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FinTech · 2025

InvoiceFlow

Invoice and document workflow app with CRM OIDC login, in-browser PDF preview, uploads, and category management.

Client: Kenal Nepal Pvt. Ltd.Status: Completed

Overview

About this project

InvoiceFlow is a document workflow frontend delivered for Kenal Nepal Pvt. Ltd. Users sign in via CRM OIDC, browse invoice files by category, upload new documents, preview PDFs in-browser, and manage metadata without switching tools.

Screenshots

See the product in action

Key screens from InvoiceFlow with a short description of what each view does for users.

Document library

Screen 1

Document library

Searchable list of invoices and files with type filters, status badges, and actions for download, delete, and retry on failed uploads.

In-drawer PDF preview

Screen 2

In-drawer PDF preview

PDF.js canvas viewer opens inside a drawer so users can review documents inline while keeping the list visible on desktop and tablet.

Category management

Screen 3

Category management

Admin drawer to create, edit, and organize document categories used across uploads and browsing filters.

Challenge

Finance teams needed a secure way to browse, upload, and manage invoice documents without leaving the CRM ecosystem.

Solution

React + Vite frontend with OIDC auth, document CRUD, PDF canvas preview, and category drawers wired to a document API.

Results

  • CRM-integrated sign-in with token refresh
  • Upload, download, delete, and retry flows
  • In-drawer PDF and image preview

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