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Dashboard for accountants

Project Type

Web application; Dashboard; Project management; Accountant; High-fidelity wireframes

Date

2019

In the realm of business record-keeping, the task of collecting and generating specific reports can be challenging and time-consuming. This case study addresses this issue by providing a comprehensive financial toolset for managers handling vast amounts of data. This toolset streamlines the process of gathering information from multiple sources, matching and displaying it in various reports required by business owners, sales department heads, and tax departments. It offers features such as invoice generation, monitoring of payment statuses, bank account management, predictive analytics based on profit and loss values, and comprehensive employee activity tracking. With customizable dashboard elements, managers can tailor the toolset to their specific needs and objectives, ensuring efficient and timely reporting.

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