React.jsNode.jsPostgreSQLAWSFinancial APIs (QuickBooks, Plaid)
Nextstreet

Project Overview

Web Platform for Business Growth Consulting

Client Overview

Nextstreet is a consulting organization providing financial and strategic advisory services to growing businesses. The client partnered with our team to develop a digital platform that simplifies business growth analysis, client management, and reporting.

Client Challenge

Nextstreet’s existing system lacked automation, data visualization, and integration between advisory teams. They needed a scalable platform to streamline internal collaboration and deliver actionable insights to business clients. We focused on: Creating a modern web dashboard for advisors; Automating financial data aggregation; Implementing data-driven reporting tools; Enhancing user roles and permissions for secure access.

Our Solution

We developed a full-stack web platform with React.js frontend and Node.js backend. The system automated data entry, enabled client performance tracking, and provided advanced analytics for advisors. Integrated APIs allowed real-time data exchange with financial tools like QuickBooks and Plaid.

Key Features

  • Automated financial data aggregation
  • Role-based access for advisors and clients
  • Dynamic performance dashboards
  • API integration with financial services
  • Automated report generation
  • Scalable backend with cloud deployment

Results

  • Improved data transparency for clients and advisors
  • Reduced manual reporting by 70%
  • Increased advisor productivity and accuracy
  • Enhanced decision-making with real-time insights

Outcome

Nextstreet now provides an integrated, data-driven platform that enables seamless collaboration and smarter business growth strategies.

See Also