Document Review Application

The Challenge

Advisory boards needed to review hundreds of invoices and financial documents annually. The process involved sending physical folders or unsecured emails, which was slow and risky.

The Solution

We built a secure web portal where documents are digitized and made available for review.

Key Features

• Secure Viewer: View sensitive documents directly in the browser without downloading them.
• Annotation Tools: Highlight text and add comments directly on the document.
• ERP Sync: Automatically pulls invoice data and status from the company's ERP system.
• Audit Trail: Logs every view and approval action for compliance.

The Results

• Increased Security: No more sensitive data sent via email.
• Faster Approvals: Review cycles reduced from weeks to days.
• Transparency: Full visibility into who has reviewed what.

Technologies Used

To ensure scalability and security, we built this project using a modern tech stack:

• Frontend: Vue.js for a responsive UI
• Backend: Python and Django for robust logic
• Database: PostgreSQL for structured data integrity

Facing a similar challenge? Contact us to discuss your project