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Financial Data Dashboard for Old Town Curated/Alps CFO

TR Number

Date

2025-08-12

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Abstract

Description

The application is helping AlpsCFO transform the way other small businesses see their numbers. Our application pulls client financial data directly from QuickBooks via the Intuit API, stores it securely in a centralized database, and presents it in a futuristic dashboard with live charts, summaries, and AI-powered insights. No more manual exports, spreadsheets, or repeated monthly report building. The result is an automated integration, real-time analysis, and secure, compliance-driven access for clients.

Keywords

dashboard, financial data, QuickBooks, Intuit, Web Application

Citation