BrightZen OS

BrightZen OS supports a family-office and accounting-services setting in which teams oversee multiple businesses. Beyond portfolio-company financial visibility, the operational foundation — integrations, synchronization, data tasks, and client communication — previously ran through code and spreadsheets.

The business relied on spreadsheets and a distributed collection of tools. Integrations were managed in the backend, team members used code to configure data tasks, and information flowed through Google spreadsheets.

The goal: an operating system for the business with accessible integration management, data visibility, and a better client-facing experience.

I served as Solutions Architect and AI Solutions Architect, working directly with the owner on business needs, the solution plan, and priorities. I structured the work with my engineers and kept the owner involved through regular progress updates and delivered outputs.

The team manages connections in the application, checks when data synchronized, and configures recurring data tasks through the interface. Fractional CFOs and bookkeepers can see whether information is current before using it. The client portal creates a dedicated place for the customer experience, replacing a Google spreadsheet as the central interface.

The product separates platform administrators, tenants, and companies, with reusable financial screens serving multiple audiences. Tenant branding changes selected color tokens while common surfaces and structure stay consistent — the screenshots show a Weekly Accounting tenant.

Shared UI packages and a multi-tenant data model. A documented color-token naming change avoids collisions between app and component-library styling. The stack combines a Next.js interface with a NestJS API, PostgreSQL, and background job services.

I worked with the business owner to turn a fragmented operating process into a usable system. The result is not simply a financial dashboard: operational controls moved out of backend code and into the application.

The team actively uses BrightZen OS, with improved efficiency and scalability through centralized workflows and easier management of recurring data tasks.