Sales & Finance Management System

The client is a leading Professional Service provider in Finance domain offering International Accounting and Taxation services globally. They had a Sales forecast and financial management system developed inhouse. The client was struggling with rigidness of their existing system and wanted to have a highly flexible and comprehensive solution which should be easy to use by the users.





Project Type

Cloud-based Full Stack Development


To develop a solution for Sales forecast and financial management. The solution should be Cloud based to meet their Global requirements.

Approach & Solution

  • Analysis and documentation of client's business requirements. It required a good combination of Financial and technical skills.
  • The architecture was designed keeping the requirements of In-premise and Cloud based deployment.
  • Ensured strict compliance with Security guidelines and policies of the client.

Business Value

  • Highly customizable Workflow based system offering huge flexibility to the end user.
  • Highly secure system with data level access controls and comprehensive encryption.
  • Dynamic Dashboards, customizable for each User role.
  • Significant time saving and better User experience for the end users.

Technologies Used