A system tailored for SMEs, facilitating the uploading of trial balances, performing data validation, storing validated data in a database, and generating financial reports and analysis using the Jasper Financial Analysis Module.
S-au achitat serviciile după ce au fost prestate
I am looking for a skilled developer who can create a system tailored for SMEs. The main purpose of this system is to facilitate the uploading of trial balances, perform data validation, store validated data in a MySQL database, and generate financial reports and analysis using the Jasper Financial Analysis Module.
### **2. Functional Requirements:**
**2.1 Data Upload Module:**
- Interface to upload trial balance in standardized formats: CSV, XLS, XLSX.
- Data preview option for verification before the final submission.
- Upload status indicator, e.g., progress bar.
**2.2 Data Validation Module:**
- Automatic data validation upon upload.
- Checks against pre-defined criteria to ensure data integrity.
- Highlight incorrect or missing data, providing users with error messages and corrective suggestions.
- Notification upon successful data validation.
**2.3 Database Management:**
- Secure and efficient database to store trial balances.
- Data categorization and indexing upon upload for quick retrieval.
- Encryption of sensitive data for security.
- Compliance with GDPR or any relevant regional data protection regulation.
**2.4 Financial Reporting Module:**
- Generate standard financial reports: Income Statement, Balance Sheet, Cash Flow Statement, etc.
- Customizable reporting based on user-defined parameters.
- Scheduled report generation with automatic dispatch via email.
**2.5 Jasper Financial Analysis Module:**
- Integration with Jasper for deep financial analysis.
- Tools for profitability, liquidity, and solvency ratio analysis.
- Historical trend visualization.
- Predictive analytics for forecasting based on historical data.
- Dashboards for visual presentation of analytical results.
**2.6 User Access Management:**
- Secure login portal with multi-factor authentication.
- Role-based access control (Admin, Manager, Viewer roles).
- User profile management, password resets, and activity logging.
### **3. Non-Functional Requirements:**
- Support growing data volumes and user count.
- Rapid data upload and validation process.
- Swift financial report and analytics generation.
- End-to-end data encryption during upload, storage, and retrieval.
- Regular security vulnerability assessments.
- Protection against unauthorized access and potential breaches.
**3.4 User Interface:**
- Ergonomic, user-friendly interface design.
- Support for multiple devices including mobiles and tablets.
- System uptime of 99.9%.
- Efficient error management and user notification system.
**3.6 Backup and Recovery:**
- Periodic automated database backups.
- Efficient data recovery mechanisms.
### **4. Integration & Compatibility:**
**4.1 Third-Party Software Integration:**
- Seamless integration capabilities with other SME accounting tools and systems.
**4.2 Jasper Integration:**
- Proper integration with the Jasper analytics engine.
- Ability to pull data from the database and push insights back for reporting.
### **5. Deployment, Support & Maintenance:**
**5.1 Deployment Options:**
- Cloud deployment for accessibility and scalability.
- On-premises deployment if needed for enhanced data control.
**5.2 Support & Maintenance:**
- Regular software updates and patches.
- Dedicated customer support team for user queries and troubleshooting.
### **6. Documentation & Training:**
**6.1 User Documentation:**
- Comprehensive user guide detailing functionalities and features.
- Step-by-step video tutorials.
**6.2 Jasper Training:**
- Training sessions specifically for the Jasper Financial Analysis module.
- Periodic webinars to introduce any updates or added features.
Preferred Programming Language: Python
Database Management System: MySQL
Jasper Financial Analysis Module: The client would like a mix of both standard features and custom features included in the module.
Ideal Skills and Experience:
- Strong proficiency in Python programming language
- Experience working with MySQL database management system
- Familiarity with the Jasper Financial Analysis Module and its customization options
- Ability to design and develop a user-friendly interface for uploading trial balances and generating financial reports
- Knowledge of data validation techniques and best practices
- Strong problem-solving skills to ensure accurate and reliable data storage and retrieval
ID Proiect: #37234179