A billing and accounts app for a growing trading business
Invoices, dues and balances in one app, for an owner who runs the business from a phone.
A concept: we'll show how it would work for your business.
Concept project: designed and built by Yuvyora to show approach and capability, not for a paying client.
- Industry
- Finance
- Capabilities
- Product Design, Web & App Development
- Timeline
- Concept · 8 weeks
The concern, and the fix.
- 01
The concernInvoices are made in spreadsheets and take too long.
How it's solvedAn invoice made and shared from a phone in seconds.
- 02
The concernDues are kept in a notebook, so nobody knows who owes what.
How it's solvedEvery client's balance and overdue amount at a glance.
- 03
The concernChasing payments means awkward calls.
How it's solvedPolite payment reminders with a pay link, sent automatically.
A billing and accounts app for a trading business. Invoices go out from a phone in seconds, payments are matched automatically, and the owner sees who owes what without opening a notebook.
The challenge
A trading business tracks invoices in spreadsheets and dues in a notebook. The owner can't see who owes what without hours of checking.
What we'd build
- Designed invoice creation for speed on a phone.
- Built the billing and payment flow around how the business already works.
- Built an at-a-glance dashboard of balances and overdue payments.
Invoice in seconds
Pick the client and items, and send a GST-ready invoice on WhatsApp or email.
Dues at a glance
Every client's outstanding balance and how long it has been due.
Payment reminders
Polite automatic reminders for overdue invoices, with a UPI link.
Daily summary
Sales, collections and dues sent to the owner every evening.
- 01
Sell
An invoice is created at the counter or on the road.
- 02
Send
The client receives it with a payment link.
- 03
Collect
Payments are matched to invoices; reminders go out for the rest.
- 04
Review
The owner sees the day's business in one short summary.
What we'd use to build it. The final choice depends on your needs and the systems you already use.
13 tools across 5 layers
App
- React Native with ExpoOne app for Android and iPhone, updated without long store waits
- TypeScriptTyped data, so mistakes are caught before release
- Offline storageKeeps working on patchy networks and syncs when back online
Design
- FigmaScreens designed and tested with real users before any code
- Design tokensOne look across every screen, easy to rebrand
Data and sign-in
- Firebase AuthenticationPhone OTP or Google sign-in, nothing to remember
- Cloud FirestoreLive updates across staff and client screens
- Cloud FunctionsReminders, receipts and other tasks that run on their own
Integrations
- WhatsApp Business PlatformUpdates and replies where clients already are
- RazorpayUPI, cards and net banking, with automatic receipts
- Google Maps PlatformLive locations, routes and arrival times
Hosting and quality
- Firebase HostingGlobal CDN with HTTPS
- Automated testsSecurity rules and key flows tested before every release
- Money that arrives sooner, because reminders go out on time, every time.
- No more evenings spent reconciling notebooks and spreadsheets.
- A clear view of cash flow for decisions about stock and credit.
- Bank reconciliation
- Import bank statements and match payments automatically.
- Credit scoring
- Spot clients who pay late before extending more credit.
- Accountant access
- Give the CA read-only access at year end.
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Let's create what's next.
We are partnering with a select group of 5 founding clients. Each one gets our full attention, our best thinking and terms reserved for the businesses that grow with us from the start.
- Senior team on your project from day one
- Preferred founding terms, agreed in your proposal
- Direct founder involvement in every key decision
- Priority scheduling ahead of standard engagements
Apply for a founding place Or start with a free website & app audit