An intelligent financial analysis solution that automates Net Profit calculation and performs 10-year Discounted Cash Flow (DCF) analysis using Microsoft Power Platform.
DCF projection period
An intelligent financial analysis solution that automates Net Profit calculation and performs 10-year Discounted Cash Fl…
Net Profit calculations
An intelligent financial analysis solution that automates Net Profit calculation and performs 10-year Discounted Cash Fl…
Manual calculation errors
An intelligent financial analysis solution that automates Net Profit calculation and performs 10-year Discounted Cash Fl…
Developed a financial analysis platform that automates Net Profit calculations and generates 10-year Discounted Cash Flow (DCF) projections. The solution combines Power Automate workflows, Dataverse for structured financial data storage, Copilot Studio for intelligent user interactions, and SharePoint for secure document management and financial data access.
We validated every challenge before writing production code. The right column shows the pain points we tackled head-on and how we approached each one.
Combined Power Automate, Dataverse, and Copilot Studio to automate calculations, validate user inputs, and maintain consistent financial data across the system.
The instinct on complex projects is to rebuild everything from scratch. We pushed back. A full rewrite often means months of regressions while engineering rebuilds features that were already working.
We mapped the existing workflow against actual usage. The result was clear: a small set of features accounted for the majority of user time. We rebuilt the core, shipped fast, and extended outward.
On the technical side, we made clear decisions early and held them. The right column shows what we chose, and why.
Custom Automated Net Profit Calculation — built for this product's exact needs and data model.
Generic SaaS tool that would require heavy workarounds and compromise the user experience.
Custom 10-Year DCF Analysis — built for this product's exact needs and data model.
Generic SaaS tool that would require heavy workarounds and compromise the user experience.
Custom AI-Powered Financial Agent — built for this product's exact needs and data model.
Generic SaaS tool that would require heavy workarounds and compromise the user experience.
Custom Structured Financial Data Management — built for this product's exact needs and data model.
Generic SaaS tool that would require heavy workarounds and compromise the user experience.
Every feature was scoped and delivered with a focus on speed, reliability, and getting out of the user's way.
Automatically calculates Net Profit using Revenue, Expenses, and Taxes through automated workflows.
Performs Discounted Cash Flow projections over a 10-year period for business valuation.
Copilot Studio agent dynamically calculates financial metrics based on user inputs such as growth rate, discount rate, and initial cash flow.
Stores financial records, historical data, and intermediate calculations in Dataverse for accurate reporting.
Uses SharePoint for secure document storage and seamless access to financial reports and supporting data.
We benchmark before we touch anything. Every metric was logged before we wrote a line of production code.
We ship fast. Talk to us about your product idea and we'll tell you exactly how we'd approach it.