All WorkVaultra
Fintech CRM✦ Delivered

Vaultra

Currency operations, one live ledger.

A currency exchange and trading operations CRM: clients, sellers, live rates, trades, settlements and ledgers, all in one dashboard.

Client workFintech
Year2025
PlatformsWeb admin
Timeline4 Weeks
StackNext.js · NestJS · PostgreSQL
Showreel · 0:30
Overview

The challenge & the answer.

The challenge

The client needed a single system to run a currency exchange operation end to end: onboarding clients and sellers, tracking live exchange rates, recording trades, reconciling settlements, and keeping a clean audit trail, with numbers that always had to be right, since every entry touches real money.

What we built

A role-based admin CRM in Next.js with a NestJS API and PostgreSQL underneath. Every money-moving action (trades, transfers, settlements) writes to an immutable ledger and audit log, while a dedicated rates engine keeps live and historical exchange rates in sync across the whole platform.

Project details
TypeFintech CRM
PlatformsWeb admin
Timeline4 Weeks
TeamSolo build
Budget$3K – $5K
Status✦ Delivered
Built with
Next.jsNestJSPostgreSQLPrismaTypeScript

Inside Vaultra.

4 core screens, each designed around the one job it has to do well.

01Client & Seller Ledgers

Every balance, reconciled automatically.

Each client and seller carries a running ledger that updates the instant a trade or transfer posts, with no end-of-day reconciliation and no manual spreadsheets.

Vaultra: Client & Seller Ledgers
02Live Rates Engine

One rate change. Every trade updates.

Rate changes propagate instantly to every open trade and quote, with a full rate-history log so any past rate can be audited or disputed with evidence.

Vaultra: Live Rates Engine
03Trades & Settlements

From trade to settlement, fully tracked.

Every trade moves through a clear settlement pipeline, with statuses, timestamps and linked ledger entries so nothing settles twice or gets lost.

Vaultra: Trades & Settlements
04Audit & Reports

A paper trail for every action.

Every create, edit and money movement is logged to an audit trail, backing a reporting suite that gives the business a real-time view of profit and exposure.

Vaultra: Audit & Reports

Results that speak.

100%
Ledger accuracy
since launch
0
Spreadsheets left
fully migrated off manual tracking
< 1s
Rate propagation
across all open trades
10+
Admin modules
clients, sellers, trades, rates & more

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