Inafana – Building Digital Solutions That Work for You
Web Dashboard Development with User Login
The client needed a web-based dashboard to fetch and manage financial data from the QuickBooks Online API. The tool needed to offer secure login access, filter and manipulate financial data (such as multiplying columns by user-defined values), and generate downloadable Excel files and PDF statements/activities.
- Client: Santiago Freddi
- Country: Argentina
- Project Name: Financial Data Management Dashboard
- Client Company: Confidential
Technologies Used:
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Frontend: React.js, TailwindCSS -
Backend: Node.js, Express.js
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Authentication: JWT (JSON Web Tokens)
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Data Handling: QuickBooks API Integration, XLSX.js
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PDF Generation: jsPDF
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Hosting: Render.com
The Challenge:
The client needed a web-based dashboard to fetch and manage financial data from the QuickBooks Online API. The tool needed to offer secure login access, filter and manipulate financial data (such as multiplying columns by user-defined values), and generate downloadable Excel files and PDF statements/activities.
Our Solution:
- User Authentication: Developed a secure login system using JWT, ensuring only authorized users could access the data.
- API Integration: Integrated with QuickBooks API to fetch real-time account data from the QuickBooks Account Entity.
- Data Manipulation UI:
- Download the current account data
- Filter columns and rows
- Multiply a selected column by a user-defined multiplier
- Generate new columns with calculated values
- Export Options:
- Export modified data to Excel format
- Generate and download PDF Statements and Activity Logs using jsPDF
- Design: Built with a clean and modern UI for ease of use, ensuring responsiveness across devices.
Impact:
The final product allowed the client to automate financial reporting tasks, improve data accuracy through built-in calculations, and securely access and manage account information from anywhere.
