GearShift – financial forecasting

Problem / Goal
The GearShift system allows users to track their actual financial performance against their plans, thus helping individuals and businesses make informed decisions and avoid cashflow problems.

The client requested we optimise the existing system’s performance and expand on the available functionalities, while developing the new code on top of existing, highly complex logic.

Solution
For the upgraded system, we optimized the existing SQL queries.

We also created a fully customizable dashboard that displays a variety of essential information. We implemented a new reporting module which provides detailed information that can be easily accessed through MS Excel and MS Word. Migration to GearShift from other solutions has been simplified thanks to the addition of data-importing functionality from external systems, such as Xero or KashFlow.

Results
The optimization improved system performance by a factor of 20 to 50, while the the new functionalities have made GearShift into an advanced financial management solution. It can either be used directly by a business owner, or by an external accountant who is responsible for multiple clients.

TEAM

Tomasz Marcinek
Co-founder and Software Architect
Małgorzata Marek
Co-founder and QA Manager
Agnieszka Niedziela
Database Developer
Michał Sadowy
Test Engineer