Company Secretary

Company Secretary

Company Secretary is a business management app that streamlines invoice processing and payment workflows. Admins can create and approve invoices, while company secretaries handle payments, ensuring smooth, transparent, and efficient financial operations within the organization.

Company Secretary is a business management app that streamlines invoice processing and payment workflows. Admins can create and approve invoices, while company secretaries handle payments, ensuring smooth, transparent, and efficient financial operations within the organization.

Category

May 15, 2024

Business administration

Business administration

Services

May 15, 2024

Payment management

Payment management

Client

May 15, 2024

Cardinalstone Partners

Cardinalstone Partners

Year

May 15, 2024

2024-2025

2024-2025

Company Secretary

Streamlining invoice approvals and payments with clarity and control

🌍 Overview

Company Secretary is a business management app that simplifies invoice processing and payment workflows within organizations. The platform enables admins to create, manage, and approve invoices, while company secretaries handle payments, ensuring smooth, transparent, and accountable financial operations.

Its goal is to automate the connection between administrative approval and financial execution, reducing manual work, errors, and delays in company payment processes.

👩🏽‍🤝‍👨🏾 Target Users

Corporate Secretaries: Handle company payments and ensure financial compliance.
Administrators: Create and approve invoices for company expenses or client transactions.
Finance Teams: Monitor invoices, payments, and generate financial reports.
SMEs & Enterprises: Businesses seeking an organized and efficient invoice management system.

🔐 Key Features

Dashboard

  • Unified overview of customers, invoices, requests, and payments.

  • Quick summaries of pending approvals and completed payments.

Invoices

  • Admins create, approve, and manage invoices.

  • Lifecycle tracking from creation to payment confirmation.

Payments

  • Secretaries process payments for approved invoices.

  • Record payment details and automatically update statuses.

Requests

  • Track service or payment-related requests between admin and secretary.

  • Maintain a clear audit trail of financial approvals.

Customers

  • Manage client information and transaction history.

  • Link invoices and payments to specific customer records.

Reports

  • Generate and export detailed financial summaries and performance reports.

Unique Value Proposition (UVP)

Company Secretary bridges the gap between invoice creation and payment execution, giving organizations a structured, transparent workflow that reduces delays, prevents miscommunication, and improves overall financial accountability.

⚙️ Tech Stack

Frontend: React.js, Tanstack Query, Tailwind CSS, Context API

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