Fintech

AI-Powered CPA Management Platform

Esketchers developed an app that centralizes financial operations for accounting firms, businesses, and executives within a single platform — streamlining client management, financial reporting, and collaboration with secure, role-based access.

Outcome: Unified operations, real-time financial visibility, and faster decisions across web and mobile.

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AI-powered financial management platform dashboard

Results What changed for My CPA Dashboard APP

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

PLATFORM

for bookkeeping, payroll, and taxes

The client wanted to replace fragmented accounting tools with a secure, AI-powered platform that improves efficiency, visibility, and collaboration. A shared workspace where CPAs, clients, and CFOs work from the same real-time financial data.

Financial management platform interface

BUILT FOR CLARITYAnd Operational
Control

Platform overview

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.

Multi-Portal
Dedicated CPA, client & executive workspaces
AI Assistant
Answers from your own financial data
Real-Time Sync
Ledgers, accounts & bank balances
Compliance
Filings, documents & audit logs

Deliverables core capabilites we built

Client Data

Files, forms, and account details live in the portal, not scattered across inboxes and shared drives.

Synced accounts

Plaid keeps banking and credit data current, so the numbers in the system match the numbers at the bank.

Workflows

Billing, task assignment, reminders, and approvals follow rules your firm sets once and adjusts when it needs to.

AI context

RAG searches across reports, invoices, and client records, and returns each answer with its source document attached.

Outputs

Reports, filings, and client-ready insights come out of the same system that holds the underlying data.

The problem

CPA ADMIN OVERLOADED

The client faced daily operational friction: disorganized communication, document overload, difficult bank-statement collection, bookkeeping hand-offs, and repetitive manual tasks.

Critical workflows were scattered across file storage, billing, payroll, e-signatures, client messaging, reporting, and bank-data systems—creating delays, follow-ups, and preventable errors.

Document overload

Client files,statements,signed forms, and financial reports were hard to request, organize, track, and retrieve.

Manual follow-ups

Teams spent too much time chasing clients for documents, approvals, task updates, and missing information.

Disconnected tools

Billing, payroll, e-signatures, reporting, storage, and collaboration were spread across separate systems.

The solution

SECURE SAAS PLATFORM FOR CPA PRACTICES

We designed and developed MyCpaDashboard as a web-based SaaS platform with a hybrid mobile app for CPA firms and accounting professionals. The product centralizes client data, document workflows, payroll, billing, reporting, task management, e-signatures, and secure communication in one place.

The platform combines practice management, accounting automation, client collaboration, secure file storage, AI-powered report retrieval, and third-party financial integrations into one scalable solution.

Client Data

Dedicated portals
for every role

Files and client details enter the portal.

Data synced

Answers from
your own data

Plaid pulls banking and credit data.

Workflows

Automated Workflows

Billing, tasks, reminders, and approvals route automatically.

AI context

AI context

RAG finds reports, invoices, and client records.

Outputs

Outputs

CPAs create reports, filings, and client-ready insights.

TECH STACK

MyCpaDashboard is a full-stack fintech SaaS product. Each layer was selected to support secure document workflows, financial-data integrations, AI-assisted retrieval, and scalable product delivery.

Python

Backendlogic & data processing

Python powers backend workflows, integrations, report processing, and AI/RAG orchestration across the platform.

Django

Webframework & API layer

Django handles authentication, admin workflows, database models, APIs, and secure business logic for the SaaS platform.

AWS

Cloud infrastructure

AWS services including S3, EC2, and RDS support secure storage, hosting, database operations, and production scalability.

React Native

Hybrid mobile app

React Native delivers a focused mobile experience for limited but high-value workflows, keeping mobile access lightweight.