Centralized Partner & Xero Management Platform
90%
Faster than manual methods
+65%
Time saved managing companies & users
100% compliance
with OAuth 2.0 & data encryption
About Build Partner
Build Partner is an advanced B2B SaaS platform that enables enterprises to manage partner-managed companies connected to Xero. It provides real-time financial insights, structured feedback collection, and a role-based access system, simplifying operations for admins, partners, and end-users while keeping sensitive financial data secure.
Services
- Product Architecture |
- API Integration |
- SaaS Platform Development |
- Performance Optimization |
- Data Visualization
Goal
To create a single, secure, and scalable platform where admins can onboard partner companies, synchronize financial data from Xero, collect structured feedback, and generate insightful reports, eliminating manual effort and fragmented tools.
The challenge
Challenge 1: No Centralized Platform
Issue
Enterprises struggled with onboarding and managing partners due to disjointed processes.
Solution
Built a single platform for onboarding, tracking, and managing all partner companies.
Challenge 2: Complex Xero Integration
Issue
Retrieving accurate, real-time financial data from Xero was tough due to OAuth 2.0 authentication, rate limits, and data mapping.
Solution
Implemented secure OAuth 2.0 authentication, real-time data sync, and handled API rate limits gracefully.
Challenge 3: Lack of Structured Feedback
Issue
Xero users struggled to gather and analyze feedback, leading to weak product insights.
Solution
Designed a flexible feedback module that stores and reports feedback for admins and partners to act on.
Challenge 4: Data Accuracy & Sync Reliability
Issue
Manual imports and sync failures led to inconsistencies and missed updates when companies deleted or archived data in Xero.
Solution
Implemented real-time synchronization with fallback mechanisms to keep data accurate and up-to-date across the platform.
Challenge 5: Complex UX for Non-Technical Users
Issue
Non-technical users found it hard to navigate financial reports and provide feedback on complex systems.
Solution
Created a user-friendly, responsive frontend with simple dashboards, clear charts, and guided feedback flows for desktop and tablet.
Our Approach
We transformed the client’s idea into a high-performing SaaS product by deeply understanding business workflows, designing with future scalability in mind, and implementing a robust, security-first architecture that seamlessly integrates with Xero.
Discovery
- Conducted workshops with the client to understand business goals and technical requirements.
- Defined user roles (Admin, Partner, Company, End-User) and mapped their journeys.
- Identified required integrations with Xero APIs.
Technology Stack
- Frontend : Laravel
- Frontend (Admin Panel): Laravel, Bootstrap
- Database: MySQL, PostgreSQL
- Authentication & Security: JWT, OAuth 2.0
- 3rd Party: Xero API, Cron Jobs, Nodemailer
Architecture & Design
- Designed a scalable Laravel-based architecture with separate frontend and backend panels.
- Created wireframes and data flow diagrams to visualize the process.
- Planned role-based access control and secure API handling.
Development & Integration
- Built the backend with Laravel, ensuring modular and maintainable code.
- Integrated with Xero API for authentication, data synchronization, and automated financial reporting.
- Developed custom modules for company management, feedback collection, and reporting.
- Implemented responsive frontend UI for ease of use across devices.
Testing & Quality Assurance
- Performed functional, integration, and security testing.
- Validated API connections and data accuracy with real Xero test accounts.
- Conducted user acceptance testing (UAT) with the client.
Deployment & Ongoing Support
- Deployment: Successfully launched the platform into a secure production environment.
- Training: Delivered hands-on training sessions for client admins and partner users to ensure smooth adoption.
- Documentation: Supplied detailed maintenance and user documentation for future scalability.
- Monitoring: Set up API usage and performance monitoring to ensure stability and quick issue resolution.
- Enhancements: Built a foundation for advanced analytics & reporting, supporting continuous improvement and product growth.
Final Output & Impact
The platform successfully delivered a comprehensive solution for managing partner companies, integrating seamlessly with Xero, and enabling structured feedback. Key outputs and benefits included:
Interactive Business Insights
- Added per-user invoice graphs for clear financial visualization.
- Business overview dashboard displaying revenue, expenses, and performance metrics.
- Equity and investment tracking for better decision-making.
Automated Data Synchronization
- Real-time integration with Xero API ensured up-to-date company data.
- Reduced manual data entry errors and improved reporting accuracy.
Centralized Management
- One platform to manage partners, companies, and user roles.
- Streamlined admin workflows with easy access to company data and feedback.
Feedback & Collaboration
- Structured feedback collection from users improved client understanding of partner needs.
- Enhanced collaboration between client, partners, and Xero users.
Scalability & Security
- Laravel framework allowed modular development and future scalability.
- Role-based access and secure token management protected sensitive business and financial data.
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