Transaction Tinder v1.0 — White-Label SaaS for CPA Firms


Transaction Tinder is a white-label SaaS application built for bookkeeping and CPA firms. It solves one specific problem: bookkeepers waste days every month chasing clients about unidentified charges on their statements. This tool eliminates that entirely.

The package includes a fully functional web app with a Tinder-style swipe interface — bookkeepers drag mystery transactions left to flag or right to resolve. Clients receive a magic link via email, tap once to confirm the charge, and the bookkeeper's queue updates instantly. No emails. No spreadsheets. No chasing.

What's included in the package: the complete frontend application, a pre-configured API connector file with working logic for Plaid, Codat, and CSV uploads, a documented environment variable file, and a five-page PDF setup and deployment guide.

The app ships with six fully working screens — a live dashboard, swipe queue, client portal, client management panel, monthly reports, and a full admin panel for managing accounts. Everything is white-label ready from day one — firm name, portal domain, and reply email are all configurable from inside the settings panel.

The frontend runs as a single file with zero external dependencies. It opens in any browser immediately with no build step. Deployment to Vercel takes under ten minutes and is completely free at this scale.

Free

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