The problem
Heritage Exports struggled with delayed financial reporting. Reconciliation of international payments took up to 10 days after the month-end, leaving the CFO with an outdated view of the company's cash position. This delay hindered strategic decisions regarding raw material procurement and expansion.
The solution
We developed 'FinTrack', a custom financial intelligence dashboard. By integrating multiple bank APIs and the client's existing accounting software, we automated the ingestion and tagging of transactions. We implemented a predictive P&L forecasting engine using historical data and added automated GST compliance checks.
Technologies
- Next.js
- Python (FastAPI)
- PostgreSQL
- Chart.js
- Plaid API
Results
- 2 Hours Reconciliation Time
- 15% Cash Flow Improvement
- 100% GST Compliance Accuracy