Patterson Accounting

Patterson Accounting is a full business finance management platform built for the bookkeeping and fractional CFO clients of Patterson Financial Solutions. Each client gets their own login and isolated workspace to track expenses, send invoices, manage transactions, and see their numbers in real time — without touching anyone else's data.

Bookkeeping and fractional CFO clients live in spreadsheets, email receipts, and quarterly catch-ups. They never see their numbers in real time, have no clean way to capture expenses as they happen, and chase invoices through Word docs and bank apps. The bookkeeper ends up reconstructing the month from screenshots.

A single platform where the bookkeeper and the client share the same source of truth. Clients log expenses and upload receipts the moment they happen, send Stripe-powered invoices in seconds, and see live KPIs on a dashboard. Patterson Financial Solutions works from the same data on the admin side — no reconciling, no end-of-month panic.

• Expense tracking — log expenses by category, attach receipts (JPG/PNG/PDF), flag as reimbursable or tax-deductible, export to CSV/PDF
• Professional invoicing — auto-numbered invoices with Stripe payment processing, status tracking (Paid/Pending/Overdue), and alerts for upcoming due dates
• Financial dashboard — real-time KPIs for income, expenses, net income, and outstanding invoices, plus Income vs Expenses, Expense by Category, and Monthly Spending Trend charts
• Client portal — each client gets their own login to track expenses, view transactions, upload documents, and see their financial summary without touching admin data
• Bank imports — bring in transactions via CSV or bank statements to cut manual entry
• Financial reports — per-client expense reports, transaction summaries, profitability and cash flow insights with date-range filtering
• On the App Store — the native iPhone app with the same expenses, invoices, and dashboard, plus Sign in with Apple and a Pro subscription

Built on React and TypeScript with Supabase (Postgres with row-level security per client) and Stripe for payments. Each client's data is isolated at the database level, so one client can never see another's invoices, expenses, or transactions. Receipt and document uploads are scoped per client. The iPhone app is native Swift on the same backend, with in-app subscriptions through the App Store.

Live in production at pattersonaccounting.app, and on the App Store as a native iPhone app.