A multi-tenant SaaS that earned the word “perfect.”

Context

Perfect Portal needed to replace a tangled spreadsheet system that broke once they grew past a handful of agents. Payouts were manual, document workflows were copy-paste from Word templates, and there was no single source of truth for “what did we pay this person.” Every onboarding round added new failure points.

Approach

Built the entire platform on Next.js with role-scoped access for admins, agents, and clients — each role only seeing what they needed. Wired up Stripe Connect for direct-to-bank payouts, with a webhook handler that signature-verifies every event before any state change and routes 10 distinct event types — payout.created, payout.paid, payout.failed, transfer.created, transfer.failed, account.updated, checkout.session.completed, invoice.payment_succeeded, invoice.payment_failed, customer.subscription.deleted. Implemented forward-only state transitions on payment status so out-of-order webhook arrivals don’t corrupt the row, plus an events table that idempotently dedupes Stripe’s at-least-once retries. The document side runs on Tiptap with Google Gemini AI assistance for first-draft writing, and final signed documents export to PDF through @react-pdf/renderer. Includes a Firebase-to-Postgres migration path written to bring legacy data forward without downtime.

Outcome

Replaced the spreadsheet entirely. Payouts now happen in minutes, not days. Webhook reconciliation handles the edge cases — duplicate events, out-of-order arrivals, retries — without manual intervention. The audit log makes finance reviews trivial.

What it does

• 01Stripe Connect integration handling 10 distinct webhook event types with signature verification and idempotent processing
• 02Three user roles (admin, agent, client) with role-scoped data access at the application and database layers
• 03Active in production, managing payouts and agent onboarding day-to-day