Development of an AI-Powered Business Operating System for Business Management
Business SoftwareA case study of building a Business Operating System for managing finance, projects, and teams. The platform combines Cash Flow, P&L, analytics, and an AI assistant to support management decision-making.
About the Project
Business Software / Financial Management / AI • Web Application (SPA) + Backend API + AI Agent
2PEOPLE BOS (Business Operating System) is an internal company product that brings together finance management, project operations, employee data, and analytics in one unified environment.
The system is used in day-to-day operations and continues to evolve. Its key differentiator is the AI assistant, which allows teams to work with business data through plain-language queries.
Project Context
As the company grew, we faced a common challenge: finance, projects, employees, and time tracking were managed across multiple spreadsheets, services, and disconnected systems.
To answer fundamental questions such as “Do we have enough cash for upcoming payments?”,“Which projects are actually profitable?”, and “What does the team truly cost us?”, we had to manually collect data from several sources.
That is how 2PEOPLE BOS was created — an internal business operating system that unifies finance, projects, employees, analytics, and an AI assistant for chat-based data access.
Business Challenges Solved by BOS
Understand current and future cash position
Cash Flow with planned inflows and expenses — for leadership and finance teams
Measure project profitability
P&L by project and milestone — for project managers
Stay on top of payments
Planned and recurring payments — for operations and accounting teams
Track payroll and working time
Logged hours and compensation reflected in P&L — for HR and management
Operate across currencies
Multi-currency accounts and conversion — for international teams
Get answers faster
AI assistant and charts in chat — for executives and analysts
What We Built
Financial Layer
- Accounts: bank, cash, and wallet
- Multi-currency support: RUB / USD / EUR with exchange rates
- Transactions: income and expenses linked to projects and milestones
- Planned income: schedule of expected cash inflows
- Planned and recurring payments: rent, subscriptions, payroll
- Actual employee payouts
Projects and People
- Projects with milestones and progress tracking
- Income and expenses linked to project stages
- Employee time tracking
- Billable hours and utilization tracking
- True project cost calculation based on payroll data
Reporting and Analytics
Cash Flow
- •Balance on a selected date
- •Daily movement overview
- •Forecast including future inflows and payments
Profit & Loss (P&L)
- •Revenue, expenses, and payroll
- •Profit and margin
- •Breakdown by project and milestone
Dashboard
- •Current balance
- •Quick access to key business metrics
AI Assistant (Key Differentiator)
BOS includes an embedded AI agent that enables users to work with business data through plain-language requests.
Example prompts:
“project X profitability”
“cash flow for the next 14 days”
“what needs to be paid this week”
“payments and hours for employee Y”
“transactions for last month”
What the agent does:
- Selects the required tools automatically
- Requests data through a secure access layer
- Returns answers + tables + charts
- Clarifies parameters when needed
Visualizations:
AI Agent Architecture
System Architecture
Backend
- •Node.js + TypeScript
- •Express
- •MongoDB
- •OpenAI API
- •Tool Registry (Registry Pattern)
- •Data Adapter (database abstraction layer)
- •Widget system for visualizations
- •Swagger documentation
- •PM2 (cluster mode)
Frontend
- •React 18 + TypeScript
- •Vite
- •Tailwind CSS
- •React Query (server state)
- •Zustand (UI state)
- •Recharts (charts)
- •Feature-based architecture
Technology Stack
Frontend
Backend
Databases
AI / LLM
Security and Reliability
Outcomes
Single source of truth
For finance, projects, and people
Transparent Cash Flow
Including future events and obligations
Real project profitability
Not rough estimates or guesswork
Less manual analytics
And less spreadsheet overhead
Faster management decisions
Enabled through AI chat interaction
What We’re Especially Proud Of
Future Development
Summary
2PEOPLE BOS is more than accounting or analytics.
It is a business operating system where data, people, and decisions are connected in one unified environment.
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