Intelligent finance operations and workflow automation system
Client
Dkaj Tax
Year
2025
DKAJ Tax is a custom-built CRM and ERP ecosystem created to modernise financial operations and eliminate fragmented spreadsheet-based processes. The platform centralises client management, reporting, workflow automation, and operational tracking into a single scalable system tailored for finance teams. It includes secure client databases, automated reporting dashboards, workflow management tools, and internal operational modules that improve efficiency and visibility across the organisation. The main challenge was building a highly structured and scalable enterprise system capable of managing sensitive financial workflows while simplifying day-to-day operational complexity for staff and clients.
Scope of Work
CRM Platform
ERP System
Dashboard Design
Workflow Automation
Product Design
UX Research
Web App
