Authentication
Registration and sign-in for customer and employee accounts.
Fintech · Product modernization
Financial Statement Software
Responsive company-valuation and financial-reporting software rebuilt around modern workflows.
Discuss a fintech product01
Background
Modernize a core reporting product without losing its business logic
The customer evaluates company performance and value through software that produces annual share-price information, valuations and tailored reports.
OpenGeeksLab modernized the established system with a contemporary technology stack and more scalable product foundations.
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Problem to be solved
Replace an aging system that struggled with growing data volumes
- Rebuild an outdated, unresponsive product on a maintainable modern architecture.
- Preserve essential valuation and reporting workflows during the transition.
- Improve usability for customer and employee roles.
- Create a more scalable foundation for large and growing datasets.
The previous system had supported the business for approximately 20 years.
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Solution
Rebuild from the workflow up
The team began with planning and architecture, then recreated the product as a responsive web application. Scrum-based delivery kept the customer close to priorities, while regression testing helped protect established workflows across releases.
Product scope
A connected operating system for valuation and reporting
The approved design groups account management, report production and platform administration into a single responsive product.
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Access and accounts
My account
Personal profiles, preferences and security information for each user.
Users
Searchable customer and employee records with controls for adding and editing data.
Permissions
Role creation and access rules for existing and new users.
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Valuation and reporting
Dashboard
A company and customer overview with report and activity data.
Company validation
The core workflow for preparing company and PDF reports containing business information.
Scheduler
Planning controls for report generation and release.
Reports
Financial statements, customer dashboards, downloadable PDFs and report-status views.
Data export
Export of available company information into an Excel-compatible format.
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Operations
Email templates
Viewing and editing the templates used for customer communication.
Logs
A history of activity performed by each employee in the platform.
Global settings
Platform-wide settings for reports and related system configuration.
Customer area
An end-client view of completed reports and the data made available to them.
Technology
Frontend, backend and design stack
The product uses React, TypeScript, Redux, Redux-Saga, Bootstrap, PHP, Laravel, MySQL and Figma.
Team composition
Disciplines behind the product
Business analysis, architecture, project management, quality assurance, product design and full-stack engineering shaped the solution.
- 01Business Analyst
- 02Software Architect
- 03Project Manager
- 04Quality Assurance Engineer
- 05UX and UI Designers
- 06Front- and back-end developers
Project outcomes
A responsive product built for faster financial-report workflows
The customer received tailored financial-statement software with a modern, responsive experience capable of handling substantial data. The product accelerated financial workflows and supported stronger client acquisition.
AI Development opportunities
Add AI where it improves review, not where it obscures accountability
A modern extension could reduce repetitive work while keeping financial conclusions, approvals and access decisions under human control.
Structured document intake
Extract defined fields from uploaded statements and supporting documents, then route uncertain values to a reviewer.
Anomaly and consistency checks
Flag unusual changes, missing values and cross-report inconsistencies with evidence a finance professional can inspect.
Narrative report drafts
Turn verified figures into a first-pass management summary while keeping approval and final wording with a person.
Governed data assistant
Help authorized users find reports and explain approved data through retrieval constrained by role and source.
Delivery guardrail
Any AI feature would require scoped data access, privacy review, measurable evaluation, source traceability and an explicit human-review path. It should not issue autonomous financial conclusions.
Explore AI Development →Current capability
Modernization is a product decision, not only a framework upgrade
A responsible roadmap starts with the highest-risk workflows and the evidence needed to change them safely.
That means mapping data and permissions, defining migration and rollback paths, building automated regression coverage, instrumenting performance, and releasing in increments that users can validate.
Modernizing a data-intensive product?
Build a safer path from legacy software to useful AI.
We can help shape the product, architecture and AI roadmap around the workflows that matter most.
Discuss your product