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.
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.
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).
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.
The online web dashboard displays the different financial reports making it easy to take informed decisions at a glance.
Advisorfi 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.
The admin can add the team to access the dashboard and collaborate with them in real-time.
The 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.
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.
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