Esketchers developed an app that centralizes financial operations for accounting firms, businesses, and executives within a single platform. The solution streamlines client management, financial reporting, and collaboration while providing secure, role-based access to shared financial data. With real-time visibility across web and mobile, users can manage operations more efficiently and make informed decisions faster.
AI-Powered Financial Management Platform
AI-Powered Financial Management Platform
Problem
Small businesses and CPA firms relied on multiple disconnected tools for bookkeeping, payroll, taxes, compliance, and client communication, creating fragmented workflows and limited visibility into financial data. Teams depended heavily on manual processes, spreadsheets, and email exchanges to keep operations running. During tax season and month-end close, these inefficiencies often resulted in data discrepancies, delayed insights, missed deadlines, and a poor client experience.
Solution
We built a scalable SaaS platform that centralizes bookkeeping, payroll, taxes, compliance, HR, and AI-powered chat into a single system with role-based access for CPAs, clients, and CFOs across web and mobile.
Use Cases
Team
Services we offered
Market Specifics
Deliverables
Client Goals
The client wanted to replace fragmented accounting tools with a secure, AI-powered platform that improves efficiency, visibility, and collaboration.
Unify Financial Operations
Replace disconnected accounting tools with a centralized platform.
Improve Client Visibility
Provide real-time access to financial data for accountants and clients.
Reduce Manual Work
Automate bookkeeping, reporting, and compliance processes.
Enable Secure Collaboration
Create a shared workspace with role-based access controls.
Introduce AI-Powered Assistance
Help users find documents and answer financial questions instantly.
Support Mobile Accessibility
Give executives and business owners access to financial data on the go.
Target audience
CPA Firms & Accounting Practices
Small & Mid-Sized Businesses (SMBs)
Corporate Executives & CFOs
Internal Finance Teams
Bookkeepers & Accountants
Core Features
Multi-Portal Workspace Architecture
Dedicated portals for CPAs, business clients, and executives.
AI-Driven Knowledge Engine
Answers questions using business documents and financial data.
Real-Time Bookkeeping Sync
Automatically updates ledgers, accounts, and bank balances.
End-to-End Compliance Module
Simplifies regulatory filings and document management.
Integrated HR & Payroll Layers
Manages payroll and workforce operations in one place.
Immutable Audit Oversight
Maintains detailed audit logs for complete transparency.
Additional features
AI Financial Assistant
Answers financial and compliance questions using company data.
Real-Time Bookkeeping Sync
Automatically updates ledgers, balances, and financial records.
Compliance Management
Simplifies BOIR filings and regulatory documentation.
Multi-Portal Architecture
Provides dedicated experiences for CPAs, clients, and executives.
Audit Trail & Activity Logs
Tracks system activity for transparency and accountability.
Results
BEFORE
✕
Disconnected, siloed tax and payroll software
✕
Manual bank aggregation and slow entries
✕
No built-in AI intelligence for quick document lookups
✕
Administrative compliance bottlenecks for businesses
✕
Scattered, unverified client messaging trails
AFTER
✓
Unified multi-portal system for CPAs, clients, and executives
✓
Real-time bank sync, automatic ledgers, and live charts
✓
Intelligent LangChain + OpenAI RAG chat assistant
✓
Built-in FinCEN BOIR reporting and legal storage
✓
Complete audit trail, real-time alerts, and portal chat
Integrations
Plaid & QuickBooks (Intuit)
Financial aggregation pipes streaming live transaction streams, statement verification, and legacy accounting sync.
Stripe
Secure gateway managing user subscriptions and native accounts payable transactions.
Hubstaff & Worklio
Integrated workforce extensions syncing operational tracking data and core HR employee portals.
Signable
Integrated legally-binding e-signature platform for secure document execution inside the portals.
FinCEN
API connectivity for formatting and submitting official Beneficial Ownership Information Reports (BOIR) directly.
Google reCAPTCHA & MessageBird
Advanced bot protection coupled with programmatic SMS communication protocols.
Tech Stack
Front-End
React Native
Back-End
Django
AWS
PostgreSQL
Celery
Redis
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