Consulting for a FinTech SaaS product
ClearFacts is a software product that improves the cooperation between accountants and their clients. As a fast growing company they needed help in maintaining their codebase and developing new exciting features for their customers. Syntactful provided these services during a long-term consulting contract.
Project Details
Project overview
When we started working with ClearFacts the number of active users of their software was somewhere around 25 000. When we finished this number had grown to nearly 50 000. This rapid growth came with a number of challenges. There is the constant need for new and exciting features to satisfy customer demand and keep up with competition. The high traffic also demands constant code improvements to existing features to make sure everything runs as smoothly as possible and without affecting the user experience. During our time with ClearFacts we helped with code maintenance and refactoring, development of new features and reviews of the technical roadmap.
Features and Microservices
We were part of various big new features developed during our time working with ClearFacts. Many of which were created as microservices to keep the codebase maintainable and easy to navigate. Most of these microservices were created as Front-End React applications integrated with the main codebase through their own dedicated API's.
Some of these features and microservices include:
- A chat module for easy communication between accountant and client
- A document preview
- A payment module with multiple payment options for invoices
- A personal income tax module
Integration with a popular CRM tool
To satisfy customer demand ClearFacts integrates with multiple other software products. One of which is Teamleader, a popular CRM product. We helped set up this integration and maintained it during our time working with ClearFacts. Every night, invoices created in Teamleader are fetched and sent to ClearFacts. Additionally, every night the payment status for every synchronised invoice is checked in ClearFacts and updated in Teamleader accordingly. This makes the whole process streamlined and easy for users who work with both products.