Financial data analytics software that facilitates and automates the tax return preparation process

About The Customer

The client provides audit, tax, consulting, enterprise risk, and financial advisory services to many of the world’s brands.

The Project

The client approached Exadel to create web-based financial analytics software. The company wanted to collect data from clients automatically and reduce time they spent mapping large volumes of information into appropriate categories.

Solution

We developed a data wrangling software solution with three main functions:

  • Collection
  • Preparation
  • Mapping

The app requests, tracks, and collects data from clients in a manual or automated manner by connecting directly to client’s ERP systems using ETL tools. The data is then transformed into a standard format using machine learning algorithms to replace manual mapping with automated data categorization.

Results

The project is ongoing, but the software is already in use by some of the client’s employees with the goal of bringing all of them on board in the near future. As its use is becoming more widespread throughout the company, we expect that our solution will significantly reduce operational costs and boost performance.

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