From Browser Tabs to One Fintech Control Hub: Finance Operations, Fully Rewired
About The Client
Germany's leading tax consulting group serving 300,000+ individuals and businesses.
The Challenge
The client struggled with scattered financial data, inconsistent tools, and lack of development direction. Internal systems ran on spreadsheets, browser tabs, isolated banking apps, and manual invoice uploads. With limited senior dev resources and mounting pressure from leadership, the client turned to Energma to move fast, lead the build, and ensure it could scale and stay maintainable by their internal team.
The Solution
In just three and a half months, working directly with stakeholders across tax, legal, and business teams, we:
- Assigned a dedicated team to lead execution
- Architected modular backend powered by microservices for long-term scale and team handoff
- Built native mobile and web app to access, manage, and automate business and tax workflows from anywhere
- Engineered feature-rich React library tailored for financial workflows: merging, calculations, reordering, splitting, and smart templating
- Connected all bank, receipt, and invoice flows into a seamless, self-contained ecosystem
- Standardized and automated preparatory accounting and corporate management
The Result
Post-launch, users saw a radical transformation in day-to-day operations:
- Real-time access to business and tax workflows from any device
- Accounting automated in seconds with camera-based receipt uploads
- Integrated banking removed manual payment matching and exports
- Centralized data across teams reduces back-and-forth and ends search fatigue
- Visual dashboard reveals income, liquidity, and expenses at a glance
- Internal dev team now confidently owns and extends a scalable system
- Data-driven decisions backed by accurate, always-on financial insight
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