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FinTech

Smebiz

Cash flow tracking app that syncs with bank and credit card accounts for complete financial overview.

TimelineSince 2019
Team11 people
StackNode.js · React · PostgreSQL
ServicesFull-stack development
The challenge

What we solved.

Smebiz needed to turn raw banking data into actionable financial insights for small business owners who aren't accountants. The challenge was syncing with multiple bank and credit card APIs, normalizing transaction data across different formats, and presenting it in visualizations that make cash flow patterns immediately obvious. We built interactive charts and graphs with React, implemented smart transaction categorization and grouping, created monthly and quarterly P&L reports that generate automatically, and set up daily email summaries. The Node.js backend handles bank API synchronization while PostgreSQL manages the financial data with full audit trails.

Impact

Measurable results.

11
Team size
2019
Year started
4.9/5
Client satisfaction

Our users love the cash flow dashboards. Kozak turned complex financial data into visualizations that small business owners actually understand and act on.

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