FinTrack Pro
Confidential Proposal REF: FTP-2026-033
Software Development Proposal · 2025

Project Finance
Tracker

A bespoke web application that replaces spreadsheet chaos with real-time financial clarity — built precisely for the way your team works.

₹85,000
Total Investment
15–30
Days Delivery
12 mo
Free Support
0
Spreadsheets
Scroll to explore
01 — The Problem

Your finances are trapped
in spreadsheets.

Every manager has a different file. Reports arrive hours late. Payment deadlines slip — and management is always last to know.

Version Chaos

Multiple Excel files flying in email threads. No single source of truth. Decisions made on stale data.

Missed Deadlines

Payment due dates buried in rows and columns. No alerts — teams scramble at month-end to reconcile overdue invoices.

Zero Visibility

Management has no live view of cash flow, budget utilisation, or payment status without chasing reports.

Management should spend time making decisions — not hunting for spreadsheet versions or chasing finance updates via WhatsApp.

02 — The Solution

One dashboard.
Total clarity.

A custom-built web application designed around your team's exact financial workflow — modern, fast, and completely Excel-free.

Finance Tracker · Dashboard
Total Budget
₹48.5L
● On track
Received
₹32.2L
66% collected
Overdue
₹4.8L
3 invoices
Due in 30d
₹11.5L
2 upcoming
Payment Timeline — Q1 2025View all →
Advance (30%)
Received
Milestone 1
Received
Milestone 2
Pending
Retention
Due Mar

Visual Finance Timeline

Interactive timeline showing every payment event. Understand 6 months of project finance in under 3 minutes.

Smart Payment Alerts

Auto-reminders for upcoming dues and overdue invoices — before they become expensive problems.

Multi-Project Overview

Roll-up dashboard — budget vs actual, cash flow health, risk signals across all active projects.

Payment Terms Engine

Custom NET-30, milestone, or retention terms. Auto-calculates due dates and outstanding balances.

Role-Based Access

Finance, PM, and management each see exactly what they need. Protected by enterprise permission layers.

One-Click Reports

Cash flow, budget variance, payment aging, project P&L — exportable for any management review.

03 — Pricing Breakdown

Exactly what you're
paying for.

Every rupee accounted for. Market rates shown alongside your package price so you can see the real value you're receiving.

Deliverable Scope / Details Market Rate Your Price
Design
UI/UX Design — All ScreensDashboard, timeline, project detail, reports, admin, login, mobile views 12–15 screens · Figma handoff · Style guide ₹18,000 Included
5× Design Revision RoundsEach round covers colour, layout, typography, data visualisation changes Typically ₹3,000–5,000 per round ₹20,000 Included
Responsive Mobile DesignFull mobile-first layout for all screens Separate mobile views designed ₹6,000 Included
Development
Frontend DevelopmentReact / Next.js · All dashboard views, timeline component, reports ~80 development hours ₹24,000 Included
Backend API & DatabaseNode.js / REST API · PostgreSQL · Authentication · Role-based access ~60 development hours ₹18,000 Included
Payment Terms EngineCustom NET-30, milestone, retention logic · Auto due-date calculation Complex business logic module ₹8,000 Included
Notification & Alert SystemEmail + in-app alerts for payment dues, overdue invoices, budget thresholds SMTP integration · Alert rules engine ₹5,000 Included
2× Major Workflow ChangesBusiness logic or workflow restructuring during development Typically ₹5,000–8,000 each ₹14,000 Included
Deployment & Infrastructure
Deployment on Your InfrastructureServer setup, CI/CD pipeline, environment configuration DevOps setup + SSL + domain config ₹5,000 Included
Security HardeningInput validation, SQL injection prevention, rate limiting, encrypted storage Security audit + implementation ₹6,000 Included
Post-Launch Support
AMC — Annual Maintenance Contract (Year 1)Monitoring, dependency updates, uptime checks, minor enhancements Standard industry rate ₹10,000 FREE
6-Month Bug FixingAll post-launch bugs resolved within 48 hours, no questions asked Priority support contract ₹8,000 FREE
5× Future Feature UpgradesNew modules, reports, or workflow additions post-launch ₹3,000–6,000 per feature typically ₹20,000 FREE
Security Maintenance (12 months)Monthly vulnerability scans, patch updates, dependency audits Ongoing security monitoring ₹6,000 FREE
Training & Documentation
End-to-End Team TrainingLive sessions for all roles · Recorded video walkthrough library · Q&A 2 live sessions + recordings ₹8,000 Included
Technical DocumentationSystem architecture, API docs, admin guide for your internal IT team Full documentation package ₹4,000 Included
Data Migration from ExcelImport all existing project finance data — no starting from scratch Data mapping + import scripts ₹4,000 Included
Total Market Value of Everything Included ₹1,84,000
Free value (AMC + Bug Fixing + Features + Security Maintenance) −₹44,000
Your All-Inclusive Project PriceOne-time · No monthly fees · No hidden costs ₹85,000
You save ₹99,000 vs. market rate
That's 54% off the combined market value of every deliverable in this package.
No recurring licence fees
Own your software outright. Forever.
04 — Payment Terms

Simple, milestone-based
payment structure.

You pay as milestones are achieved — not upfront. This aligns our incentives: we deliver to unlock the next payment.

Milestone Trigger Condition Timing Amount Cumulative
1 — Project KickoffWork begins immediately upon receipt Signed agreement + payment received Day 0 ₹25,500 30% ₹25,500
2 — Design ApprovalAll screens signed off, development begins Client approves final high-fidelity designs Day 5–7 ₹25,500 30% ₹51,000
3 — Staging DeliveryComplete system ready on staging server Working application delivered for client testing Day 20–22 ₹25,500 30% ₹76,500
4 — Go LiveProduction deployment + training complete Live on your infrastructure, team trained Day 28–30 ₹8,500 10% ₹85,000
Accepted Payment Methods

Bank transfer (NEFT/RTGS) · UPI · Cheque (at par). GST invoice provided for all payments. TDS deduction certificate accepted.

Invoice & GST

GST-compliant invoice raised at each milestone. All invoices due within 7 days of milestone delivery. Late payment: 1.5% per month.

05 — Revision Guidelines

Clear boundaries.
No surprises.

Your package includes generous revision allowances. This table defines exactly what's covered, what triggers a discussion, and what falls outside scope.

Category What's Covered (Included Free) What Needs Discussion Allowance
Design Revisions Colour palette, font changes, layout adjustments, icon swaps, spacing, component styling, dashboard widget rearrangement Complete redesign of a screen from scratch after approval, adding entirely new pages not in scope 5 Rounds
Workflow Changes Restructuring navigation flow, changing how data is grouped or displayed, altering user role logic, modifying approval chains Introducing a fundamentally different business process not discussed in discovery 2 Major
Content Changes Labels, headings, field names, placeholder text, email templates, report column names Translating the application into a new language Unlimited
Bug Fixes Any feature not working as specified in the approved design. Data not displaying correctly. Performance issues under normal load. Bugs caused by third-party services or client infrastructure changes 6 Months Free
Feature Upgrades New modules (e.g., vendor management, invoice generation, export formats), new report types, new dashboard widgets, new notification rules Third-party integrations requiring paid API licences 5× Free
Data Changes Correcting imported data, adding new project data, adjusting field mappings post-migration Migrating data from a third system not discussed (e.g., ERP exports) During Migration
How Revisions Work
Step 1 — Request

Submit your revision list via email or shared doc. Batch all changes from a single review — one document, one round.

Step 2 — Confirm

We confirm scope within 24 hours and schedule the round. Minor revisions turned around in 1–2 working days.

Step 3 — Approve

You review the updated version and confirm approval. Sign-off in writing (email) advances to the next phase.

06 — Project Terms

Terms that protect
both parties.

Transparent conditions that ensure a smooth engagement. Click any section to expand.

Project Timeline & Delays
The project is scoped for 15–30 working days. Timeline begins from the date of Kickoff payment receipt. Client-side delays (late approvals, delayed feedback, delayed content) will extend the timeline proportionally — we will notify in writing within 24 hours of any delay. We commit to 48-hour turnaround on all feedback rounds. Force majeure events will be communicated promptly with a revised timeline.
Intellectual Property & Ownership
Upon receipt of the final (4th) milestone payment, full ownership of the codebase, design assets, and documentation transfers to the client. This includes all source code, database schemas, Figma files, and documentation. We retain no licence over the delivered product. Open-source libraries used will be documented with their respective licences. We do not repurpose or resell your codebase.
Confidentiality & Data Security
All client data, business information, financial records, and project details shared during this engagement are treated as strictly confidential. We sign an NDA on request. Financial data used in development and testing uses anonymised/dummy datasets. Production data is accessed only by authorised personnel for deployment purposes. We do not store, analyse, or share your data with any third party.
Cancellation & Refund Policy
Milestone 1 (Kickoff 30%): Non-refundable after work has commenced (covers discovery and planning). Milestone 2 (Design 30%): If cancelled before development begins, 50% of Milestone 2 is refunded. Post-development cancellation: All completed work is delivered to client as-is; no further payment is due for incomplete milestones. We aim for mutual satisfaction and will always discuss solutions before escalating to formal processes.
Scope & Out-of-Scope Work
This proposal covers everything explicitly listed in the Deliverables and Pricing Breakdown sections. Any request materially beyond agreed scope will be estimated separately and presented as a formal change order with cost and timeline impact before any work begins. You will never be surprised by an unexpected invoice. Third-party software licences (e.g., cloud storage, SMS gateway, ERP APIs) are not included and will be the client's cost if required.
Support, AMC & After Year 1
Year 1 AMC is included free (valued at ₹10,000). From Year 2 onwards, AMC is available at ₹10,000/year — covering monitoring, security patches, dependency updates, and up to 4 hours of minor enhancements per quarter. Bug fixing post the 6-month free window is billed at ₹800/hour. Feature upgrades post the 5 free upgrades are quoted per scope. You are under no obligation to renew — the software runs independently without any support contract.
Client Responsibilities
For smooth delivery, the client agrees to: (1) Provide a single point of contact with decision-making authority, (2) Respond to feedback requests within 3 working days, (3) Provide server access credentials within 2 days of Go Live milestone payment, (4) Provide existing Excel files and data at the start of the migration phase, (5) Arrange availability of 3–5 team members for the training sessions. Delays in any of the above extend the timeline proportionally.
07 — Project Timeline

15 to 30 days.
Your pace.

Delivery adapts to your feedback cycles and business rhythm — faster with quick approvals, thorough with detailed reviews.

Days 1–2

Discovery & Architecture

Kickoff

Deep-dive session to map workflows, payment structures, and data. Architecture and wireframes designed — your sign-off before any code is written.

Days 3–5

UI/UX Design

Design

High-fidelity designs for every screen. First revision round here — you see the complete interface before a single line of code is written.

Days 6–18

Development & Build

Core Build

Full-stack development — frontend, backend, database, notifications, and reporting. Daily progress updates via shared preview link.

Days 19–24

Testing & Client Feedback

QA + Review

Rigorous quality testing across browsers and devices. Full staging access for your team to test with real data. Remaining revisions applied here.

Days 25–30

Launch & Training

Go Live

Deployment to your infrastructure, Excel data migration, live training sessions for all roles, and full documentation handover.

08 — Case Studies

Similar problems
we've already solved.

Three recent projects where we built custom finance and operations tools for teams that were drowning in spreadsheets.

Construction Firm 2024

Multi-Site Project Budget Tracker

A mid-sized construction company managing 12 concurrent sites had 6 different Excel templates across 4 project managers — none reconciling correctly.

87%Time saved on reporting
22 daysDelivered on time
What We Built
  • Live budget vs. actual dashboard per site and across all sites
  • Vendor payment tracking with NET-30 and retention terms
  • Weekly automated finance summary email to directors
  • Imported 3 years of historical project data from Excel

"The first week alone we caught two overdue vendor payments totalling ₹6.4L that would have incurred penalties. The system paid for itself immediately."

— Director of Finance
IT Services Company 2024

Client Invoice & Revenue Dashboard

An IT services firm with 40+ active client engagements was manually tracking invoices, payment receipts, and outstanding amounts using Excel macros that frequently broke.

₹18LRecovered overdue revenue
18 daysFrom kickoff to live
What We Built
  • Invoice generation and payment tracking per client
  • Ageing report — 30/60/90+ day overdue buckets
  • Automated payment reminder emails to clients
  • Monthly revenue forecasting based on scheduled invoices

"In the first month, our accounts team identified ₹18L in outstanding invoices older than 90 days. We collected ₹14L within 45 days just by following the system's alerts."

— Managing Director
Infrastructure Developer 2025

Government Project Finance Portal

A real estate developer managing government-contract projects needed a compliance-ready portal to track retention payments, milestone billing, and certified variations.

100%Audit-ready reports
28 daysComplex build delivered
What We Built
  • Retention tracking with automatic release scheduling
  • Variation order log with approval workflow
  • Multi-level access: site engineers, finance, directors, auditors
  • Audit trail on every financial entry with timestamps

"Our statutory audit this year took 3 days instead of 3 weeks. Every record, every change, every approval — all there. The auditors were genuinely impressed."

— CFO
09 — Client Testimonials

Heard directly from
people like you.

"We went from 14 different Excel files across our project team to one screen that shows everything. The onboarding took one afternoon and the team was fully independent by Day 2. The training videos alone were worth the investment."

RK
Rajesh Kumar
Project Director · Real Estate Developer

"I was sceptical that a custom tool built in 3 weeks would be better than what we'd been using for 5 years. I was wrong. The payment timeline view alone has changed how we run our finance review meetings. Management asks for it in every meeting now."

SP
Sunita Patel
CFO · Infrastructure Services

"The revision process was completely transparent. Every change was logged, every approval noted. We used 4 of our 5 design revision rounds and each turnaround was done within 36 hours. The final product looked exactly like what we imagined."

AM
Amit Mehta
Head of Operations · IT Services Firm
VN

"What struck me most was the milestone-based payment structure. It showed they were confident in what they were building. Every milestone delivered on time — Design approval on Day 5, staging on Day 21, live on Day 26. We used all 5 future upgrades over the following 8 months and each one was handled within 5 working days. It's been 14 months and we haven't touched Excel once."

Vikram Nair
Managing Partner · Construction & Development Group · Mumbai
10 — Investment Summary

Clear pricing.
Total value.

Complete Package · All-Inclusive
₹85,000
One-time · No monthly fees · No hidden costs · Market value ₹1,84,000
Development
Custom Build
Full-stack, end-to-end
Design
5 Revisions
Custom-branded UI
AMC Year 1
₹10,000 Free
Worth ₹10K included
Upgrades
5× Free
Future-proof platform
6-Month Bug Fixing
Security Maintenance
Team Training
Data Migration
Your Infrastructure
11 — Next Steps

Ready to build the finance tool
your team deserves?

No more spreadsheet chaos. No more missed deadlines. No more management flying blind. Clear, real-time financial intelligence — built exactly for how your business works.

To get started:
1Review and sign the proposal agreement
2Transfer Milestone 1 payment (₹25,500 — 30%)
3Schedule your discovery call — we begin within 24 hours
Get in Touch or call us to discuss your project
Total Cost
₹85,000
Timeline
15–30 Days
Kickoff Payment
₹25,500
Proposal valid for 30 days from date of issue. Strictly Confidential · REF: FTP-2026-033