Back to Portfolio
Web AppReactD3.jsAWS

Financial Analytics Dashboard

Real-Time Visibility for Modern Finance Teams

An analytics platform that turns scattered financial data into live dashboards, alerts, and forecasts

75%
Faster Reporting
20+
Data Integrations
99.99%
Platform Uptime
SOC2
Compliance
Platform Screenshot

The Challenge

The company's finance team had outgrown spreadsheets and stitched-together BI tools:

  • Pull data from 20+ ledgers, banks, and SaaS billing tools without nightly batches
  • Provide real-time dashboards for execs and operators
  • Support forecasting and scenario modeling
  • Meet SOC2 and audit requirements out of the box
  • Stay performant with millions of rows per ledger

Our Solution

We delivered a finance-grade analytics layer purpose-built for the team's stack:

Real-Time Pipeline

Streaming pipeline that ingests financial events as they happen and serves dashboards with sub-second latency.

Forecasting & Scenarios

Modeling engine for budget vs. actuals, scenario planning, and sensitivity analysis.

Plug-and-Play Integrations

Pre-built connectors for major accounting, banking, and billing systems with a clean SDK for custom sources.

Compliance Built In

Granular RBAC, immutable audit logs, encryption at rest and in transit, and SOC2-aligned controls.

Implementation Journey

Phase 1: Discovery & Architecture

3 weeks

Stakeholder interviews, data audits, architecture for streaming + warehouse, and security review.

Phase 2: Core Platform Development

10 weeks

Dashboard framework, RBAC, integration SDK, and forecasting engine.

Phase 3: Data Pipelines & Reporting

6 weeks

Streaming pipeline, warehouse modeling, and performance tuning at scale.

Phase 4: Testing & Launch

3 weeks

Compliance audit, gradual rollout, and on-call runbooks.

The Results

Finance leadership now operates from a single source of truth:

75%

Faster Financial Reporting

Cycle time for monthly reporting collapsed dramatically

20+

Data Integrations

Pulling clean data from over twenty operational and financial systems

99.99%

Platform Uptime

Surpassing SLA targets quarter over quarter

SOC2

Compliance

Cleared SOC2 with zero major findings on the first audit

“We replaced a tangle of spreadsheets and BI dashboards with one platform. Our team trusts the numbers again.”

Elena Park
VP Finance, FinTech Company

Technologies Used

ReactD3.jsNode.jsPostgresAWSKafka

Ready to Build Your Success Story?

Let's create a solution that delivers measurable results for your business.