balanceShEEt is an intuitive business analytics SaaS designed to help small and medium businesses (SMBs) easily visualize, understand, and manage their sales, inventory, finances, and customer insights without needing any data science skills.
balanceShEEt makes your business data visible and actionable through plug-and-play dashboards, automatic forecasting, and proactive alerts. It helps SMBs like retailers, cafes, local shops, and service businesses optimize operations, forecast trends, track customer behavior, and manage finances effortlessly.
Plug-and-Play Dashboards: Upload or integrate sales, inventory, and customer data from sources like POS, Excel, Shopify, and WooCommerce. Instantly view business health through easy-to-understand charts and graphs.
Sales & Inventory Forecasting: Automatic trend predictions with alerts for stock replenishment and reorder points.
Customer Insights: Predict purchasing patterns, churn risks, and segmentation opportunities.
Proactive Alerts: Receive email or mobile notifications about inventory shortages, sales spikes, or anomalies.
Auto-Generated Reports: Generate simple PDF business summaries for sharing.
Task & Checklist Templates: Manage business processes like onboarding or audits via reusable checklists.
Basic CRM: Track leads, follow-ups, and customer details with reminders.
Feedback Collection: Send surveys and analyze customer feedback within the dashboard.
Secure User Login: Keep data private with user accounts and authentication.
Small and medium-sized retailers
Service businesses and cafes
Local shops and hospitality
Any SMB without in-house analytics capabilities
Saves time by automating manual calculations and reporting
Provides actionable insights with smart suggestions and alerts
Reveals hidden trends and patterns through visual analytics
Organizes tasks and reminders to prevent oversight
Requires zero technical or business expertise to use
Enables collaboration across teams with shared workspaces
Offers an unbiased, data-driven view of business performance
Enhances customer service via feedback loops
Frontend: React.js with Material-UI
Backend: Node.js with Express.js
Database: MongoDB
CSV Parsing: Papaparse (JavaScript)
Authentication: Firebase Auth
Charting Libraries: Chart.js or Recharts
PDF Generation: PDFKit or jsPDF
Email Alerts: Nodemailer or EmailJS
Deployment: Vercel/Netlify (frontend), Render.com (backend)
Sign up and log in to your account.
Upload sales, inventory, or customer data via CSV or direct integration.
View dynamic dashboards displaying sales trends, inventory status, and alerts.
Receive proactive notifications about stock levels, sales fluctuations, and customer interactions.
Generate and download reports for monthly business summaries.
Use checklist templates and CRM tools to manage daily tasks and customer relationships.
Collect customer feedback through surveys and analyze results on the platform.
Installation & Deployment The frontend is built with React.js and can be deployed on Vercel or Netlify.
The backend API is developed using Node.js and Express.js, with deployment options including Render.com or similar platforms.
Use MongoDB for data storage and Firebase for authentication and hosting if preferred.
Setup involves environment configuration for database connections, API keys, and authentication services.
React Documentation
Material-UI Component Library
Node.js and Express.js Tutorials
MongoDB Basics
Firebase Authentication Guide
Chart.js/Recharts Documentation
Contributions are welcome! Please fork the repo, create a feature branch, and submit a pull request with clear descriptions of enhancements or fixes.
Specify your project's license here.