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Custom DevAccountingCRM

Tergo Business Suite

Professional services · Romania

Key outcomeFull accounting & CRM suite with SharePoint-connected invoicing
1 system
Replacing 4 disconnected tools
100%
Romanian fiscal compliance
0
Manual invoice formatting steps
The challenge

What needed
solving

Romanian professional services firms needed a unified system for billing hour tracking, client management, and invoice production compliant with local fiscal requirements. Existing tools were disconnected, required manual data transfer, and had no integration with Microsoft SharePoint where client files lived.

The solution

What we built

We built a full accounting and CRM suite tailored to the Romanian market. Users track billable hours per client and project, generate compliant invoices in one click, and sync all documents directly to SharePoint. The CRM layer manages client relationships, contacts, and deal history in the same interface.

Tech stack
Next.jsNode.jsPostgreSQLMicrosoft SharePoint APIMicrosoft Graph APIResendVercel
Sector
Custom Dev
Category
Custom DevAccountingCRM
Results

The numbers

Concrete, measurable outcomes delivered in production.

1 system
Replacing 4 disconnected tools
100%
Romanian fiscal compliance
0
Manual invoice formatting steps
How we work

From brief to production

01

Discovery & scoping

We map the problem, understand the existing stack, and write a fixed-price proposal. No surprises.

1–3 DAYS
02

Build & weekly demos

You see working software every week. Feedback is incorporated immediately — not at the end.

2–6 WEEKS
03

Testing & QA

Every integration is stress-tested before go-live. Edge cases handled, fallbacks in place.

3–5 DAYS
04

Go live & handover

Full documentation, team training, monitoring setup, and 30-day post-launch support.

1 WEEK

Build something similar?

Book a free 30-minute call. We'll assess your situation and tell you exactly what we'd build — and what it would cost.

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