CashBook Finance App
A cross-platform mobile finance app for tracking total balance, cash flow, and multiple business accounts with real-time visibility.
CashBook
Finance / Accounting
14 weeks
React Native · Node.js · MongoDB · Figma
CashBook
Small businesses and entrepreneurs struggled with fragmented cash management, manual bookkeeping errors, and lack of real-time visibility into daily cash flows across multiple business accounts.
What we did
Designed and developed a robust, cross-platform mobile app enabling automated ledger tracking, instant cash flow visual analytics, and centralized multi-book management with secure offline-first synchronization.
Process
How we got there.
Research
Conducted user discovery to identify key business cash tracking pain points
Wireframes
Mapped intuitive user flows for multi-ledger management and transaction tracking
UI Design
Crafted a clean, accessible purple-themed mobile UI design system
Development
Engineered a high-performance cross-platform mobile app using React Native
Results that matter.
What changed
- Clean dashboard for instant financial overview
- Multiple business books and multi-account ledger separation
- Real-time cash-in and cash-out automated tracking
- Automated PDF & Excel financial report generation
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