Case study · Artek Nexus product
Nomad connects clients, billing and project costs.
Client management, quotes, invoices, payment receipts, expenses and project financials in one product. From mobile receipt capture to web-based billing, Nomad helps teams follow the money in and the cost of their work.
Nomad Finance is designed, built and operated by Artek Nexus. It is our product, not a client commission.
Set out the work clearly.
Build branded quotes with line items, taxes, discounts, deposits and a client response trail.
- Type
- Artek Nexus product
- Status
- Live at nomad-finance.com
- Platform
- Web and mobile
- Our role
- Product strategy, design, engineering and operations
- Launched
- 2025
01
The problem
The client lives in one tool. The quote in another. Project costs arrive as receipts, and payments are tracked separately. Connecting these records lets a team follow what was agreed, what was billed, what was paid and what the work cost.
02
What we built
01
Client management
Save contacts, legal business names, billing addresses, tax IDs, preferred currencies and payment terms. Reuse those details in quotes and invoices, with projects linked to the right client.
02
Quotes and invoice generation
Create branded documents with saved products and services, sections, taxes, discounts, deposits and terms. Clients can accept or request changes; accepted quotes carry into editable invoices.
03
Payment receipts and document history
Record full or partial payments against invoices, then generate and send payment receipts. Keep the quote, invoice and payment history connected without treating an issued invoice as money collected.
04
Projects, budgets and profitability
Set up client-linked projects with dates and budgets. On Business, compare accepted quotes, invoiced revenue, recorded payments and tracked costs to understand gross profit and margin.
05
Receipt capture and expense control
Capture on mobile, upload documents in bulk or forward selected emails. Review OCR results, categorize spend and route expenses through workspace roles and approvals.
06
Billable expenses and reporting
Bring eligible billable expenses into invoice drafts. Preserve tax and currency context, review reports, and export CSV or Excel records for the accountant. QuickBooks Online export is being prepared for release.
07
Travel requests with human support
Business subscribers can organize airfare requests and work with a real travel partner. Trip requests sit alongside the wider finance workflow.
08
A product that can adapt
Human support and a Custom plan give organizations a route to scoped bespoke features, integrations and workflows when their needs go beyond the standard product.
03
Implementation choices
Shared records, preserved document history
Saved client information reduces repeated entry. Quotes and invoices retain the billing details used when they were created, even if the client profile changes later.
Keep agreements, invoices and cash distinct
An accepted quote, an issued invoice and a recorded payment describe different events. The product keeps those states separate so project reporting can explain its numbers.
Human review where it matters
OCR supports data entry; people can inspect the source document and extracted details. Forwarded receipts do not require access to an entire mailbox.
Build it, run it, learn from it
Artek owns the product lifecycle: strategy, design, engineering and ongoing operations. Support and real workflow requests inform subsequent improvements.
04
Capabilities shown
- Product strategy
- Client data & billing workflows
- Quote, invoice & receipt generation
- Project financial reporting
- Web & mobile engineering
- OCR & document processing
- Multi-currency logic
- Roles & approvals
Have a similar project in mind?
We bring the same approach to client projects: understand the work, define a useful first version, then build. A few sentences are enough to start.
Contact Artek Nexus