Toptal helps financial services firm save hours of work monthly with automated Excel analysis.
A financial services firm needed a faster way to perform recurring financial analysis in Excel and partnered with Toptal to build a custom add-in that automated calculations, visualizations, and reporting.
Client
A US-based financial services firm running recurring revenue and financial analysis for its clients.
Revenue
Industry
Business ServicesDelivered Services
Get a free consultation now
Schedule a CallChallenge
The firm relied heavily on Excel for annual recurring revenue (ARR) analysis and needed a more efficient way to complete other recurring financial analysis tasks. With a team of financial analysts rather than software developers, it also needed outside technical expertise to build and support a custom solution.
Solution
Automated Financial Analysis
Toptal developed a custom Excel add-in using C# and VSTO to automate ARR calculations, generate graphs, and export analysis directly to PowerPoint.
Integrated Customer Portal
Using Next.js, React, PostgreSQL, and third-party integrations, Toptal built a supporting portal for purchases, subscriptions, licensing, user management, product documentation, and version management.
Outcome
Hours Saved Monthly
The add-in saved the financial analysis team many hours of essential work time each month and became a tool they used daily to complete recurring analysis more efficiently.
Self-service Product Management
The supporting portal provided the infrastructure to purchase and manage the add-in, including subscriptions, licenses, user access, activation emails, and product documentation.
Get a free consultation now
Schedule a Call