate professional, TDS-aware PDF invoices — per resource or in bulk — for a locked batch, and dispatch them via Resend.
Problem solved
Manual invoice creation in Word/Excel took a day per month, with error-prone TDS math and inconsistent branding.
Business value
Invoice preparation goes from a day to a few clicks, producing TDS-compliant PDFs with a delivery audit trail per resource.
Convert a month of locked invoices into a bank-ready BLKPAY Excel file — the exact file the studio uploads to its bank portal to pay everyone.
Problem solved
Each bank has its own strict Excel template (row layout, formulas, hidden sheets). Regenerating it from scratch breaks it.
Business value
Injects payment rows into the studio's own template, preserving formulas, formatting, merged cells, and metadata — straight to the bank portal.
A tamper-evident record of every mutation — with a floating Undo and Redo button visible on every admin page.
Problem solved
When five people share one operational database, mistakes are inevitable. Most apps only offer a deleted_at field.
Business value
Captures before/after snapshots for every write, enabling true reversal — including batch-reverting an entire merge cycle.
A self-service portal where translators see their tasks, earnings, and invoices — governed by an admin panel that toggles visibility in real time, without code changes.
Problem solved
Freelancers used to email the studio for every status update, creating constant support load.
Business value
Cuts support load while keeping the admin in full control of what each translator sees.
A lightweight live tracker for project managers to log task progress independently of billing, plus a public snapshot URL so clients can watch progress without a login.
Problem solved
Clients demand live status but shouldn't touch the billing surface.
Business value
Isolates operational status and gives clients read-only transparency via expiring tokens — without auth risk.
Two operational nerve centres — one for outbound mail (invoices, advice, notifications) and one for inbound exceptions that must be resolved before invoicing.
Problem solved
Manual email sending scaled poorly and delivery status was lost; bad merge data leaked into invoices and caused rework.
Business value
No lost invoice emails, and data anomalies get caught and fixed before they reach a client invoice.
The universal ‘give me the data’ surface — Excel and PDF exports of any filtered slice, plus a history log of every invoice generated.
Problem solved
Accountants, auditors, and clients ask for the same data in different shapes, creating endless ad-hoc requests.
Business value
Self-serve data hand-off with no engineer required, and consistent column order across every export.
Two governance surfaces: a private Owner Dashboard (P&L, batch-lock hygiene) and a Claim Requests workflow for translators asking to be added to a project.
Problem solved
The owner needs numbers admins shouldn't touch, and freelancers need a way to raise their hand when the portal filter is wrong.
Business value
Keeps principal-only P&L separate from admin ops, and resolves visibility gaps through a governed approval flow.
We design and build operational software end to end — from discovery to deployment and optimization.