What the client needed
The partners wanted a clear, shared record of capital, expenses and transfers for every project, with each partner able to see their own position.
Partner contributions, project expenses and transfers were tracked in different files, which made month end reconciliation slow and left room for questions between partners.
What we built
- A ledger with filters, sticky headers and pagination
- Project dashboards for every site
- Partner detail pages with transfers
- An audit log and security controls
How we solved it
We built and signed off each screen with the partners one at a time, so the ledger matched exactly how they already thought about their accounts.
Every screen was designed and approved one at a time, from the overview and ledger to project dashboards and partner pages. Security, filters and an audit trail were built in so the records stay accurate and trusted.
The outcome
Every entry, project and partner balance sits in one place, and every change is recorded for full transparency.
The partners share one source of truth for capital and spending across all projects, and month end now takes minutes instead of days.
