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Finance & Industry

Financi - Financial Management for Israeli Businesses

A SaaS system for managing invoices, expenses, cash flow, and tax reporting - built for Israeli regulations including VAT, digital invoicing, and bank integration.

Financial management for Israel
app.financi.io/dashboard
Financi - Financial Management for Israeli Businesses - Dashboard

Dashboard

PROJECT OVERVIEW

Project Overview

CLIENT

Israeli SMB Market

TIMELINE

14 weeks

ROLE

Full-Stack Architect

Israeli business owners were stuck with either international tools that don't understand local tax rules or outdated local software. I built Financi - a modern financial management platform purpose-built for Israeli businesses, handling invoicing, expenses, cash flow, and tax reporting with full VAT compliance and Hebrew interface.

THE CHALLENGE

The Challenge

Localization

The platform must work natively in Hebrew (right-to-left), use Israeli date formats, shekel currency, and follow local business conventions.

Tax Compliance

Israeli VAT rules are specific and frequently updated - the system must handle tax authority reporting requirements and digital invoice regulations correctly.

Multi-Tenancy

Each business needs its own isolated environment with configurable tax settings, reporting periods, and financial preferences.

Banking

Business owners need to import transactions from Israeli banks and reconcile them against invoices and expenses automatically.

THE SOLUTION

The Solution

A complete financial management platform built specifically for Israeli businesses - handling day-to-day invoicing and expenses, automating tax compliance, and giving business owners a clear picture of their financial health.

INVOICING

Tax-Compliant Invoicing

Generate invoices that meet Israeli tax authority requirements automatically - VAT calculated correctly, digital signatures included, and records stored for audit.

EXPENSES

Expense Tracking & Matching

Scan receipts, categorize expenses, and automatically match them against bank transactions - no more manual reconciliation at month-end.

TAX

Automated Tax Reporting

VAT reports, annual tax summaries, and submissions to the Israeli tax authority generated automatically from your financial data - saving hours of accountant time.

DASHBOARD

Financial Health Dashboard

See your P&L, cash flow projections, and key financial indicators in real time - all in a native Hebrew interface designed for Israeli business owners.

TECH STACK

Technology Stack

Backend

NestJS 11TypeScriptPostgreSQL 16MongoDBDrizzle ORM

Frontend

React 19ViteTailwind CSS

Infrastructure

Google Cloud StorageRedisDocker
RESULTS

Results

0%

Tax compliant

RTL

Full Hebrew support

<0s

Report generation

0+

Business tenants

NEXT STEPS

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Financi - Financial Management for Israeli Businesses | Client Success Story - CoreSysLab