All work

FINCA / FULL-STACK PRODUCT / DOCUMENT WORKFLOWS

Prototype

Finca

Getting receipts ready for tax time.

A tax-preparation prototype that extracts receipt details and lets you check them before using them in a calculation.

System overview: Receipt capture to Line-item extraction to Work-use review to Preparation summary.
System overview of Finca’s prototype receipt-review workflow.View full image ↗

MY CONTRIBUTION

Full-stack and mobile development

HIGHLIGHT

Capture → extraction → review → summary

TOOLS & METHODS

Web · Expo · Document extraction · Rules engine · Review workflows

01 / THE PROBLEM

The problem.

Financial records are often scattered across receipts and spreadsheets. Making the information usable requires both extraction and a way to check what the software has inferred.

02 / MY CONTRIBUTION

What I worked on.

  1. 01

    Built receipt capture and extraction flows across web and mobile.

  2. 02

    Implemented work-use review, capital-gains import and an explainable calculation summary.

  3. 03

    Added an agent review queue so exceptions and uncertain information can be checked.

03 / PROGRESS & RESULTS

Where it stands.

The prototype supports receipt capture, extraction and review. It does not lodge tax returns, and its calculations need professional review.

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