# Ekam — Client Intelligence Platform

A document-centric workspace for purchase orders, invoices, and quotes, with secure server-to-server PDF generation and Firebase auth.

## Key facts

- **Domain:** FINANCE & OPERATIONS
- **Status:** Built
- **Use when:** Mid-market service firms need a custom PO, invoice, or quote workspace with secure document generation.
- **Reference engagement:** Available for new engagements

## The problem

Mid-market service firms outgrow spreadsheets and Word templates for PO, invoice, and quote workflows. Off-the-shelf tools are too generic; bespoke is too expensive. The middle path is a tightly-scoped custom platform that fits the actual workflow.

## The approach

Built CIP as a Next.js + Firebase application with a separate FastAPI document service for PDF generation. Auth via Firebase. Scoped service accounts for the document service so PDFs cannot be generated by anyone outside the auth context.

## The architecture

Next.js + Firebase (Auth, Firestore, Storage, Functions) for the workspace. FastAPI PDF service runs on Cloud Run, deployed without `--allow-unauthenticated`. Service-to-service auth uses Google-signed identity tokens. The PDF service can only be invoked by the workspace, not by arbitrary callers.

## The outcome

A bespoke document workspace at off-the-shelf-tool cost. The security posture meets enterprise procurement scrutiny because the document service is genuinely locked down.

## ATI shape

- Predictive intelligence — Future hook for predictive customer scoring on the document timeline
- Agentic execution — Workflow automation for document approval routing
- Secure data — Service-to-service auth via signed identity tokens
- Actionable outcomes — Generated PDFs and approved documents end up in the right place

## Tech stack

- Next.js
- Firebase
- Firestore
- Cloud Functions
- FastAPI
- Cloud Run

## Impact

- Locked — PDF service deployed without --allow-unauthenticated
- Signed — Service-to-service auth via Google identity tokens
- Bespoke — Workflow that fits the firm, not the tool

## Related

- [All accelerators](https://levent.ai/accelerators/)
- [Next: Clinch](https://levent.ai/accelerators/clinch/)

Metrics on this page are estimated and expected improvements describing the design intent of the accelerator. Real-client delivered metrics stay in private decks; see https://levent.ai/ai-content-policy/ for the abstraction policy.

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**Canonical URL:** https://levent.ai/accelerators/ekam/