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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.

What business challenge did the app solve ?

Advisorfi’s primary business challenge was reducing the valuable time lost 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

The clients requirements was a dashboard with subscription accounts.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 financial insights they want.


What approach was taken to build the app?

Leveraging the build-measure-learn feedback loop or ‘The Lean Startup Methodology, we had assimilated the requirement and developed a minimum viable product (MVP) within few weeks.


How did the app provide insights into the financial data?

The final product was a  financial application with a centralized platform offering a panoramic view of all the financial transactions, insights and reports for a customer. Teams can also collaborate in this online dashboard for easy accounting.


What are the Business Benefits of the app?
  • 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.

Technologies
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.