Contact person: Business Client

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Location: Coventry, United Kingdom

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"I’m building a lightweight tool that takes CSV exports from banks and accounting systems and instantly turns them into insight a small business can act on. From day one I want all four core features working together, not staged: the rolling 13-week cash forecast, a visible Trust Badge that shows data freshness and any gaps, a small set of high-signal alerts, and a one-page Credit Pack PDF that lenders can download.

Here’s what I need delivered:
• A secure ingestion layer that accepts raw CSV files from the major UK/US banks and from cloud ledgers such as Xero or QuickBooks, normalises the data and stores it for processing.
• Forecast logic that projects cash inflows and outflows 13 weeks ahead and refreshes automatically whenever new data arrives.
• A Trust Badge component that scores the age and completeness of the data and surfaces any missing pieces.
• An alert engine that triggers only on truly material events (e.g., cash running below a threshold in three weeks, variance to plan, or nearing borrowing limits).
• A templated, single-page Credit Pack PDF summarising recent performance, forecast, key ratios and the Trust Badge score, ready to send to a banker or relationship manager.

Clean, minimal UI is important, but code quality and maintainability matter more than a fully polished front-end right now. I’m open to frameworks—React, Vue, or even a no-code wrapper—so long as the stack is modern, testable and well-documented.

When you reply, please link to past work that shows you’ve solved similar data-to-insight problems before, especially in fintech, forecasting or PDF report generation. A short note on how you would approach the ingestion and forecast pipeline will help me understand fit.

Looking forward to seeing what you’ve built." (client-provided description)