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Excel Add-ins

Solution Overview

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

Challenges / Business Problems

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 Visual Studio 2019

  • .NET Framework 4.5

  • MS Excel, MS Word, MS Project

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