Financial Data Management Web App

Project Overview

Advisorfi is a financial data management web application platform that provides insights into all the financial data of a business. It helps the accounting consultants in assisting their clients to establish streamlined business decisions with real-time access to accounting reports and collaborative dashboards.The online financial dashboard connects with other business to gather insights and measure the health of your businesses in real-time.

Business Challenge

Advisorfi and their customers lost much of their valuable time collecting insights from various reports on their business manually. They wanted a platform that automated this process along with a panoramic view of all the required insights for a business.

Business Requirement

A dashboard with subscription accounts was what the client asked for. Customers should be able to integrate accounting software like Xero to the dashboard. They have to collaborate with their teams and also be able to add various free apps to the dashboard to get the financial insights they want.

Our Approach

The solution is based on the build-measure-learn feedback loop or ‘The Lean Startup Methodology’. Within few weeks of the client request for a financial web app, we had assimilated the requirement and developed a minimum viable product (MVP).

Our Solution

A financial application with a centralized platform that has a panoramic view of all the financial transactions, insights and reports for a customer. Teams can also collaborate on this online dashboard for easy accounting.

Business Benefits
  • 20% to 40% reduction in operating costs.
  • Reduced the burden of managing in-house bookkeepers and increased the time needed for revenue-generating tasks.
  • Cost saving on infrastructure.
Features & Functionality

Web DashboardThe online web dashboard displays the different financial reports making it easy to take informed decisions at a glance.

Financial Insight AppsAdvisorfi offers free insight apps like Net Income Ratio, Return on Assets, Operating Income, Profit & Loss, Total Payroll that can be integrated with the app to collect the insights onto a single platform.

Team CollaborationThe admin can add the team to access the dashboard and collaborate with them in real-time.

Coachboard / SuperAdminThe coachboard has in-house consultants who aided the customers with services like Business and Personal Return with state filing, Bookkeeping Support, IRS Representation etc. The super admin dashboard controls the users and their subscription plans, plan details, features, benefits and payment type.

What client loved

I believe that Toobler provided me the highest level of communication and coding during my product development. The world has greatly benefited from hands of their innovative team!

Will Lopez, Founder of AdvisorFi.