Bubble Developer for Advanced Finance Dashboard SaaS
Upwork

Remoto
•3 days ago
•No application
About
I am looking for an experienced Bubble.io developer to build a fully functional Phase 1 MVP for a finance-focused SaaS platform. This system manages performance-based financial accounts, evaluation accounts, payout cycles, cost tracking, and profitability dashboards in a structured, accounting-style environment. This project requires high attention to detail, excellent database architecture skills, strong logic implementation, and the ability to work independently without micromanagement. # About the Platform (High Level) The platform is a finance dashboard where users manually log: - account activity - payouts - evaluation fees - expenses - deposits/withdrawals (for personal accounts only) - balance updates (with historical tracking) The system functions similarly to: - a business finance dashboard - a CRM-like account management system - an accounting ledger for performance-based financial programs There are no API integrations, no brokerage connections, and no automated market data. All user inputs are manual, but the system must be highly structured, accurate, and reliable. # What You Will Build (Summary of Key Modules) 1. Account Management Two types of accounts: - Evaluation Accounts (behave like financial performance programs/exams) - Personal Accounts (standard financial accounts) Includes: - conditional fields - account visibility/archive rules - balance history tracking - automated logic for payout-related balance adjustments --- ### 2. Evaluation Program Manager Equivalent to managing vendor-based programs: - custom attributes - fee structures - evaluation stages - refund rules - program tagging --- ### 3. Financial Ledger System A unified ledger with: - multiple transaction types - tagging - pagination - date filters - CSV export for accountants Transactions include: - evaluation fees - refunds - payouts - expenses - deposits/withdrawals - balance updates - payout requests & approvals --- ### 4. Automated Payout Cycle Logic (Complex Logic Required) When a payout is approved: - create official payout transaction - adjust account balance using *latest balance − payout amount* - create new balance history entry - prevent overwriting of older history Requires careful sequencing, database relationships, and workflow logic. --- ### 5. Dashboard & Analytics You will build a multi-currency, no-conversion dashboard: - profitability tiles - evaluation success metrics - cost vs revenue charts - account ROI - balance-over-time chart - tag distributions Charts must be dynamic and filterable. --- ### 6. Recurring Transactions System must support: - recurring expenses - recurring program-maintenance fees Auto-create entries on schedule. --- ### 7. Subscription System (LemonSqueezy Integration) Includes: - monthly recurring billing - free trial logic - “Free Until Date” override - account locking/unlocking - video demonstration explaining affiliate setup (manual external affiliate use) --- ### 8. Basic UI/UX - build a clean, modern, cost-effective UI similar to dark-mode finance dashboards UI must be fully responsive for desktop + mobile-friendly. --- ### 9. System Infrastructure Includes: - user onboarding email flow - secure login/logout - role-based access - backup & recovery strategy (Bubble best practices) - database documentation --- # Required Experience: ### Bubble.io Expertise You must be highly skilled in: - advanced database design - backend workflows & scheduled workflows - conditional logic - privacy rules + security - custom states - data API + plugin configuration - responsive engine - performance optimization ### Data & Accounting Logic You should be comfortable working with: - ledger structures - balance history logic - non-destructive auditing (no overwrites) - multi-currency data grouping - recurring entries - timestamp ordering - payout/approval workflows ### UI/UX Able to create: - clean dashboard layouts - reusable components - dark-mode friendly styling - modern finance-app design systems --- # Documentation Expectations (IMPORTANT) The chosen developer must deliver: - database schema documentation - workflow diagrams - field & logic definitions - a short Loom video walkthrough of the system - instructions for subscription + affiliate setup - clear comments in workflows and reusable elements --- # Testing & Debugging Expectations Before delivery, you must: - test all workflows - validate edge cases - test mobile responsiveness - test subscription flow - test recurring actions - ensure data integrity (especially BalanceHistory logic) - confirm dashboard accuracy Only apply if you are confident in delivering a stable, production-ready MVP. --- # Who I’m NOT Looking For - beginners - developers needing constant supervision - template-assemblers without logic skills - people who deliver “almost working” features --- # Who I AM Looking For A developer who is: - extremely detail-oriented - reliable and proactive - experienced with complex Bubble logic - comfortable working independently - communicates clearly - takes ownership of the project - does not cut corners - takes pride in clean architecture If you cannot build high-quality systems without micromanagement, this project is not a fit. --- # How to Apply In your proposal, include: 1. Links to Bubble apps with complex logic (Dashboards, workflows, rules engines, financial systems — *not* simple CRUD apps.) 2. A short overview of your database approach (How you would structure accounts, transactions, tags, statuses, and recurring logic.) 3. Your availability to start + estimated MVP timeline (When you can begin and how long an MVP of this scope would take.) 4. Your fixed-price quote + full delivery timeframe (Only fixed-price proposals will be considered.) 5. Confirmation you fully read the scope (“I have read the scope and can deliver this.”) 6. Relevant experience with recurring workflows & financial logic (Any similar accounting/finance-style builds or recurring automation.) BONUS: - Send a Loom showing previous dashboard or workflow-heavy builds. If done well, this Premium MVP can lead to long-term collaboration and V2/V3 expansions. Only apply if you feel confident you can deliver high-quality, production-level work.




