Shelvi Financial Services
Receipt & Collection Tracker for a Finance Firm
The Problem
Collections were tracked across spreadsheets and paper receipts — no single view of who paid, how much, by which mode, or how monthly totals were trending across clients.
The Solution
Built a purpose-built income and receipt tracker: a live financial dashboard, per-party ledgers, quick receipt entry, payment-mode breakdown, and reports — modelled on the firm’s actual collection workflow, INR-first throughout.
Tech Stack
What We Built
Financial overview dashboard — monthly collections, today’s total, active parties, transaction count
Receipt entry with party, purpose, amount, and payment mode (UPI / NEFT / Bank / Cash / Cheque)
Per-party ledgers with full receipt history
Payment-mode split and six-month collection trend charts
Role-based access for admin and staff users
Reports view for period-wise collection summaries
The Result
Delivered a production-ready collection tracker tailored to the firm’s workflow, replacing manual spreadsheets with a single live dashboard.
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