SaaS & business tools
FactReadyX — Firm management SaaS
Design and development of a SaaS platform for firms to centralize client management and business workflows.
01 / The work
What was built
- ↗Firm and client management
- ↗Secure invitations
- ↗Excel import
- ↗Checklists and scoring
- ↗PDF generation
- ↗Archiving, restore and transactional email
02 / Business context
Preparing firms for electronic invoicing
Xoraql presents FactReadyX as an internal B2B SaaS that helps accounting firms prepare their clients for electronic invoicing. The product website describes a single space for centralizing each client’s diagnosis, required actions and progress tracking.
03 / Solution
A workflow shared by the firm and its clients
The firm runs the diagnosis, tracks actions in a checklist, then invites each client to complete or update their information. A PDF report summarizes the diagnosis, score and actions; the Codeur.com listing also mentions Excel import, archiving, restoration and transactional emails.
04 / Reported project scope
From design through production
The listing says Xoraql handled the platform’s design and development through production.
05 / Technologies listed
Technologies named in the public listing
The technologies shown below are those named in Xoraql’s public Codeur.com listing.
06 / Technologies