FinTech

FinFlow Dashboard

A real-time financial analytics platform for SMB owners and finance teams.

Project Overview

FinFlow provides SMB owners with real-time visibility into their financial health — cash flow, revenue trends, expenses, and forecasting — all in one clean, actionable dashboard.

The Challenge

Small business owners were spending hours each week manually compiling financial reports from different tools. They lacked real-time insight into their business health.

Our Solution

We built an integrated financial dashboard that pulls data from accounting software, bank APIs, and CRMs, presenting clean visualizations and automated reports.

Technology Stack

ReactPythonFastAPIPostgreSQLPlaid APIAWS

Key Features

Real-time cash flow tracking
Revenue & expense analytics
Financial forecasting
Multi-bank integration
Automated monthly reports
Tax preparation exports

Technical Challenges

Securely handling banking data and ensuring real-time accuracy across multiple financial data sources required careful API design and robust error handling.

Results & Impact

Reduced financial reporting time from 4 hours to 15 minutes
200+ SMBs onboarded in beta phase
98.7% data accuracy across integrated sources

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