Patterson Accounting

Overview

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.

The Problem

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.

The Solution

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.

Key Features

• 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

Tech Stack

Multi-tenant architecture built on React with Lovable, Supabase (Postgres with row-level security per client), and Stripe for payments. Each tenant'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-tenant.

Status

Live in production at pattersonaccounting.app, currently showing $47.2K invoiced YTD, a 94% collection rate, and <3 days average payment time. Access is invite-only — included with engagements at Patterson Financial Solutions. No public signup, no trial.