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A real-time finance platform for scaling SMBs

Rebuilt a sluggish legacy dashboard into a real-time cash-flow platform used daily by finance teams.

Industry
Fintech
Timeline
4 Months
Platform
Web App
Live website
Private beta

Placeholder quote — the new platform changed how our finance customers work every single day.

Client NameHead of Product, Ledgerline

The challenge

Ledgerline's customers loved the product idea but struggled with the experience. The original dashboard took eight seconds to load, reports were generated overnight, and every new feature took weeks because of a fragile codebase.

Our approach

We started with a two-week discovery sprint: interviewing customers, auditing the codebase and mapping the slowest queries. Rather than a risky rewrite, we proposed an incremental migration behind a feature flag.

  • New data layer. Materialised views and a streaming pipeline turned overnight reports into live numbers.
  • Design system. A focused component library made the interface consistent and accessible.
  • Edge rendering. Critical views render on the server and stream in progressively.

The outcome

The new platform launched to all customers in under four months. Dashboard loads dropped from eight seconds to well under three, and the clearer onboarding flow helped lift trial-to-paid conversion significantly.

"The team treated our product like their own." — Placeholder quote, replace with a real testimonial.