Built a SaaS platform for accountants and financial advisors that turns raw financial data into visual reports, forecasts, scenario models, and company valuations for SMBs.
Key ResultSimplified financial analysis for accountants and advisors
Challenges
Transforming complex financial data into clear visual dashboards
Building scenario modeling and forecasting tools for non-technical users
Creating a scalable multi-tenant SaaS architecture
Solutions
Interactive dashboards with illustrated financial reports
Forecasting engine with what-if scenario modeling
Company valuation tools accessible through a simple online interface
Results
Simplified financial analysis for accountants and advisors
Automated reporting that replaces manual spreadsheet work