Multi-Source Data Integration
Implemented seamless integration with QuickBooks Online, desktop versions, and CSV files, ensuring accurate and up-to-date financial data across all accounts.
The Challenges
Developing a comprehensive SaaS accounting platform that integrates with multiple data sources and provides advanced financial analysis capabilities.
- Creating seamless integration with QuickBooks Online and desktop versions for data import.
- Implementing complex financial reporting with customizable account hierarchy and mapping.
- Building comprehensive user management system with role-based permissions for different user types.
Services Provided
Requirements Analysis
UI/UX Design
Full-Stack Development
API Integration
Database Design
Testing & Deployment
Solution
PlusInfosys developed TGG, a robust SaaS accounting platform that simplifies financial management for accountants and clients. The system integrates multiple data sources, automates complex calculations, and provides comprehensive reporting and analytics for better decision-making.
Customizable Account Hierarchy
Enabled users to define custom account hierarchies for balance sheets, income statements, and cash flow reports, with automatic calculations and mapping.
Comprehensive Financial Reporting
Developed reporting modules for generating balance sheets, income statements, cash flow reports, and KPIs over any custom time period, with export options.
Advanced User Management
Built a multi-role user management system with administrators, standard users, and external clients, providing role-based permissions and secure access.
Cloud-Based SaaS Platform
Hosted on AWS/Azure for high availability, security, and scalability, allowing accountants and clients to access financial data from anywhere securely.
Automation & KPI Analysis
Implemented automated report generation, dashboards, and KPI analysis to help users quickly understand financial performance and make data-driven decisions.
Benefits
Key benefits of the TGG SaaS accounting platform.
- Multi-Source Data Integration
- Customizable Financial Reporting
- Advanced User Management
- Comprehensive KPI Analysis
- Automated Report Generation
- Cloud-Based Accessibility
Project Essentials
Industry ServiceFinancial Services & Accounting
Engineers7
Duration10 Months
Features of TGG SaaS Accounting Platform
Data Import & Integration
Seamless import from QuickBooks Online, desktop versions, and CSV files with advanced data mapping capabilities.
Customizable Account Hierarchy
Define custom account hierarchies for balance sheets, income statements, and cash flow with automatic calculations.
Comprehensive Financial Reports
Generate balance sheets, income statements, cash flow reports, and KPI analysis for any custom time period.
Advanced User Management
Multi-role user system with administrators, standard users, and external users with customizable permissions.
Tech Stack Used
Frontend Frameworks
.Net
Backend Frameworks
Node
Databases & Storage
MySQL
Other
AWS
Final Outcomes
Our expert team built the powerful & comprehensive TGG Account platform which simplifies the process of generating and analyzing financial reports, making it easier for accountants and businesses to understand their financial data and make better decisions.
