Development of a Financial Planning and Analytics Platform for Small to Medium Enterprises

Mid-sized enterprises often rely heavily on Excel spreadsheets, templates, and models for budgeting, forecasting, KPI tracking, and financial analysis. This manual approach leads to limited visibility, inconsistent assumptions, time-consuming processes, and difficulties in benchmarking business performance. There is a need for an integrated, user-friendly platform that consolidates these functions to enhance decision-making and operational efficiency.

A mid-sized business services company specializing in financial consulting and management, requiring advanced financial planning tools to replace manual Excel processes.

• Develop a comprehensive financial planning and analysis engine capable of executing complex Excel-like formulas and calculations.
• Create an intuitive, web-based grid interface that mimics Excel's look and feel for online calculations and data manipulation.
• Enable users to access over 100 prebuilt planning modules and facilitate customized module creation.
• Increase financial visibility and benchmarking capabilities for executive teams, supporting better strategic decisions.
• Reduce reliance on manual spreadsheet management, streamlining planning and reporting workflows.

• Execution Engine for complex Excel formulas and arithmetic calculations respecting logical operation order and priorities.
• An Excel-like online grid interface supporting shortcuts, events, and formula execution similar to Excel.
• Prebuilt planning modules accessible from a library, with options to customize and create new modules.
• Interactive dashboards and BI features to enhance business insights.
• Sharing, collaboration, and version control features for planning data and models.

• External data sources for automated data ingestion and updates
• Business intelligence and visualization tools for reporting
• Authentication and user management systems

• High performance with real-time calculations supporting complex formulas
• Scalability to support growing data volumes and user base
• Robust security measures for sensitive financial data
• High availability and reliability with minimal downtime

Implementing this platform is expected to significantly improve financial visibility, from current manual spreadsheet reliance to a more integrated, real-time analytics environment. The platform aims to enhance decision-making speed and accuracy, provide benchmarking capabilities, and streamline planning workflows, ultimately driving faster business growth and operational efficiency.