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Problem Statement

As a medical practitioner like Dentists need to be well aware about the cash flows and areas of cash flows, it's impacts on profits and summary of accounting for different time intervals.

Study

  • Analysis of Quickbooks accounts
  • Study the routine for medical practitioners
  • Understanding of Incomes and Expenses
  • Understanding of Capital investments and depreciations

Challenges

  • Many heads for cash flows(In/Out)
  • Quickbooks API integration
  • Processing information
  • Authentication and authorization
  • Effective UI/UX
  • Charts - Customization and Interactive
  • Preparing Benchmarking mechanism
  • Consistency of the information
  • Performance

Approach

  • Prepare a mapping protocol to tag appropriate head
  • Processing Transactional information
  • Preparing Staging information to use for Charts and Reports
  • Quickbooks Webhooks and Sync
  • Background Authentication for continuous access

Involvement

  • Interaction with Account team managing Quickbooks accounts
  • Convert functional requirements to algorithm
  • Design UI/UX
  • Customizing the Chart library for effective presentation of data
Percentology

Visual Guide

TYPEFACE

Nunito
- Sans-Serif

COLOR

#344459
#6F6287
BuildEffective

The Outcome

  • Faster Benchmarking at different time range
  • Trends based on industry average
  • Better access to processed information
  • Faster and confident decision making
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The product has generated a 40% increase in clients and can now accommodate a broader audience of users for additional income. TechCompose Solutions designed a user-friendly product with a wide range of functionalities. They are organized, deliver high-quality coding, and communicate effectively.

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CEO

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