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Analytics · Finance · Analytics

Modernize

An intuitive revenue intelligence dashboard for tracking, analysing, and optimising financial performance. Multi-source data ingestion, custom KPI tracking, and automated reporting.

+38%
Revenue Visibility
20hrs/wk
Time Saved
Real-time
Data Refresh
15+
Data Sources Integrated
Overview

Modernize is a revenue intelligence platform that ingests data from multiple sources — CRM, ERP, payment processors — and presents it in a unified dashboard with custom KPI tracking and automated reporting.

The Challenge

Finance teams were spending 20+ hours per week manually pulling data from disparate systems into spreadsheets. Leadership had no real-time visibility into revenue performance.

Our Solution

We built a React dashboard with D3.js visualisations, a Node.js ETL pipeline that ingests data from Salesforce, QuickBooks, and Stripe, and a PostgreSQL data warehouse. Automated reports are generated and emailed on schedule.

Project Details
IndustryFinance · Analytics
Timeline6 months
Team Size4 engineers
Key Metric+38% revenue visibility
Tech Stack
ReactNode.jsPostgreSQLD3.js
Services Delivered
Web Development
Custom Software
API Development
Business Intelligence
We finally have a single source of truth for our revenue data. The time savings alone justified the investment in month one.
CT
Claire Thornton
CFO, Modernize

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