AI-Powered Financial Dashboard (B2B) for a Fintech Startup

Achraf El Mouhib

Cloud Infrastructure Architect

Fullstack Engineer

UI Designer

Clerk

Google Cloud Platform

Next.js

The Challenge

The founder of a Saudi Arabian fintech startup approached me with an ambitious vision: simplifying the lives of financial analysts by automating data extraction and analysis from various client files. The goal? To streamline the process of assessing fund seekers' financial health and generate actionable insights for lenders.

The founder had only a rough pencil-drawn concept—three pages outlining the idea—and needed a designer and developer to build a polished MVP that met two critical needs:

Efficiency: Rapid development and feedback cycles.

Cost-effectiveness: Combining design and frontend expertise to reduce team overhead.

The Solution

I worked closely with the founder, their data science team, and backend engineers to craft a cutting-edge MVP designed to exceed expectations.

Key Features Delivered:

Login Page

Implemented with Clerk for seamless, secure authentication.

Users log in with credentials provided by the system and reset their passwords after first use—perfect for B2B needs.

Dashboard

A central hub where financial analysts can access automatically generated company profiles, created using AI-powered extraction from uploaded files (FS, BS, CR).

Upload Files (BS, CR, FS)

Dashboard (Home)

Analysis Page

A detailed breakdown for each company, including:

Commercial Registration (CR): Key metrics like revenue, address, website, and other company details.

Bank Statements (BS): Insights like net cash flow, opening balance, and dynamic cashflow visualizations.

Financial Statements (FS): Comprehensive metrics (e.g., revenue, gross profit) presented in intuitive tables and graphs, including financial ratios (e.g., ROE, ROA, net profit margin) and year-over-year growth analyses.

FS Analysis (Graphs)

FS Analysis (Values)

The Results

The first version of the MVP was a resounding success. The founder's team was thrilled with the results, leading to:

A monthly retainer contract for ongoing design and development improvements.

Closing two high-value B2B clients, providing immediate ROI on their investment.

Ongoing Enhancements

In the retainer phase, I contributed to the startup’s growth by:

Optimizing file uploads with Google Cloud Storage.

Implementing background jobs for smoother frontend/backend interactions.

Designing additional products (e.g., sales portal, loan application tools, embedded lending solutions) for client pitches at conferences.

Collaboration Highlights

I collaborated with a talented team of cloud engineers, backend developers (Python FastAPI), and data scientists. This synergy helped elevate the project to new heights and deliver a seamless experience for financial analysts.

Client Testimonial

"Achraf is a very diligent and professional engineer. He has exceptional design and technical skills, that greatly improved our project’s development."

Next Steps

I’m excited to continue supporting this startup by building their landing page and website, ensuring it reflects the premium quality of their product and attracts even more high-value clients.

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Posted Dec 7, 2024

Designed and developed an AI-powered financial dashboard for a FinTech startup, enabling seamless data analysis for B2B clients, resulting in high-value deals.

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