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.

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:** **3.1 Scalability:** - Support growing data volumes and user count. **3.2 Performance:** - Rapid data upload and validation process. - Swift financial report and analytics generation. **3.3 Security:** - 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. **3.5 Reliability:** - 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