DealCoach
Connect financial data and evolve a proven SaaS platform while preserving its business logic.
Overview
DealCoach supports business owners and advisors with company valuation and transaction preparation. After a decade of development, its platform had established business logic and proven workflows.
Automathing modernized the automation layer, integrated QuickBooks data and extended the infrastructure. The work built on the product’s foundations to support its next developments.
Challenge
The next stage of DealCoach called for financial data and analysis to come together within the platform. Automation, reporting and infrastructure also needed to evolve with the product.
The challenge was to deliver these improvements while preserving the business logic clients already relied on.
Our Approach
We first reviewed automation workflows, data pipelines and integration points to understand the existing architecture.
QuickBooks data was then connected to the analytics layer. Reporting pipelines using Node.js and Google Sheets were added, and data flows with MongoDB were improved.
The work also included an extension of the AWS infrastructure, a database migration and an architecture plan for the next product iteration.
About DealCoach
DealCoach is a business intelligence platform for company sales and acquisitions. It provides owners, advisors and buyers with analytical tools and workflows to prepare their transactions.
What We Built
Results
What the client says
“I have worked with Orléando on many projects over several years, and he has been a great partner throughout. He consistently delivers high-quality, detail-oriented work, with strong problem-solving skills and a real grasp of what each project needs. Responsive and proactive, he offers clear solutions, expert advice, and creative ideas that make the result even better, jumping in fast whenever issues arise. Reliable, highly skilled, and a pleasure to work with, he has earned our trust across many projects. I highly recommend him for any application or systems integration project.”
Dan Hansher, MBA
Co-Founder @ DealCoach
The technologies behind the project
- QuickBooks
- Node.js
- Google Sheets
- MongoDB
- AWS
Key Insight
“A proven platform doesn't need replacement. It needs the right partner to take it further.”
Your Turn
Working through a similar challenge?
Tell us about your situation, the tools already in place and the change you want to achieve.
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