B2B Fintech — Production Dashboard for AI Document Analysis
Achraf El Mouhib
What I built (B2B Fintech)
Designed and built a production dashboard for financial analysts that turns uploaded client documents into structured company profiles and analysis views (CR / bank statements / financial statements).
I worked directly with the founder and collaborated with backend (Python/FastAPI) + data science teams to ship the MVP fast, then harden it in production during a retainer.
Scope delivered
B2B authentication & access
Clerk-based login with first-login password reset flow and secure session handling.
Core workflow: upload → extract → review
Upload flow for CR/BS/FS documents and a dashboard to access AI-generated company profiles.
Upload Files (BS, CR, FS)
Analysis views
Company pages with tables/graphs for key metrics, cashflow insights, and financial ratios / YoY comparisons.
FS Analysis (Graphs)
FS Analysis (Values)
Production hardening (retainer)
Improved file upload reliability using Google Cloud Storage
Implemented background jobs to decouple heavy processing and reduce UX friction
Iterated on the product with weekly shipping and feedback loops
Results
Converted into a monthly retainer
Helped the team close 2 B2B clients
Client Testimonial
"Achraf is a very diligent and professional engineer. He has exceptional design and technical skills, that greatly improved our project’s development."
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Posted Dec 7, 2024
Dashboard for analysts (uploads → extraction → analysis). Owned auth, workflow, reliability hardening, and weekly shipping; resulted in closing 2 B2B clients.
