Financial analytics backend
Ask your accounting data a question.
We built the backend for a US financial analytics company. It pulls data from accounting tools such as QuickBooks, cleans and organizes it, and lets users ask questions about their numbers in plain English.
- Built by
- Synaptalyte
- Built for
- A US financial analytics company
- Status
- Client work. The client's name is kept private at their request.
The numbers were there. The answers were not.
Financial data lives in accounting tools such as QuickBooks, and each tool stores it in its own way.
Before anyone could answer a simple question about their numbers, the data had to be pulled out, cleaned and put into a shape that made sense.
What we built
A backend that does the data work, so users can just ask.
Accounting connections
Pulls data in from QuickBooks and similar accounting tools.
Cleaning and structure
Cleans the data and organizes it into one consistent structure.
Plain-English questions
Users ask questions in everyday words and get answers from their own data.
The result
Manual financial data preparation fell by 70%, saving about 20 hours a week.
Users connect their accounting tools and ask about their numbers in plain English, without exporting or cleaning the data themselves.
Questions about this project
Why is the client not named?
They asked us to keep their name private. We are happy to talk through the work on a call.
Which accounting tools does it work with?
QuickBooks and similar accounting tools. Each new source is connected and tested on its own.
Have data stuck in your tools?
We build backends that connect your systems, clean the data and let your team ask questions in plain English.