We delivered a secure, role-based tax and audit dashboard that aggregated key financial metrics from the lender’s loan origination and accounting systems. The solution included drill-down reports, traceable audit logs, and auto-generated tax forms tailored to local jurisdictions. Access controls ensured separation of duties between auditors, finance, and compliance teams.
A mid-sized digital lender providing consumer and small business loans across multiple states. The client needed a centralized back-office system to streamline tax reporting and simplify external audit reviews.
The finance team relied on ad-hoc Excel exports and manual data pulls from multiple systems. Audit preparation required weeks of coordination, and tax reporting lacked a standardized process. They needed a tool that could provide on-demand financial insights with full traceability.
Audit time was reduced by 30%, and finance teams gained the ability to generate tax reports without depending on IT.
We delivered a secure, role-based tax and audit dashboard that aggregated key financial metrics from the lender’s loan origination and accounting systems. The solution included drill-down reports, traceable audit logs, and auto-generated tax forms tailored to local jurisdictions. Access controls ensured separation of duties between auditors, finance, and compliance teams.
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