Case study
Balance management system
Accounting / Analytics
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The problem
Accounting firms needed a single place to review balances, financial indicators and the firm’s clients, instead of spreading that work across disconnected files and reports.
IMPACTEN’s role
IMPACTEN designed and developed a web dashboard for accounting firms, with interactive balance views, financial indicators, PDF reports, Excel export and multi-client management.
The outcome
The platform gives accounting firms a centralized way to review balances and indicators, export Excel and PDF reports, and manage their clients.