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Financial Analytics & Invoice Automation Platform

Role System Designer & Developer
Stack
  • MySQL
  • PHP

A side project built alongside a client’s existing HELIX finance system — not a replacement for it, but a layer built on top that turns HELIX’s own data exports into something genuinely useful to look at and act on, rather than a static report nobody opens twice.

  • A fully dynamic analytics dashboard, in the spirit of Power BI, built directly from HELIX exports — letting the client explore and slice their own financial data instead of reading a fixed report format.
  • Automated unpaid-invoice reminders — clients with outstanding invoices get an automatic email chasing payment, instead of a staff member manually tracking who still owes what.
  • A warranties module tracking which clients hold which warranties and when they were issued, kept alongside the financial data rather than in a separate spreadsheet.

The pattern behind it is a common one: the client’s main software handled the transactions but wasn’t built to answer real questions with that data, so a companion system was built specifically to close that gap.