Heilberufeberatung · Finanzapp

What we built

A full financial planning application for healthcare professionals (Heilberufler). The app calculates complex multi-year projections: income development, tax burden, liquidity forecasts, and retirement planning (INKO plans). Advisors input client data via a public intake form (Selbstauskunft), then work through interactive forecast grids where they can override calculated values and see the math update in real-time.

The tricky part was the calculation engine. Healthcare professionals in Germany have unique income structures — practice revenue, Privatpatienten ratios, KV settlements, pension fund contributions (Versorgungswerk) — and the math needs to cascade correctly across 30+ year projections. We built an engine that snapshots calculations so advisors can see diffs when they override values, with visual markers showing which cells are manual edits vs. affected by upstream changes.

Multi-tenancy was the other major piece. Multiple advisors work in the same system but only see their own clients (Pipedrive-style owner visibility). We built this as a trait-based system with owner columns, visibility scopes, and bulk reassignment for admins.

The app syncs bidirectionally with Pipedrive. Client data flows in, Selbstauskunft completion status flows back. We built a Google Apps Script library that pulls Pipedrive field definitions into spreadsheets for data mapping work.

Tech stack

• Laravel — core application with Filament admin panels
• Calculation engine — custom forecast math with snapshot/diff tracking
• Pipedrive integration — field sync, Selbstauskunft link tracking
• Browsershot — PDF generation for financial reports (Bericht)
• i18n — locale picker on public intake forms for anonymous clients