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Financial Data Verification and Collaboration Platform Enhancement
  1. case
  2. Financial Data Verification and Collaboration Platform Enhancement

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Financial Data Verification and Collaboration Platform Enhancement

oxagile.com
Business services
Health & Fitness
Government

Legacy System Limitations

The firm's aging financial system, built two decades ago, is experiencing performance bottlenecks, reliability issues, and limited extensibility, hindering efficient financial data management and collaboration. The lack of seamless integration between QuickBooks and Costpoint accounting systems creates data inconsistencies and manual reconciliation efforts.

About the Client

A well-established U.S.-based public health research and consulting firm providing data analysis and strategic consulting services to various organizations.

Project Goals

  • Modernize financial data verification processes.
  • Improve data accuracy and reliability.
  • Enhance collaboration among international field offices and headquarters.
  • Automate report generation.
  • Increase system scalability to accommodate future growth.

System Functionality

  • Automated financial data verification between QuickBooks and Costpoint.
  • Customizable report generation.
  • Secure data storage and exchange via Google Drive.
  • Collaboration platform for international teams.
  • User authentication and authorization.

Technology Stack

Java
Tomcat
Apache
MySQL
JasperReports
AngularJS

System Integrations

  • QuickBooks
  • Costpoint
  • Google Drive

Non-Functional Requirements

  • High performance and scalability.
  • Robust data validation.
  • Secure data transmission and storage.
  • User-friendly interface.
  • Reliability and availability.

Expected Business Impact

The new solution will improve financial data accuracy, reduce manual effort, enhance collaboration, and provide timely insights for better decision-making. The modernized system will also increase operational efficiency and enable the firm to scale its operations effectively.

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