Financial reporting and workflow tool
About the project
Modularity is the collaborative finance platform founded by Doug and Stephen who were previously involved as experts in finance, accounting, and product management. They encountered difficulties in managing FP&A at high-growth startups.
The challenges were related to inefficient static dashboards, obtaining data from FP&A systems, split emailing with departments, headcount forecasting, and so on. Doug and Stephen decided to create their own approach and develop a suitable platform.
Business Challenge
The client, a financial services provider, faced critical challenges in managing its financial reporting and workflow operations. The existing processes were fragmented and heavily reliant on manual tasks, leading to inefficiencies, potential compliance risks, and a lack of real-time data visibility. To enhance productivity and data accuracy, they required a centralized platform that could integrate seamlessly with existing systems, automate complex reporting functions, and streamline cross-departmental workflows. The solution needed to empower their team to make data-driven decisions swiftly while maintaining rigorous compliance standards across all financial operations.
Value delivered
Our cooperation with the client has contributed to product improvement. We focused on providing the features required by all stakeholders, thus enabling Modularity to redefine the way organizations report financial information and transform existing processes. New capacities of the platform may improve the agility of companies of all sizes and stages that apply Modularity.
CyberCraft has completed the following tasks:
- Implement ability to create, edit Purchase Orders and Requisitions
- Convert Purchase Requisition into Purchase Order
- Implement complex approval system for PO and PR
- Automatically Transmit PO to Vendor
- Implement payment system(Stripe)
- Ability to manage PO(track vendor bills and vendor slips in the system)
- Implement Punch Out with Amazon, McMaster-Carr etc
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