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Client Engagement

Client-Side Profit & Loss Application

  • React
  • Next.js
  • Vercel

The problem

The client was tracking revenue and expenses by hand — written records with no running picture of the business. At the end of each month, someone had to manually total everything to work out whether they'd made a profit or a loss. It worked, but it was slow, error-prone, and told them nothing until the month was already over.

Decisions that mattered

Optimized for zero training time

The interface was built around one core loop: log an entry, watch the number move. No accounting jargon, no configuration screens, no step the client had to think twice about. If a feature required an explanation, it was cut or simplified until it didn't.

Real-time P&L, not month-end math

Instead of totaling figures manually at month close, the app calculates profit and loss continuously as entries are logged — so the client sees where they stand at any point, not just in arrears.

The outcome

Manual, handwritten logging was eliminated entirely. The client no longer spends time at month-end reconciling paper records — the number is already there. The time saved compounds every single month.