Prototype Cashflow Portal Connector
We need a proof of concept that pulls invoice status from our accounting platform into a simple client portal, then pairs each figure with plain-language guidance. The goal is to prove the authentication and data flow before committing to a full rebuild. Deliver a secure read-only connector, a responsive summary page, source-to-screen field map, error handling for stale or missing records, and short editable copy for the key states. Use a sandbox account and synthetic records; no production financial data should be stored. Budget range: $1,200–$1,800.