An onboarding portal for new corporate clients that integrates accounting data validation and initial electronic invoicing setup.
Each new client required up to three weeks of email exchanges and spreadsheets to define their invoicing rules, product catalogs, and cost center structure. The manual process generated configuration errors that delayed the first issuance of tax documents.
We designed a guided onboarding flow with sequential steps: company registration, product catalog upload, tax definition, invoicing series configuration, and accounting account linking. Each step validates the data against the database schema before proceeding.
The portal was built as an SPA with React and a REST API in Node.js that orchestrates the creation of records in the clients, products, taxes, and accounting configurations tables. A tax rule validator was implemented to check data consistency before enabling invoicing. The deployment was done in Docker containers with load balancing.
Onboarding time was reduced from three weeks to two business days. Initial configuration errors decreased by 85%, and the support team no longer intervenes in the standard process. The portal currently handles an average of 12 simultaneous onboardings per week without manual intervention.
Audit reports were generated comparing the entered configuration against the tax documents issued during each client's first month. These reports are stored in the system's quality control module and are available for internal review.
Additionally, the onboarding process flow diagrams and tax validation rules were documented in the project wiki, accessible from the administration panel.