Finance AI & Automation 5 months

FinTrack – Financial Analytics Suite

Live money reports that pull in data and write a first draft for the team.

FinTrack – Financial Analytics Suite

The Challenge Behind FinTrack – Financial Analytics Suite

Staff spent three days each month on money reports. Leaders could not see all 12 markets at once.

How We Solved It for FinTrack – Financial Analytics Suite

We linked 15 data sources into one report site. It writes a first draft, shows trends, and gives leaders a clear view.

FinTrack – Financial Analytics Suite Results & Impact

Reports now take two hours, not three days. The team spends that time on better work. Choices are made 60 percent faster.

How we built FinTrack – Financial Analytics Suite

For FinTrack – Financial Analytics Suite, we kept the app fast, the code clean, and the data correct. We ship with tests and a deploy that runs the same way each time. We review the code so the next change stays easy.

Speed
It can serve many people at once. The database is indexed. Often-used data is cached so pages stay quick.
Safety
Traffic is encrypted. Backups run on their own. Each user sees only what they should. We watch the app for trouble.

Project Details

ClientMeridian Capital
IndustryFinance
Duration5 months

Technologies Used

Python Django React Elasticsearch Power BI

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