Proof, not promises.

Project Overview

Codavia Health is an administrative dashboard we built for a US-based healthcare provider. It's meant for the staff who run the practice day to day — handling patient records, appointments, billing, lab work and reporting without jumping between separate systems.

Client Challenge

Administrative staff at a healthcare practice usually work across several disconnected tools just to get through a normal day — one for scheduling, another for billing, a separate place for lab records. When these systems don't talk to each other, small things get missed, like a patient who's overdue for a follow-up or a bill that doesn't go out on time.

Our Solution

We built Codavia Health as one dashboard that brings patient records, scheduling, billing, lab tracking and reporting together. It opens to a daily view with quick actions for the tasks staff handle most — adding a patient, booking an appointment, looking someone up — so the routine work doesn't require digging through menus, plus a dedicated view for patients who've missed a scheduled visit.

Key Features & Capabilities

Dashboard Screenshots & Visual Showcase

The Codavia Health dashboard — the daily overview, quick actions and schedule a staff member sees first.

Business Impact

Instead of switching between separate systems for patients, scheduling, billing, labs and reports, staff now work from one dashboard built around what they do each day.

Project Overview

This is a client and liquidity management dashboard we built on top of Fispoke for financial advisory teams. It gives advisors one screen for tracking client accounts, watching liquidity rates and checking high-yield savings balances, instead of signing into several separate systems.

Client Challenge

Advisors often need to pull together a few different sources just to answer a simple question — what's this client's current liquidity, what rate is their account earning, is there anything that needs attention today. When account details, rates and documents sit in separate places, it takes longer to get a straight answer and it's harder to keep a consistent view across clients.

Our Solution

We built a dashboard that pulls in Fispoke's liquidity data and shows it next to each client's account details. Advisors get an account tracker with onboarding and KYC status per client, current liquidity rates including SOFR and the effective fund rate, and a breakdown of high-yield savings balances across accounts — along with a document vault and role-based access so each team member sees what applies to their work.

Key Features & Capabilities

Dashboard Screenshots & Visual Showcase

The Financial Advisor Dashboard — account tracker, current liquidity rates and the high-yield savings overview an advisor sees on login.

Business Value

With account tracking, liquidity rates, balances and documents in one place, advisors can check on a client's accounts without logging into several separate tools.