Work Trading and imports

A family-owned trading group

A private finance dashboard that turns the monthly spreadsheet into a profit and loss, balance sheet and stock view the board can trust.

226 / 226 P&L · TIED OUT In use · privateAnonymised

The work runs on confidential business data, so the client stays anonymous. Names, brand colours and anything identifying have been left out.

Industry
Trading and imports
Year
2026
Services
Data & dashboards · Custom software
Status
In use · private

01

The problem

The numbers lived in one large monthly spreadsheet. Reading the business meant knowing which tab, which row and which formula.

02

What we built

  1. 01

    The spreadsheet stays the source

    Each month the dashboard reads the finance team’s own workbook, so nobody has to change how they work.

  2. 02

    Checked to the rupee

    226 automatic checks compare every figure with the workbook’s own formulas, and raise an alarm if the profit and loss or balance sheet is off by more than one rupee.

  3. 03

    Locked by default

    Every page and every data file needs a sign-in, and only the people on an approved list can get in.

03

The result

Automatic checks on every update
226
Largest difference allowed on the P&L
1 PKR
Files anyone can see without signing in
0
For your tech teamHow it’s built, in technical terms
  • React
  • TypeScript
  • Python extractors
  • Tie-out tests
  • Cloudflare Access

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