Vibe Coder - Client Platform

Overview Frankly Financial is a Canadian fractional-CFO and bookkeeping firm serving small and growing businesses. We’re building a client portal (app.franklyfinancial.co) that gives our clients one place to upload statements, see their financials, answer questions, and stay on top of deadlines — and gives our internal team one place to run the entire book of business. We’re looking for a full-stack developer who is genuinely fast with modern AI-assisted (“vibe coding”) tools to build this portal end-to-end. Direction, designs, and content come from us; you turn them into a working, reliable product. This is a hands-on build role, not a research role — we care more about a shipped, usable portal than a perfect architecture. The engagement is a fixed ~3–4 month project at roughly 20 hours/week, taking the portal from a working shell to a live MVP piloted with real clients. Strong performers may continue into later phases (QBO integration, chat, expanded reporting). Responsibilities You’ll build a two-sided portal — an internal surface for our team and an external surface for our clients. Internal (team) side • Build a team dashboard that tracks status across all clients at a glance — client intake, monthly reporting status, and tax/filing status. • Pull communications and emails from multiple staff members into one client-centric view. • Let the team create client requests and tasks, upload reports to clients, and update client dashboards. External (client) side • Secure client login and a dashboard showing each client their own financials. • Document collection — request, upload, and track the documents we need from each client. • Automatic reminders for tax deadlines and outstanding requests. • Notifications when something is updated — a new report, a new request, or a status change. Across both • Connect the portal to our Google Workspace — Gmail and Google Drive — for documents and communications. • Deploy and keep it running (Vercel + Supabase), with code committed to GitHub. • Wire in AI features using the Anthropic (Claude) API where they add real value. • Work closely and iteratively with the founder, and ship a demoable build every week. Tech & Environment • Frontend: React + TypeScript, Tailwind CSS • Build / UI tooling: Lovable.dev for UI. Comfort with AI-assisted / “vibe” coding tools (Lovable, Cursor, Claude Code) is central to this role. • Backend / DB / Auth: Supabase (Postgres + auth) • Hosting: Vercel, custom domain • Integrations: Google Workspace APIs (Gmail, Drive), Anthropic Claude API • Source control: GitHub. Everything runs on Mac. We care about outcomes, not brand-name adherence — if a tool gets us to a shipped portal faster, we’re open to it. Qualifications • Mid-level full-stack experience — you can build a real product end to end. • Genuinely fast with AI-assisted development; you’ve shipped things with Lovable, Cursor, Claude Code, or similar. • Comfortable integrating third-party APIs — auth, email, storage, and cloud services. • Able to work independently and take direction from a non-technical founder; you translate “here’s what it should do” into working software. • Clear, frequent communicator — async-friendly, with some overlap into Eastern Time hours. • Practical mindset — you know when “good enough” is actually good enough. Nice to Have • Experience with fintech, accounting, or bookkeeping products. • QuickBooks Online API experience (a later phase wires QBO in). • Notification / reminder systems (email, in-app). • OCR / PDF parsing for financial documents. • Comfort building simple AI features on top of an LLM API. Success Metrics (KPIs) • Portal MVP live at app.franklyfinancial.co by the end of the engagement. • A working, demoable build every week. • Client-facing essentials working: secure login, document upload, request/task list, financial dashboard, deadline reminders, and update notifications. • Internal essentials working: cross-client status view (intake, monthly reporting, tax) and a unified client communications view. • Gmail and Google Drive integrations functioning; app deployed on Vercel + Supabase with code in GitHub. • Bug turnaround under ~48 hours during the pilot; stable uptime for a 2-client pilot. • Clean handoff notes so the Frankly team can keep iterating after the engagement. Confidentiality This portal handles confidential client financial data. The role requires a signed NDA and careful, professional handling of sensitive information throughout the engagement.