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Development of a Modular Financial Planning and Analysis Platform with Excel-Compatible Syntax for SMBs

sombrainc.com

Financial services

Business services

Information technology

Challenges in Traditional Financial Planning for SMBs

SMBs (<$50M ARR) face operational inefficiencies and limited scalability due to reliance on error-prone Excel spreadsheets for financial planning. Existing solutions lack Excel compatibility, real-time collaboration capabilities, and comprehensive analytics tools required for modern financial decision-making.

About the Client

A fintech company providing cloud-based financial planning tools for small and medium-sized businesses

Key Goals for Platform Development

Replace Excel-based workflows with a cloud-native financial planning engine
Implement 100% Excel-compatible formula execution for seamless transition
Develop modular architecture for customizable financial planning apps
Enhance executive visibility through interactive KPI dashboards
Improve financial forecasting accuracy through centralized data management

Core Platform Capabilities

Excel formula engine supporting complex arithmetic and logical operations
Prebuilt module library with 100+ financial planning applications
Excel-like grid interface with keyboard shortcut support
Interactive KPI tracking and benchmarking dashboards
Collaborative financial modeling with real-time updates

Technology Stack Requirements

JavaScript

React

Node.js

AWS

Docker

Kubernetes

System Integration Needs

Accounting software (QuickBooks, Xero)
Business intelligence tools (Tableau, Power BI)
Cloud storage (Google Drive, Dropbox)
Payment gateways for commission management

Operational Requirements

Support for 10,000+ concurrent users
Sub-second response time for formula calculations
Enterprise-grade data encryption and access controls
Cross-platform compatibility (web, mobile, desktop)
99.9% system uptime SLA

Expected Business Outcomes

Implementation of this platform is expected to reduce financial planning process time by 60-70%, decrease calculation errors by 90%, and provide SMBs with enterprise-level financial analytics capabilities. The Excel-compatible engine will enable seamless adoption while the modular architecture supports rapid customization to specific business needs.