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Byte Harbor Inc.

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Home/Our Work/Financial health monitor & revenue ledger
Dashboard

Financial health monitor & revenue ledger

Know where every dollar is: earned, billed and paid.

Illustration for Financial health monitor & revenue ledger

Overview

The challenge

Leadership needed to know whether billing was healthy and where every dollar stood, without waiting for month-end reconciliation or digging through spreadsheets.

Our approach

We built a financial health monitor and revenue ledger with automated checks, plain-language findings and drill-down to the exact rows behind every number.

Project type
Dashboard
Client
Confidential

Built with

  • React
  • Postgres
  • pg_cron
  • pg_trgm
  • Vitest

Standout features

  • 67 automated checks rolled up into a green, amber or red health board
  • A monthly ledger that drills down to the exact rows behind any number
  • ⌘K global search where every ID becomes a clickable name

Everyday impact

Problems surface the day they happen instead of at month-end.

What we built

Inside the system

  • Health board

    Green, amber or red status for each financial domain, with a priority alert strip on top.

  • Findings with explanations

    Filterable, searchable findings explain what each problem means and who should fix it.

  • Monthly revenue ledger

    Earned, billed and paid by source, plus payouts, with drill-down to the underlying records.

  • 67 automated checks

    Checks are generated from code into database migrations and run on a schedule.

  • ⌘K global search

    Every ID resolves to a clickable name that opens a detail panel.

  • Quality guardrails

    Automated contrast checks for both themes and UI-guard tests keep the interface consistent.

How it works

From start to finish

  1. 01

    Scheduled checks scan billing and payment data.

  2. 02

    Results roll up into a health board by domain.

  3. 03

    The ledger shows the money flow month by month.

  4. 04

    Anyone can drill from a total down to the exact rows behind it.

Services behind this project

  • Custom Software & Web ApplicationsTeams whose processes have outgrown off-the-shelf tools.
  • AI & Business AutomationTeams that want AI to take on routine work safely, with clear review and visibility.

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