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Excel Add-ins

An add-in for the excel savvy users to login, and access various financial reports from with in Excel.

    • AddIn

Solution Overview

An add-in for the excel savvy users to login, and access various financial reports from with in Excel.

Challenges / Business Problem

 Build product with features like:

  • Login from Excel
  • Bank Selection 
  • Period Selection
  • Plans Selection  
  • Ratios Selection
  • Save Filters to create Custom Reports
  • Balance Sheet Reports
  • Income Statement Reports
  • Ratios Reports
  • User Management. 
  • API Development 
  • General operations
  • Auto updater the new version

User Overview 

Region : USA
Industry : Banking

Project Overview

  • Schedule :  2-4 weeks Sprint – iterative method 
  • Team Size :  4

Technology

Dev Tools

  • MS Visual Studio 2019
  • MS SQL Server 2019 
  • .NET Framework 4.5 
  • MS Excel 
  • MS Word 
  • MS Project 

 

 

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