Contact person: Custom Financial Reporting Portal

Phone:Show

Email:Show

Location: Mahavir, India

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"I need a web-based finance portal that centres on Financial reporting. I already have several UI templates and data-visualisation themes in mind; the job is to take those templates, adapt them to my branding, and wire them up to a solid back-end so the platform can import data and produce accurate, shareable reports.

Core objectives
• Transform the chosen templates into a cohesive portal—desktop and mobile friendly—without breaking their original design language.
• Build a reporting engine that lets me generate the standard statements a finance team expects (think balance sheet, income statement, cash-flow, and any custom views we later agree on), with export to PDF and Excel.
• Provide an intuitive dashboard where users can filter by date range, entity, or account, then drill down to transaction level.
• Include secure authentication, role-based permissions, and audit logging so compliance is covered from day one.
• Deliver clean, well-documented code (React or Angular on the front end, Python/Django, Node, or a comparable framework on the server) and a straightforward deployment guide for AWS or Azure.

Acceptance criteria
1. All template pages load with my colour palette, logo, and typography.
2. Sample data renders correctly in every report type, matching defined calculations.
3. Users with different roles see only the sections intended for them.
4. Exports open flawlessly in the latest Excel and Acrobat versions.
5. A short README explains local setup, environment variables, and production deployment steps.

If you have recent experience turning off-the-shelf admin or dashboard themes into fully-functional finance tools—and can move quickly while keeping the codebase clean—this should be a straightforward build." (client-provided description)