Bookkeeping App with Smart Tracking

I want to give my bookkeeping clients a slick mobile app—built for both iOS and Android—that lets them see, at a glance, how their income stacks up against their expenses. Core functionality must cover real-time income & expense tracking, automated monthly and year-to-date reports, and a smooth receipt-scanning workflow (strong OCR, automatic category suggestions).

Data entry needs to feel effortless. The app should import transactions directly from bank statements and, if feasible, plug into QuickBooks so clients can push or pull data without ever touching a spreadsheet. My goal is “zero-touch” bookkeeping: snap a receipt, watch it reconcile, and open a dashboard that’s always up to date.

Deliverables
• Universal mobile codebase (React Native, Flutter, or similar) compiled for iOS and Android
• Secure bank-feed integration plus QuickBooks connection point (OAuth preferred)
• Receipt capture module with OCR and rule-based categorisation
• Customisable income-vs-expense dashboard and automated PDF/email reports
• Admin portal or API so I can add new client accounts and set permissions

Acceptance criteria
1. A test build on TestFlight and Google Play Internal showing successful bank import and receipt scan.
2. Sample automated report emailed from the app with accurate totals.
3. QuickBooks sync proven on a sandbox company file.

If this sounds like your wheelhouse, I’m ready to see your approach and timeline.