Web App Development
Charles The App
Charles is a finance automation tool that connects payment processors with QuickBooks to intelligently match deposits and streamline manual reconciliation tasks for businesses.
Project Overview
The project centered around building a SaaS platform tailored for finance teams and business owners to eliminate the manual effort involved in reconciling deposits. Charles allows users to securely connect their payment processors such as Stripe or Authorize.net with their QuickBooks account. Once integrated, the platform uses an intelligent matching algorithm to automatically pair deposits from processors with corresponding QuickBooks entries.
Users can review, adjust, and confirm these matches through a clean and intuitive dashboard, significantly cutting down the time and errors involved in reconciliation. The core development included secure API integrations, automated transaction mapping, review workflows, and a scalable backend to support multiple accounts and users.
Features
- Secure API Integration with QuickBooks & Payment Gateways
- Automated Deposit Matching Algorithm
- Manual Adjustment & Approval Interface
- Multi-Processor Support (Stripe, Authorize.net, etc.)
Outcome
This project resulted in a fully functional, secure, and scalable financial automation platform that drastically reduces the manual workload of reconciliation for businesses. By leveraging API integrations with major processors and QuickBooks, Charles enables real-time deposit matching, accurate transaction handling, and a clear, user-friendly dashboard. The outcome was a significant improvement in operational efficiency, reduced errors, and saved hours of manual effort weekly for clients who adopted the platform.
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