Accountancy / professional services

AVN

AVN for Accountants needed a secure, members-only portal. BSPOKE built OnTrack, a web portal accessible anywhere online, integrated with their API so only members can log in, with new clients easy to add through the tool.

Discuss a similar project Read the full story
Before Manual member administration Harder to control access; manual updates
After OnTrack member portal Anywhere access; API-verified member login
Members only OnTrack web portal with
API-based member login
AVN Accountancy / professional services
The story

How the partnership played out

The situation

AVN for Accountants wanted a web portal, OnTrack, that members could access from anywhere with an internet connection.

The challenge

Access had to be restricted to members only and tie in with AVN existing systems, while keeping the underlying data correct and complete as it was updated.

What BSPOKE did

BSPOKE created OnTrack, a web portal accessible anywhere online. It interacts with AVN API to retrieve login details so only members can access the site, and we worked closely with AVN IT staff to make sure the database updates were correct and complete. New clients are easy to add through the tool.

The outcome

AVN has a secure, members-only portal that works wherever members have an internet connection. The close working relationship meant each deliverable met the company needs, and new clients can be added easily.

Inside the build

What the system does

  • OnTrack web portal accessible anywhere with an internet connection
  • Integrates with AVN API to retrieve login details so only members can access
  • Built in close collaboration with AVN IT staff to keep data correct and complete
  • New clients are easy to add through the tool

Technology and capabilities

Web portal API integration Membership access control

Highlighted capabilities link through to the relevant service.

A look at the system

Screens and outputs

Related services

How we could help your business

See how we help businesses across Finance.

Related reading

More on this kind of work

Have a process that needs software built around it?

Tell us how your business actually works. We will give you an honest view on what a practical first phase could look like, and what it would take to build it.