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FINTECH · ANALYTICS

Finance Analytics Platform

Automated Ledger Auditing & Real-Time Cash Flow Projection

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Client / Purpose
Aegis Venture Partners
Status
Active Sandbox
Technologies Used
React.jsTypeScriptTailwind CSSApexChartsLucide Icons

Live Recording & Interactive Gallery

financeanalyticsplatform.vercel.app/DEMO_WALKTHROUGH (AUTOPLAYING)
Finance Analytics Platform Preview
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Finance Analytics Platform Preview Screenshot 1
Finance Analytics Platform Preview Screenshot 2
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Project History & Context

Aegis Finance Analytics was built for venture-backed startups and medium enterprises to manage burn rates and projection curves without heavy accounting software. It integrates all accounts into one interface, offering deep cost-center breakdowns, recurring invoice timelines, and real-time cash position monitoring.

Interactive Sandbox:All screens and video previews are compiled directly from the live testing instances running on AhiXLight edge servers.
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Core capabilities & interface details

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Venture Financial Cockpit
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Venture Financial Cockpit

The primary workspace consolidating bank account balances, cash burn trends, runway indicators, and cost distribution charts.

  • ▪Real-time runway calculation displaying exact months of capital remaining.
  • ▪Dynamic bar charts comparing cash inflows and outflows by category.
  • ▪Glassmorphic indicator cards illustrating treasury allocations across institutions.
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Automated Transaction Ledger
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Automated Transaction Ledger

A comprehensive ledger directory tracking corporate transactions, invoice matchings, and custom classifications.

  • ▪Instant search filters querying transactions by payee, amount, or account.
  • ▪Categorization drop-downs automatically updating tax classifications.
  • ▪Detailed transaction drawers displaying merchant tags, IDs, and receipt files.
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Interactive Cash Flow Projections
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Interactive Cash Flow Projections

An advanced modeling console projecting capital positions, recurring cost structures, and export formats.

  • ▪Recurring costs timelines tracking subscriptions, payroll, and SaaS tools.
  • ▪Predictive model curves forecasting capital trends based on adjustable parameters.
  • ▪Single-click export options supporting localized PDF and CSV compile scripts.

The Architectural Problem

Chief Financial Officers and finance teams waste hours manually reconciling banking feeds, tracking recurring subscriptions, and building custom cash flow charts.

The Implemented Solution

Aegis unifies transaction ledger lists, category analytics, and automated cash flow projection curves in a highly secure financial dashboard.

Functional Specifications

  • [01]

    Automated real-time ledger classification with zero-lag transaction filtering.

  • [02]

    Predictive cash flow forecasting utilizing seasonal adjustment algorithms.

  • [03]

    Multi-currency bank account treasury tracking with real-time conversion rates.

  • [04]

    One-click CSV/PDF invoice and transaction receipt exports.

Systems Architecture

Ledger Parser: High-performance state filters classifying transactions by account, category, and date ranges.

Treasury Charts: ApexCharts modules rendering cash trends, burn rates, and margin ratios.

Invoice Integrations: Relational tables monitoring invoice lifecycle from creation to automated reconciliation.

HAVE A SYSTEM TO DESIGN?

We scope and build custom web applications, advanced data visualization systems, and stateful AI dashboards in under 3 weeks.

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