case studies

We were engaged in financial statement software development

Financial Statement Software

Responsive company valuation software for finance report generation.

Background

Our customers are a fintech company that evaluates the profits and total value of businesses. Their financial statement analysis software generates annual share prices, position in the industry, competitor evaluation, and other vital data reports for companies.
OpenGeeksLab refreshed its old system using a modern tech stack and solutions.

Problem
to Be Solved

Our customer needed to refresh their old system. It was heavily outdated, unresponsive, and unable to process vast amounts of data. The old software architecture was unscalable and generated mechanical errors.

Since the old system was written 20 years ago using non-relevant tech for today’s market, we offered to recreate it using modern technologies. It made the software more scalable, allowed us to improve the system’s UX, and enhanced the functionality this financial statement software had in the first place.

Solutions

Our team created this web app from scratch, starting with planning and architecture. For this financial statement software solution, we used a Scrumban methodology to preserve and transport the correct functions from the old system to the updated one. We also implemented regression testing to ensure we’re on the same page with the client.

The financial statement software solution by OpenGeeksLab

Features

Our team improved a financial statement software with up to date technologies

This financial statement software is now more modern and responsive, gaining a competitive advantage with intuitive UX and features.

Auth

Registration and log-in for clients’ employees and customers.

Dashboard

Contains all vital data about the company and its customers. For admin, the dashboard allows viewing data on each customer and employee. For an employee, the system generates reports on customers they work with.

My Account

Personal profile for each user with personalization features and an option to secure private data.

Users

It contains information about employees and customers with the option to sort, filter, and add new data.

Company Validation

The core feature of the product. It allows for generating reports on customers’ companies and PDF files containing vital intel.

The Scheduler

Allows financial dashboard software to plan the time for report generation and release, as well as choose the customer to send the said report.

Reports

This financial statement reporting software is enabled on a page that contains three tables:

  • the first one with successfully generated and released reports, data about the release date and a customer, and an option to download the report as a PDF file;
  • the second table with delayed reports that are to be released later;
  • the third table with failed reports and the reason for their failure.

Data Export

Allows exporting the intel about the company to the excel table.

E-Postmallar

Allows viewing and editing email templates.

Permissions

Enables the view and creation of different roles for the business financial statement software and allows editing of the permissions for every existing and new role.

Logs

The history of activities in financial statement preparation software performed by each employee.

Global Settings

Allows changing the global setting for the platform, for example:

  • valuation interest rate setting
  • report scheduling switch on/off

Customer Part

This feature allows end-clients to view all of the generated reports they have about their company. To obtain permission to do so, they first receive an email letter with a verification code.

Project
Outcomes

As a result of our fruitful cooperation, the customer received unique and tailored financal statement software. We made the system responsive and modern, allowing our customers to attract more clients and work faster with a vast amount of data.
We still support this project and can’t wait to see what it brings next!

OpenGeeksLab development a tailored financial statement software

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