Financial Systems

Case Study

Financial planning & reporting for structured decision-making

Fintech | Accounting advisory | Business planning | Web application

Client Overview

Denis Curin & Associates is a business advisory and accounting firm serving SMEs across sectors such as trades, professional services, retail, and hospitality.

Project Overview

A web-based platform that helps advisory teams and business owners create plans, define goals, review progress, and align decisions to financial reality — all in one place.

Business Challenge

Financial information was available but not easily interpretable for most business owners. Planning, budgeting, and progress reviews were carried out in spreadsheets and emails, making it difficult to maintain consistency, trace decisions, or enforce accountability. A single structured system was required to enable clarity and disciplined planning cycles.

Business Impact

Provided clear visibility into financial position and performance trends

Enabled informed decision-making with structured analysis frameworks

Created shared alignment between business owners and advisors

Replaced fragmented spreadsheets with a single planning system

Solution Delivered

We designed and delivered the Focus Reporting platform, integrating financial data from Xero, MYOB, and Excel sources into a structured planning and review environment. The platform provides guided workflows for defining goals and action plans, tracking performance metrics, and reviewing progress over time. This creates a consistent, repeatable planning rhythm shared between advisors and business owners.

Value Delivered

  • Clear financial interpretation for non-financial users
  • Structured planning cycles to maintain decision discipline
  • Shared visibility between advisors and business owners
  • Reduced operational overhead from spreadsheet-based reporting

Tech Foundation

Angular

Angular

.NET Core

.NET Core

Xero

Xero

MySQL

MySQL

Beyond Expectations

Client Testimonial

Communication is excellent, and their team actually cares. One of the stakeholders has been in regular contact with me, and she’s great at taking a holistic view of the software. She understood it from the first day and has driven the changes to improve it. I really appreciate that.

Overall, it has been a good experience. They can look at a project holistically and provide feedback from the first day. They take pride in delivering a product that will be in the market in the best possible way on a budget that will fit.

Dennis Curin, Managing Director
Auckland, New Zealand