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About Financial System Management Challenge & Solution Results and Value Cooperation Process Related Success Stories Contact Us

Financial System Management — Online Budget Management for Small and Medium Enterprises

Finance & eCommerce

12+

advanced financial metrics integrated

unique features (i.e. automated Corporate Income Tax calculation)

dedicated software developers

Access scalable and easy-to-use financial management tools online

Financial System Management is an online financial management platform designed for small and medium enterprises. It helps SMEs automate financial tracking by managing commitments, incoming payments, and expenses.

Technologies:	React Node.js Fastify PostgreSQL
Team:	1 Project Manager, 1 Business Analyst, 1 UI/UX Designer, 2 Developers, 1 QA Specialist, 1 DevOps
Timeline:	1 year of development to deliver an MVP
Location:	Poland

Challenge and Solution

Challenge:

The customer wanted to close the existing gap in the market by creating a user-friendly product for small and medium businesses, enabling them to manage financial tasks online, analyze their business results dynamically, and plan development based on clear and easy-to-read financial reports.

Solution:

The Keenethics team helped the customer develop an MVP version of an online financial management system, which enables businesses to input key data on financial operations and commitments, review reports and graphs via a web app or a progressive web app (PWA) for mobile phones, and analyze the key metrics via an interactive interface with custom dashboards. All modules, including those for graphs and visualization, were developed from scratch specifically for this product.

Result:

After the completion of the MVP project, the system was ready for deployment and had all the main features necessary for financial management tasks, including a user-friendly UI/UX and multiple tools for automating calculations.

advanced financial metrics integrated

unique features (i.e. automated Corporate Income Tax calculation)

dedicated software developers

Solution 1. Integrating an easy-to-use and user-friendly input system

Our team created a complete system for inputting and monitoring financial data within the app. The clients of the platform can integrate and track commitments, incoming payments, and all types of expenses. The Financial System Management platform can do this in a manual or semi-automated mode by using a custom system for importing bank reports. All these features are further supported by a user-friendly UI/UX, which enables users to perform most actions fast and without any need for advanced configuration.

Solution 2. Developing automated systems for information processing

The project also features several systems that allow customers to automate report creation and visualize the most important financial data. The customers can automatically generate financial reports and also have access to multiple dashboards. This approach allows firm owners to understand whether their business is financially efficient by using advanced visualization tools and plan their actions based on relevant and up-to-date information.

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What Does Cooperation With Us Look Like?

Step 1. Collecting empirical information and establishing an initial plan

Collecting data from relevant stakeholders via interviews, questionnaires, and workshops, finding potential market gaps, and establishing the overall timeline for project creation.

Step 2. UI/UX planning and design

Preparing wireframes and prototypes, analyzing the stakeholders' input to understand their UI/UX preferences, and designing the UI/UX of the product.

Step 3. Researching key paths for feature implementation

Summarizing and categorizing the feature requests of the stakeholders, analyzing the existing logic of financial calculations, and establishing a full development plan based on the analyzed information.

Step 4. Performing MVP development

Organizing development around Scrum methodology, communicating regularly with the customer to maintain the chosen direction of development, and developing the MVP based on the Scrum approach by gradually increasing the number of available features.

Step 5. Testing the MVP

Testing the MVP according to the best methodologies available on the market, introducing changes based on software testing results, and demonstrating the resulting product to the customer.

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