Process Automation & Operational Efficiency

A web-based application enabling clients to view finances, manage invoices, make transfers, and automate invoice data extraction through OCR, while seamlessly integrating with banking and accounting systems.

A comprehensive web application that supports purchase order creation, supplier catalog management, item searching, role-based access, and workflow review processes.

The system should provide integrated capabilities for invoice management, revenue calculations, contacts management, financial operations, and tax return support, all wrapped in an intuitive, cohesive interface.

A secure, automated web and mobile platform for customers to initiate, manage, and monitor their personal data access restrictions, integrated with backend data systems for real-time processing and notifications.

A comprehensive platform supporting bonus disbursement, vesting schedule management, loan tracking, legal contract handling, and external financial integrations.

Design and implement a comprehensive platform that integrates data from multiple sources, automates routine tasks, and provides analytics and collaboration tools to support investment decision-making.

Design and implement an integrated CLM platform that automates KYC, AML, and regulatory compliance workflows, acting as an orchestration layer over existing disparate systems, while supporting document management, reference data handling, and risk assessment functionalities.

Develop an AI-powered document processing platform capable of automatically downloading, recognizing, extracting, and organizing key data points from diverse financial documents, directly integrating with existing ERP or financial management systems.

A modular, Excel-syntax-compatible financial platform that provides budgeting, forecasting, KPI tracking, dashboarding, and other key financial functions with flexible module building and sharing capabilities, supported by an interactive online grid interface.

A software platform that integrates with Excel to automate data collection, perform financial analysis, and generate dynamic reports, utilizing scripting and automation tools.

A system that accepts invoice uploads and a link to a cloud-based storage environment, processes the invoice using advanced text recognition technology, and organizes extracted data into structured formats with user-defined customization options.

Development of a multi-dimensional budgeting and reporting system utilizing a centralized database, with an accessible Excel-based user interface. The system should facilitate data entry, change management, reporting, and analysis, ensuring data consistency and security.