Background
Performing a comprehensive financial statement analysis is crucial for assessing a company’s financial health. However, manual analysis is time-consuming and demands specialized knowledge. Additionally, coordinating information sharing and interview scheduling between companies and users requires extra effort. To address these challenges, there is a need for an automated, efficient, and user-friendly tool.
Description
This platform utilizes OCR (Optical Character Recognition) technology to upload and analyze a company’s financial statements, offering valuable insights into its financial situation. The system also incorporates features such as interview scheduling, user and company sub-account management, and payment processing.
Features
Financial Statement Analysis via OCR: Upload financial statements for automatic analysis using advanced OCR technology.
Company Financial Health Assessment: Interpret financial statement information to derive an in-depth understanding of a company’s financial standing.
Interview Scheduling: Streamline the process of scheduling and managing interviews between companies and users.
User and Sub-account Management: Create and manage user accounts and company sub-accounts for seamless collaboration.
Payment Processing: Integrate payment functionality to facilitate transactions.
Data Management: Import, export, print, and download financial data and analysis reports.
Workforce
Project Duration: 4 months
Team Composition:
1 Bridge Engineer: Facilitates communication between the client and the development team, ensuring project alignment.
1 Technical Leader: Oversees the technical aspects of the project, maintaining code quality and architectural integrity.
4 Developers: Design, code, and test the platform’s features and functionalities, working closely with the bridge engineer and technical leader for successful implementation.
Scope
UI design, basic design, development, testing
Tech Stack
React.js, Node.js
