SaaS Platform for Financial Planning & Insights
Fortune is a SaaS platform for financial planning that helps businesses optimize budgeting, forecasting, and financial insights. The client engaged us to redesign the system architecture and introduce predictive analytics.
The client’s legacy tool couldn’t handle large datasets or generate predictive reports. They needed a solution that could automate reporting and support integrations with third-party accounting tools. We focused on: Rebuilding analytics pipelines; Designing an intuitive dashboard for CFOs; Implementing data visualization and forecasting tools; Integrating external accounting APIs.
We designed a scalable data pipeline using Python and PostgreSQL, powered by a React.js frontend for real-time visualization. The backend integrated machine learning models for predictive analytics and supported role-based permissions for enterprise clients.
Fortune became a robust financial SaaS solution, providing automated insights and predictive analytics for enterprise financial management.