Hivex · Case Study

Transact OS

A finance operations console that replaces five disjointed tools.

What finance operations dashboard did Hivex build for US B2B teams?

Transact OS — Hivex built Transact OS — a unified finance operations console that replaces five disjointed tools (bank portal, billing tool, CSV exporter, internal sheets) with one role-aware dashboard. Daily close compresses into a single flow, disputes get resolved in-app, and leadership sees one number for cash position instead of three reconciled by hand.

— Updated 2026-06-05 · Hivex Digital Editorial

OUTCOMES · Fintech · Operations

What changed after launch

Daily close runs in one flow, no context switching: 1 flowDaily close runs in one flow, no context switching
Disputes routed and resolved without email chains: In-appDisputes routed and resolved without email chains
Single cash position view across roles: Real-timeSingle cash position view across roles
Analysts, leads, finance heads see only what they need: Role-awareAnalysts, leads, finance heads see only what they need

The Client

Who we built this for.

Transact OS is a specialized operations platform created for B2B finance, admin, and management teams handling large volumes of transactional data and multi-warehouse inventory across enterprise accounts.

Platform

B2B SaaS · Internal Tooling

Industry

Fintech · Operations

Year

2025

Core Stack

Next.js · TypeScript · tRPC

What is the Problem?

Operational friction, manual tools, and business overhead.

Operations and finance teams were bogged down by manual task-switching, logging into bank portals, billing tools, and CSV sheets just to reconcile a single day's activity. Financial reconciliation rules were undocumented and lived entirely in individual employees' heads, resulting in critical operational delays, processing errors, and a total lack of real-time visibility into overall cash and inventory positions.

The Solution

Replacing chaos with a streamlined system.

We replaced fragmented steps with an automated solution focused on business outcomes.

We built a unified command center dashboard that combines user access, real-time inventory tracking, and transaction history into one interconnected system. The dashboard is role-aware, displaying only the modules and data each role needs to perform their jobs. This eliminates manual context-switching, speeds up daily bookkeeping, and provides management with a clear, single view of their operational health.

Time Saved

Processes that took hours now happen autonomously in real-time.

No Hecticness

Spreadsheets, manual rosters, and verbal loops are eliminated completely.

Smooth Flow

Clean queues, clear roles, and instant digital proof for peace of mind.

How we Build

The core user workflows.

We mapped the daily operation sequence and automated key workflows to ensure visual clarity and swift usage.

Mapped the daily reconciliation steps to create a dense, low-fatigue layout with quick keyboard actions for rapid processing.

Constructed a real-time stock velocity chart and key metrics indicators to track SKU status and asset value dynamically.

Built a command console that integrates invoicing, stock lookups, point of sale, and label printing into a single interface.

Configured a granular permissions matrix to ensure secure, role-based module views for administrators and operators.

How we Made Sure

Real-world verification.

Tested the interface alongside active finance personnel to observe real-world speed improvements and reduce visual clutter.
Verified that reconciliation workflows were successfully automated in-app, removing dependencies on manual spreadsheets.
Ensured dispute resolutions and invoice issues are tracked directly in the console, providing a clear history of changes.

Built using industry standards

Next.jsTypeScripttRPCPostgresTailwind

Frequently asked questions about Transact OS

Direct answers about Transact OS — the case study, the tech stack, and how Hivex built it.

What is Transact OS?: Transact OS is a unified operations layer Hivex built for B2B finance teams — reconciliation, payouts, customer ledgers, and dispute workflows in one console. It targets US teams that have outgrown spreadsheets but don't want to glue together five SaaS dashboards.
What problem does Transact OS solve?: Operators were tab-switching between a bank portal, a billing tool, a CSV exporter, and two internal sheets just to close a single day. Reconciliation rules lived in individual employees' heads. Transact OS centralizes the daily-close ritual into a single keyboard-driven flow with role-based permissions.
What tech stack powers Transact OS?: Transact OS is built on Next.js, TypeScript, tRPC for type-safe APIs, PostgreSQL for persistence, and Tailwind for the dense, low-fatigue UI. Role-based permissions are enforced at the API layer so analysts, leads, and finance heads see only what they need.
Can Hivex build a finance operations dashboard for a US business?: Yes. Hivex builds custom finance operations and internal-tooling dashboards for US fintech and operations teams on fixed quotes. Typical scope includes reconciliation, payouts, ledger views, dispute workflows, and role-based permissions. Book a strategy call at https://hivexdig.com/meeting.

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