Enterprise Sales & Finance SaaS

Executive Summary

Enterprise Sales & Finance SaaS is a production multi-tenant platform that replaced complex Excel workflows for a USA-based business. I took complete end-to-end ownership of this system - from initial requirements gathering to production deployment and ongoing maintenance. The platform handles real business operations including sales rep tracking, vendor management, commission calculations, holdbacks, payouts, and financial reporting across multiple companies with strict role-based access controls.

The Business Problem

Why This System Exists

A USA-based business was struggling with complex Excel workflows that couldn't scale with their growing operations. They needed a production-ready platform that could handle real business operations without manual intervention:

• Complex Excel spreadsheets for tracking sales reps, vendors, and commissions
• Manual calculation of holdbacks, payouts, and financial reporting
• No role-based access control - everyone could see everything
• Error-prone manual data entry and formula management
• No audit trail for financial transactions and changes
• Inability to handle multiple companies in a single system
• Time-consuming monthly reporting and reconciliation processes

My Ownership & Responsibilities

I was responsible for complete end-to-end product ownership, including:

• Requirements Analysis: Understanding complex business workflows and Excel replacement needs
• System Architecture: Designing multi-tenant SaaS architecture with role-based access
• Frontend Development: React/Next.js application with responsive design and intuitive UX
• Backend Development: Supabase integration with PostgreSQL database design
• Authentication System: Secure account claiming flows and role-based permissions
• Financial Logic: Complex commission calculations, holdbacks, and payout algorithms
• Reporting System: Real-time dashboards and audit-ready financial reports
• Production Deployment: Live system handling real business operations
• Ongoing Maintenance: Bug fixes, feature enhancements, and system stability

Real Problems I Solved

Excel Workflow Replacement

Problem: Business was using complex Excel spreadsheets with intricate formulas for tracking sales reps, vendors, commissions, holdbacks, and payouts. Manual processes were error-prone and couldn't scale.

My Solution: Built a complete web-based replacement with automated calculations, real-time updates, and audit trails. Replicated all Excel functionality while adding role-based access, multi-company support, and automated reporting. System now handles all calculations automatically with zero manual intervention.

Multi-Tenant Architecture Challenge

Problem: Business needed to manage multiple companies within a single system while maintaining complete data isolation and different permission structures for each company.

My Solution: Designed and implemented a robust multi-tenant architecture using PostgreSQL with proper data isolation. Each company operates independently with its own users, data, and permissions while sharing the same codebase and infrastructure.

Complex Financial Calculations

Problem: The system needed to handle complex commission structures, holdback calculations, payout schedules, and financial reporting with complete accuracy and auditability.

My Solution: Implemented sophisticated financial calculation engines with proper rounding, decimal precision, and audit trails. All calculations are logged and traceable, providing complete transparency for financial operations and compliance requirements.

Account Claiming & Security

Problem: Business needed a secure way for existing users to claim their accounts when transitioning from Excel to the new system, while maintaining proper access controls.

My Solution: Developed a secure account claiming flow that allows users to verify their identity and claim pre-created accounts. Implemented role-based permissions ensuring Admin, Accounting, and Sales users only see appropriate data and functions.

Technology Stack

System Architecture

Multi-Tenant SaaS Architecture

┌─────────────────────────────────────────────────────────────┐
│                    Frontend Layer                           │
│  ┌─────────────────┐  ┌─────────────────┐  ┌─────────────────┐ │
│  │   Admin Panel   │  │  Accounting UI  │  │   Sales Portal  │ │
│  │   (React/Next)  │  │  (React/Next)   │  │   (React/Next)  │ │
│  └─────────────────┘  └─────────────────┘  └─────────────────┘ │
└─────────────────────────────────────────────────────────────┘
                                │
                    ┌─────────────────┐
                    │   Supabase      │
                    │   Edge API      │
                    └─────────────────┘
                                │
         ┌──────────────────────┼──────────────────────┐
         │                      │                      │
┌─────────────────┐    ┌─────────────────┐    ┌─────────────────┐
│   PostgreSQL    │    │   Row Level     │    │   Real-time     │
│   Database      │    │   Security      │    │   Subscriptions │
│   (Multi-tenant)│    │   (RLS)         │    │   (Live Updates)│
└─────────────────┘    └─────────────────┘    └─────────────────┘
        

Database Design

The system implements a sophisticated multi-tenant database design with proper data isolation:

• Companies Table: Multi-tenant isolation with company-specific data
• Users & Roles: Role-based access control (Admin, Accounting, Sales)
• Sales Representatives: Complete sales rep management and tracking
• Vendors & Products: Vendor management with product associations
• Commissions & Payouts: Complex financial calculation tables
• Audit Logs: Complete audit trail for all financial transactions
• Reporting Views: Optimized database views for real-time reporting

Key Features Delivered

Business Impact & Results

Immediate Business Results

Technical Achievements

• Production Stability: Zero critical issues since launch
• Performance: Sub-second response times for all calculations
• Security: Robust multi-tenant security with zero data breaches
• Scalability: Architecture ready for additional companies and users
• Maintainability: Clean TypeScript codebase enabling rapid feature additions
• User Experience: Intuitive interface requiring minimal training

Client Feedback

"Appreciate you — keep doing good work." — USA-based SaaS Founder

This feedback demonstrates the client's satisfaction with both the technical delivery and the ongoing professional relationship. The platform has become an essential part of their business operations.

How I Work

This project demonstrates my approach to building production systems:

• Ask clarifying questions early to understand complex business workflows
• Ship in small, testable iterations to validate functionality incrementally
• Prioritize data accuracy and security for financial applications
• Communicate clearly during development to ensure requirements alignment
• Take ownership of the entire product from conception to production maintenance