Cool Running Customer Portal

The Cool Running Customer Portal was designed to enhance customer-level financial transparency by synchronizing transactional and outstanding balance data from accounting systems into Cool Running. The portal ensures customers and internal teams have accurate, real-time insights into invoices, payments, and outstanding balances.

By integrating directly with QuickBooks Online and enabling future multi-platform support, the portal reduces reconciliation discrepancies and improves operational efficiency.

1. Real-Time Financial Data Synchronization

• Pulled unpaid invoices and open balances from QuickBooks Online.
• Synced transaction updates between accounting systems and Cool Running.
• Ensured consistent financial data representation across platforms.

2. Automated Sales & Invoice Updates

• Implemented event-based sync for new sales.
• Enabled updates to reflect edited transactions.
• Structured logging to track data flow accuracy.

3. Scalable Integration Framework

• Leveraged MCP architecture for future compatibility with Xero, MYOB, and Sage.
• Standardized API schema for simplified platform expansion.

4. Cloud-Based Deployment

• Hosted integration services on AWS.
• Implemented security best practices including OAuth 2.0.
• Configured system monitoring and failure handling workflows.